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To filter then bulk edit items on the My Inventory tab

You can create a filtered inventory list on the My Inventory tab then bulk edit all items in the list. Filtering and then bulk editing is an efficient way to add item details such as classifications, cost of goods, or item notes to multiple items at the same time. You can also use bulk editing to change item details such as pricing strategy or permanently delete items from your inventory.

To create a filtered list

1. On the My Inventory tab, in the Category drop-down menu, select a category.

2. Select the Browse option.

   

3. In the Browse drop-down menu, click Filter to open the Filter Criteria dialog box.(You can also click the Filter Criteria button to open the dialog box.)

   

4. Click Add and then do the following:
   • In the Column list, select an item detail to filter by.
   • In the Operator list click Equals, Not Equals, Less Than, Greater Than, Starts With, or Contains, as appropriate.
   • In the Value list, select or enter a value.

5. Repeat step 4 as many times as needed to create your filter, then click OK.

   

To bulk edit items in a filtered list

1. On the My Inventory tab, click Edit All to open the bulk editor and make your changes.

   

2. While the bulk editor is open, do the following, as needed:

   • If you want to set a field back to its original value, click in the field, then click Reset Field.
   • If you want to clear all existing data from a field, click in the field, then click Clear Field.
   • If you want to permanently delete all items in the filter from your inventory, click Delete All.
   • To exit the bulk editor without saving any changes, click Cancel. You can also click the Edit All button to exit the bulk editor without saving any changes.
2. Click OK.
3. If have edited an item detail that already has data in it (such as a classification), a dialog box opens asking you to confirm the change. Click Yes to replace existing values. Click No to add to, not replace, existing values.

See also

• Classifications and Classification Notes
• To add or remove a classification or classification note
• Listing Inventory

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