In the Cloud POS Back Office, there are several Wizards to allow you to make bulk changes to the items in your database. 

The Modify Item Detail Wizard allows the user to:

Prices can be changed within the pricing wizard. Learn how here.

1) Wizards are found in the Cloud POS Back Office menu, under the Wizards & Import Tools section:

2) Select the Item Detail Wizard under Item Wizards, and click on Create Wizard.

3) You have several options for how to add the items you wish to modify into the wizard. Click on Search and Select Items – this will take you to the screen where you can use the filters to select the items you wish to adjust::

4) Use the filters to narrow down the items you want to adjust, and then tick the box next to each item to select it.

You can add more filters into this grid using the Manage View button in the top right.

5) Once you have found the required items, you can add them individually or add all searched using the Select All button in the top left:

6) Once you have selected your range of items, click Create Wizard in the top right to move on to the edit screen. 

7) On this screen, you can edit items individually, by typing into the grid:

Alternatively, you can make changes in bulk using the Modify All buttons at the top of the columns:

Importing a file

If you already know the items you wish to update, you can import an Excel file of the items and create a wizard.  This option removes the need to search for the items and allows you to make your pricing updates in Excel rather than Cloud POS.

To use this feature, select the Import Items & Create Wizard option in step 3 above.

You can import a maximum of 10,000 records per import.

The columns that must be in the file are:

Code
Description
Barcode Description
Notes
Department And Category
Brand
Gender
Season
Tax Rate
Active
Must Enter Price At POS
Quantity Entry At POS Not Allowed
Item Not Discountable At POS
May Not Be Placed On Purchase Order
Not Available From Supplier
Commodity Code
Label Print Mode
Message
Commission Mode
Commission Percentage
Linked To Sim
Country Of Origin
Packed Weight (Grams)
Item Weight (Grams)

To aid you in this process, you can click Generate Empty Template, and this will allow you to download an Excel file which is pre-populated with the mandatory column headers.

Codes can be either Item Lookup Codes, Supplier Part Codes or Barcodes (Aliases), but they must exist in the database.  Every column you do not wish to change can be left blank as necessary, to indicate that its value should not be updated.

When you have prepared your file, click on the green box button to locate it, then click Upload.

Once the file has uploaded, click View Wizard.

You'll now see a grid of the items you've imported. You can use the functionality on the page to make any necessary adjustments.

Committing your changes 

Regardless of which method you used to create the wizard, once you are happy with the changes, you'll need to commit them.

If you would like to schedule the wizard to run at a particular date and time, you have the option to do so at the top of the page:

You also have an option at the top of the screen to update the matrix parents of the items in your wizard, and all items within those matrixes:

Once you've saved any changes, click Commit Wizard: