Step 1: Select the items you'd like to edit (this can be done in Grid View or Spreadsheet View).
GRID VIEW: Hover over the image and click the checkbox in the upper left to select an item.
SPREADSHEET VIEW: Click the checkbox to the left of the image to select the item.
Step 2: Hover your mouse over the "Actions" tab and select "Edit" from the dropdown menu.
GRID VIEW:
SPREADSHEET VIEW:
Step 3: Edit the fields you wish to make changes to. This window has many options, so be sure to scroll down to find all the fields you wish to edit.
The Bulk Edit window includes the following sections:
Specifications — Schedule, Type, Supplier, Manufacturer, Quantity, Lead Time, URL, Model/SKU, Dimensions, Finishes, Materials, Description, Color, Weight
Notes — Notes and Client Notes (with the option to add to or replace existing notes)
Pricing — Trade/Retail status, MSRP, Discount, Designer Price, Markup, Sales Tax, Shipping
Dates & Status — Invoice Number, PO Number, Acknowledgement Number, Tracking Number, PO Submit Date, Estimated Ship Date, Actual Ship Date, Estimated Receive Date, Actual Receive Date, Estimated Install Date, Actual Install Date
💡 Tip: To bulk update status dates like Estimated Install Date, scroll down to the Dates & Status section in this edit window. This is different from the Update Status action, which only changes the status label (e.g., Proposed, Ordered, Shipped).
Step 4: Click the red "Save" button once all changes have been made.
