Bulk editing inventory from the inventory calendar

Learn how to bulk edit the inventory within the Inventory Calendar.

Are you new to our refreshed version of the Inventory Calendar? Start by reading the first article in this series, Introduction to the Inventory Calendar.

The entire series of articles can be accessed at the side and bottom of this page, where you can learn more about the full management capability of the Inventory Calendar.

 

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Which plans include this feature?

Legacy:  Soho, Pro, Plus, Enterprise, Flex
New:  Starter, Growth, Managed  |  Learn more about our new plans or how to change your plan.

Where can I find this feature using the top menu?

Calendar > Item/Product > Inventory Calendar > Click the pencil icon next to the item/product listing

What more do I need to use this feature?

• Admin or restricted permissions to View calendars and Change Daily Inventory Availability.
• Inventory (items/products) configured within Checkfront.
  
  

Which Checkfront version supports this feature - classic, new or both?

• This feature is available in both our classic version using items (Inventory > Items) and our newest version using products (Inventory > Products).  → Learn more about products

 

Classic ---> Newest version (2022) This inventory calendar replaces the classic versions of the calendar. Please reach out to Customer Support with any questions or concerns.

 

How do I know which version of the Inventory Calendar is enabled for my account? Only a select few historical accounts still have the classic inventory calendar enabled. A banner displays at the top of your calendar inviting you to check out the newest version if you are on the classic version. If you are on the newest version, your calendar looks like the screenshots in this series of articles.

 

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Select the pencil icon next to the item/product to start the bulk edit process and open the Inventory Edit modal.

From the Inventory Edit modal, you can revise the number of available inventory by toggling the control up (+) to increase or down (-) to decrease inventory. 

 

If you are using products and your Inventory is based on assets, then any secondary assets are also listed and available for editing within the Inventory section.

 

You can further refine which inventory is edited from the Apply To section of the modal.

Depending on your configuration and selections for editing, all the inventory listed may already be selected.

You can expand the date sections to select timeslots or flextime, where applicable.

Use the Select All button to expand your selections as needed.

You can select additional timeslots or flextime for the same day by selecting the checkbox next to the date.

Select None can be used to clear all and then revise your selections.

 

Finally, add a note to the Activity Log to communicate important information regarding the adjustment, such as the reasoning behind the change.

The activity log supports a maximum of 260 characters.

Save your changes to commit your edits!

 

Bulk edits cannot be made across multiple items/products. Adjustments can only be made on a per-item/product basis.

 

Myallocator Integrations Manual adjustments to numbers in the Inventory Calendar trigger updates to myallocator, including for aliased items.

 

 

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