[intro]In this Guide, you’ll learn how to use the Bulk Editor within the Inventory Manager, ideal for when you have multiple items with details that need amending. [/intro]

[summary]

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[remember]Before you begin this Guide, you must ensure you have installed the Inventory Manager feature on your EKM online shop. [/remember]

Locating the Inventory Manager

1. From the Dashboard, click Features on the left-hand menu:

2. Within Installed Features, click on the Inventory Manager icon to open it:

Searching for Products

4. On this page, you’ll see all the products listed on your EKM online shop. You can use the tabs on the top left-hand side to sort between products that are:

  • Live - Products currently displayed on the front end of your EKM online shop;
  • Hidden - Products currently hidden from view on the front end;
  • In Stock - All products that are still in stock;
  • Out of Stock - Products with zero units available;
  • Best Selling - A list of your best-selling products over the last 30 days.

5. Beneath the tabs, you also have a search field you can use to locate specific products, or you can use the tabs to help you quickly locate specific products, and a Categories button with a drop-down menu to allow you to display the contents of a specific Category quickly:

Using Filters

6. If you click the More Filters button:

7. This will reveal a vertical menu on the right-hand side, where you can select a number of different filters you can use to drill down to display a particular group of products:

  • Status - Chose between Live and Hidden products;
  • Categories - Tick the relevant box to see all of the products listed within one particular Category;
  • Price - Use the fields provided to select products priced between two given values;
  • Brand - If you have installed the Product Attributes feature and added Brand to some or all of your Products, you can tick the box next to each Brand name to view products tagged with that particular Brand attribute in your search results;
  • Special Offer? - If you have created several Featured Products on your EKM online shop, you can tick the relevant box to decide whether you want to view products on special offer or products excluded from it;
  • Condition - If you have installed the Product Attributes feature and added Condition to some or all of your Products, you can tick the relevant box to decide the condition of the products in your search results;
  • Product Code - If you have installed the Product Attributes feature and added Product Code to some or all of your Products, you can use the field to add in the first few digits of a product code to locate all items whose Product Code begins with those given characters;
  • Tax Rate - If the products on your EKM online shop have different tax rates applied to them, you can tick the relevant box to display items within a specific tax band;
  • Weight- If you have installed the Product Attributes feature and added Weight to some or all of your Products, you can fill in the fields provided to search for items that are a specific weight;
  • Bulk Discount - here you can tick the relevant box to filter items that are available with Bulk Discounts;
  • Custom Attribute- If you have installed the Product Attributes feature and added a Custom Attribute (such as Colour, EAN, GTIN, SKU, MPN or similar) to some or all of your Products.

When you have filtered your products down to display the items you would like to amend the stock of, you can then amend the columns to display the different details for each product. 

Manage Columns

8. If you click the Manage Columns button in the top middle:

9. You can dictate the information that displays for each of your products by ticking the relevant boxes on the right-hand side menu, before clicking the green Apply button on the bottom right-hand side to save your changes:

[remember]You can change the order that the columns that appear by dragging and dropping them before clicking the green button in the bottom right-hand corner:

You can have up to eight columns displayed at one time. For columns that contain information you don't often need, simply un-tick the relevant boxes.

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10. Now you can begin the process of editing one or more products manually:

Stock

To edit the stock amount of a specific item, click the current stock figure and use the up/down arrows to select a new figure, before clicking the green Save button in the bottom right-hand corner:

Product Code

To edit the product code of a specific item, click the Product Code column for that particular product and add or amend any existing data, before clicking the green Save button in the bottom right-hand corner:

Hiding Products

To hide or display a specific item, click the switch. Green is to display, and grey is to hide the Product. Then click the green Save button in the bottom right-hand corner:

Weight

Here you can convert pounds, ounces, grams, and a combination of pounds and ounces into kilograms by using the drop-down menu:

Featured Products

To make a specific item into a special offer/Featured Product, click the switch. Green is to make the item a Featured Product, and grey is to display the product as normal. Then click the green Save button in the bottom right-hand corner:

Price

To edit the price of a specific item, click the current price and use the up/down arrows to select a new figure, before clicking the green Save button in the bottom right-hand corner:

RRP

To edit the RRP of a specific item, click the current RRP figure and use the up/down arrows to select a new figure, before clicking the green Save button in the bottom right-hand corner:

Cost Price

To edit the Cost Price of a specific item, click the current figure and use the up/down arrows to select a new figure, before clicking the green Save button in the bottom right-hand corner:

Brand

To edit the brand of a specific item, click the Brand column for that particular product and add or amend any existing data, before clicking the green Save button in the bottom right-hand corner:

Condition

To edit the condition of a specific item, click the Condition column for that particular product and use the drop-down menu to select, before clicking the green Save button in the bottom right-hand corner:

Tax Rate

To edit the tax rate of a specific item, click the current stock figure and use the drop-down menu to select a new percentage, before clicking the green Save button in the bottom right-hand corner:

[remember]If you have a lot of items to amend all at once, you may be best using the Import/Export System feature to update your products using spreadsheets. [/remember]

[more]

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[contact] If you need our help with your EKM online shop, contact your Ecommerce Expert or the Customer Support Team, who will be able to point you in the right direction. We're open from 8am-6pm weekdays and 9am-5.30pm weekends. If you'd like to suggest a feature or an upgrade on any of the EKM platforms, please let us know on the EKM Suggestions Board. If you have a non-account specific question to ask the EKM Team, join us in EKM Community. If you need some inspiration for your EKM online shop, listen to our podcast on iTunes and Spotify.[/contact]