If you need to make adjustments to many items from your Item Management, it is not necessary to edit items one by one.

You can massively update your items using the "Update Items" button on the Item Management page.




To update items in bulk, please follow this instruction:


1. Download the template. 


You can download the file by the specific Category or Supplier or download the whole list of items. For that, do not select any of the Categories/Suppliers, just hit the "Download" button.


In case you have deactivated the Supplier but would still like to use the items, you wouldn't need to create duplicates as the items will still be available in the Update Items template. The deactivated Supplier in the list will be marked (inactive).



2. Open the file and make the necessary changes.


3. Save the file and upload it back into Precoro. 



Uploading the file back into the system takes two steps:

1. Columns Matching


Basically, at this stage, all the columns are preselected, except for the Item Custom Fields. 

If you have set any Item Custom Fields, you will need to map the columns manually by selecting the necessary option.

Please, make sure to choose the Name option (not the Code), especially if your Precoro account is integrated with QuickBooks because Precoro maps columns by the Item Custom Fields Names.


 

2. Review


In this step, you can review if the info is pulled up correctly and if nothing is missing. Once you are ready, click the "Import" button on the top or at the bottom of the page.



Once done, all the changes will be displayed in the Item Management list.