Bulk edit items in the Company Items database

Bulk edit the following information for Company Items database items: cost code, item type, budget category, catalog category, and price.

  1. On the left panel, select Company Items.
  2. Before you select items you may want to use the Filters to only show relevant items for you to select. See Filter items on the Company Items page.
  3. Select the checkbox (left of the list of items) for all the items that you want to edit. You can also select all items by selecting the checkbox at the top left of the table.
    Note: If any selected item is present in one or more of your warehouses, any modifications that you make will impact the line item within the warehouse. Past and active purchase orders are unaffected.
  4. Select Bulk Edit ( top of the table).
  5. The Bulk edit for selected items dialog opens. Make any necessary changes to cost code, item type, budget category, catalog category, and price.
  6. Select Apply to save your changes.
    You can exit Edit mode any time without saving any changes by selecting Cancel.
The Company Items database items information is updated.