Batch Edit Items ​

Instead of opening items one by one, you can change a field on many items in a single run — for example move 40 items to a new location, or set a category on everything matching a search.

There are two ways to start, both on the items page (Items and Inventory tabs):

  • Edit selected — tick the items you want using the checkboxes, then click Edit selected in the selection bar at the bottom. The change applies to exactly those items.
  • Edit results — click Edit results in the toolbar. The change applies to every item matching your current search and filters — also the ones on other pages of the list. The button is only enabled while a search or filter is active, so you can never accidentally edit every item in the account.
The batch edit window.

What you can change ​

Pick one field per run (which fields you see depends on your permissions):

  • Current location — set a new current location
  • Item type — assign a different type
  • Condition — set Operative, Inoperative or Discarded, with optional remarks applied to every changed item
  • Categories — add categories to the items, or remove categories from them (other categories on the items are untouched)
  • Main image — upload one picture that becomes the main image on every item. The image is uploaded once and shared across the items; removing it from one item later won't affect the others.

Run the change ​

  1. Pick the field and its new value, then click Continue.
  2. A summary shows how many items will be changed, the field, and the new value. Check it, then click Start change.
  3. The items are changed one at a time with a progress bar. Keep the tab open and stay on the page until it finishes — navigating away stops the run partway.

You can click Cancel during the run; Itefy finishes the item it is currently changing and then stops. Items already changed stay changed.

The results receipt ​

When the run finishes (or is cancelled), a receipt shows what happened:

  • Changed — every item that was successfully updated
  • Failed — items that couldn't be changed, each with an error message (for example items you don't have permission to edit)
  • If you cancelled, the receipt also shows how many of the total were processed

Click Done to close — the list reloads with the changes applied.

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