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Product Bulk Tools

Changing prices one product at a time doesn’t scale past a handful of products. The product Bulk Tools page handles the common catalogue-wide jobs: refreshing costs, repricing, undoing a price change that went too far, and turning BOMs into kits.

Open the Products list, then choose Bulk Tools from the three-dots menu at the top right. The tools sit on four tabs.

How the tabs work

Each tab starts with Load Products, then shows a product grid you can search, filter and select from. The grid remembers its columns and filters. Every tab works the same way:

  1. Select the products to change.
  2. Set the new values, either for all the selected rows at once or one row at a time.
  3. Press the save button. Nothing is saved before this.

Refresh reloads the grid from the latest saved data.

Updating costs from calculated cost

Each product has a fixed cost, and a calculated cost worked out from its stock transactions using your costing method (FIFO, LIFO or Average). Over time the two drift apart. The Update Cost from Calculated tab brings them back together.

Select products and choose Set Cost from Calculated to fill in their new cost, or type a new cost into any row. The difference column shows how far each cost would move. Tick Only show changed to hide products whose cost wouldn’t change, and Skip products with zero calculated cost to leave alone products with no stock history to calculate from. Save Selected saves the changed costs.

Updating sell prices

The Update Unit Price tab reprices products from a base plus a markup. Choose Set price from:

  • Current Unit Price: for a straight percentage increase
  • Current Cost or Calculated Cost: for cost-plus pricing
  • Last Sell Price: to bring the list price into line with what you’ve actually been charging

Enter a Markup %, select products, and choose Apply to Selected to fill in their new price. Adjust any row by hand, then Save Selected.

Reverting a logged change

Every change to a product is recorded in its change history. The Revert from Change Log tab uses that record to undo one change across many products at once. It’s built for the moment a price increase turns out to have hit products it shouldn’t have.

Finding the change

Describe the change you want to undo:

  • Field: Unit Price or Cost
  • Changed from and to: the dates the change was made between
  • Changed by: one user, or Anyone
  • Expected change %: optional. Enter 10 to match only changes of about 10%, which separates a bulk increase from ordinary edits in the same window. Leave it blank to match any change.

To limit the products, add taxonomies under Must be in; products must be in every one listed (or a child of it). The grid’s own column filters narrow it further.

Choose Load Products, select the products to check, then Find Logged Changes. Each product gets a status:

  • Ready to revert: one matching change, and the value hasn’t changed since
  • Already at old value: the product already holds the value from before the change
  • Changed since: the value has been edited again after the matching change
  • Several matches: more than one change in the window matches
  • No matching change: nothing in the window matches

Hover over a status to see any later edits. Tick Hide products with no matching change to clear them out of the way.

Reverting

Revert Selected restores the exact value each product had before the matching change, after asking you to confirm. Only products marked Ready to revert are included, unless you tick Also revert conflicts, which also reverts products marked Changed since or Several matches. That discards the later edits, so check them first.

Each product is re-read just before it’s saved. If its value has changed since you found the logged changes, it’s left alone and marked Changed since rather than overwritten.

Creating kits from BOMs

The Create Kits from BoMs tab turns products that have a Bill of Materials into kits, so they can be sold and fulfilled by drawing their components from stock.

  1. Tag the products to convert with a taxonomy, for example using Bulk Edit on the products list.
  2. Choose that taxonomy as the Staging Taxonomy. Only products in it are loaded, and the taxonomy is kept afterwards so the batch can be checked or retried.
  3. Choose the BOM to use for each product, select the rows, and choose Preview Selected. The preview checks each BOM’s structure and works out the component quantities. Nothing is changed.
  4. Choose Create Valid Kits to create the kits that passed the preview.

Each BOM is checked again immediately before its kit is created, so a BOM edited after the preview can’t produce an out-of-date kit.