Performing Mass Update on Inventory

Using the Mass Update, you can update the value of an inventory field for a group of inventory records at once.

Tip

To view the Mass Update page, click the Mass Update link.

 

To perform mass update of an inventory field value:

  1. Click the Setup module.
  2. In the Administration Setup section, do the following:

§      Click next to the Mass Update option, and then click Inventory.
The Mass Update for Inventory page opens.

3.    In the Filter and Search for Items section, from the Field list, select an inventory field. The Operator and Value fields are enabled. Now, select Operator and Value, and then click Search.

Note:

You can also perform an advanced search of asset records by creating more filters. To create a filter, add an inventory field and its value with an operator.

·       To add a filter, click  

·       To remove a filter, click  

·       To remove all the filters and search results, click Clear All

4.    The items from the search result are displayed in the Items List section. The Search Results tab is enabled, by default. Select multiple items that are to be updated, and then click Select Field to Update.
The Update Inventory Field page opens.

5.    In the Item Field, select the item field. The Current Value and New Value fields are enabled

6.    Enter the current and new values and then click Save & Mass Update.
The updated items are listed in the Items Updated tab and items that are not updated are listed in the Items Failed to Update tab.

Note:

To export the search results to a spreadsheet, word document, or CSV file, click the appropriate export link on the upper-right corner of the search results grid.

Exporting the Search Results Grid

You can export the Search Results grid in the following formats:

·      Microsoft Excel (.xlsx)

·      Microsoft Word (.docx)

·      Comma-Separated Values (.csv)

To export the search results grid

1.    Click the Microsoft Excel ( ), Microsoft Word ( ), or Comma-Separate Value ( ) icon in the upper-right corner of the Search Results grid.

The File Download dialog box opens prompting you to Open, Save, or Cancel.

2.    Click Save.

The Save As dialog box is displayed with the File Type of the selected format.

3.    Browse to the desired location, specify a file name, and then click Save.

The Search Results grid is saved in the specified format at the specified location.

   The new value is updated for all the selected items.

 

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