This screen shows you a listing of all your active items, not including the discontinued ones. Pressing ENTER on a selected record, the one with the blue bar across will edit the item and display the item record.
You can press F2 or click on the button to change the search scheme. The default item record search schemes are, Item Code, Description (Contains), Category, Preferred Vendor, Vendor’s P/N, UPC (GTIN), Private Bar Code, Keywords, and Created On. You can edit this list to suite your particular needs.
For details on how the search filter works as well as the other options, read Record List Screen Basics.
There are more bulk changes for the item record than just about anywhere else. Bulk changes allow you edit items from a special screen that will edit more than one item record at a time. The idea is to filter the items you want to bulk change first by using the Filter by: & Power Search features, then press the bulk changes button. You will see a menu of all the different fields that you can edit. The bulk change feature only changes the items you see in your list which is a combination of all the item record filters. There is an option to select specific items from the filtered list once you choose bulk changes or you can Proceed with Bulk Changes to change all the filtered records.
Bulk changes is a powerful tool and there isn’t an undo feature unless you make a backup first. So we strongly suggest making a backup just prior to your bulk changes and make sure that there aren’t any new changes until you are satisfied with your results.
Follow this document or go directly to any section by selecting an option:
- Bulk Change Item Availability
Bulk Change Item Vendor
Select a new vendor to change all the selected records too. This will become the preferred vendor. If you are using the multi-vendor feature, switching to a different vendor may also change your costs depending. This setting will preserve your current cost from the current vendor. If you want to rename the Item Code to match the new vendor providing that you are using an item code numbering scheme that includes the vendor code. For example if the previous vendor was “AW” and an item was “AW001”, and the new vendor code is “JT” then “AW0001” would become “JT****” where the asterisks would become the next available number for that code.
Before you perform the rename operation you should consider if you have printed labels with the item code and be aware that if you try to reverse this operation, it is unlikely that the items would return back to their original code.
Bulk Change Costs & Prices
Select the type of cost or price change you want to perform
Changing values by a percentage is usually not something you can undo because the math does not work. If you increase cost by 10% for example, you can’t decrease it by 10% after the fact to return it to the original value. You would have to decrease it by a smaller percentage. For example say you increase by 10% and 10.00 becomes 11.00. Now reducing it by 10% would make the price now 9.9. You would have to reduce it by 9.09% which would make it really close but not exact.
Bulk Pricing Model
Choose the scheme to force the price to match scheme or choose Set Price Manually to allow for free editing of the price field or choose Fill in Price at Time of Sale to prompt for the price at the register. See Pricing Schemes for more details.
Bulk Change Retail Discounts
If you want to change the discount date without changing the discount percentage or value, then choose “Change Dates Only; Keep Same Discounts”. Otherwise leaving “0%” will result in no discount for the item, which is how you would clear the discount.
Bulk Change Item Keywords
You can add or remove keywords to item records. If the keyword already exists it will not be added twice.
Bulk Change Item Category
You can change the category of an item to another category. When you change the category, any sales history will follow and you will now be able to run reports that reflect any changes. This also means that any changes you make will change reports by category from the past if you reprint them.
For example, If you have a large group of items that have been discontinued or if you are discontinuing an entire vendor, then this tool will save you time.
Bulk Reset Item Quantity On Hand
This bulk change will reset all your items to zero. This function is not designed to be used for physical inventory counting because it will make inventory adjustments. You can reset the counts for uncounted items in Physical Inventory Counting.
There is no undo for this or any bulk change, please make a backup prior to zeroing out your counts. This function is designed to help you start over in a new business or change of ownership. It is NOT intended for physical counting.
Bulk Change Past Cost Using Current Standard Cost
If you start your inventory cost at a zero value, and then later update your cost, Artisan will update all your past receiving in this one special zero cost case, if you have the Auto-Correct Zero Costs turned on, which it is by default. However, if you attempt to guess at the cost and receive items at the wrong cost, you will have to edit the receiving log to enter the proper cost. This bulk change takes your current cost in the item record and uses that for all your receiving, thereby eliminating all FIFO or LIFO, or Average Costing information you may have had. You should only do this bulk change if you really received the items at the wrong cost. If you have Auto-Correct Zero Costs turned off, then you can find only the zero cost items and just correct them. You can include Purchase Orders as well as received items. This would be useful if you have items on order and you didn’t know the cost at the time then updated the item records instead of the Purchase Order.
This bulk change will delete all your item records. They can be recovered from the Deleted Records under the Power Search Deleted Records Tab.