Using Wizards to make bulk changes to items
Within Citrus-Lime POS there are a number of Wizards to allow bulk changes to the items in your database.
The Item Detail Wizard allows the user to:
|Search and filter by||To make changes to|
|Item code||Barcode Description
||Department / Category|
|Price changed (any price)||Brand|
|Stock on hand||Season|
|Brand||Active / Inactive status|
|Season||Enter Price at POS status|
|Gender||QTY entry not allowed at POS status|
|Department / Category||Item not discountable status|
|Active Status||Allow on purchase order status|
|Bin location||Packed / item weight
|Enter Price at POS status
||Label print mode|
|QTY entry not allowed at POS status
||Link to SIM|
|Item not discountable status
|Allow on purchase order status
||Do Not Order|
|Label print mode
|Packed / item weight
Prices can be changed within the pricing wizard. Learn how to here
Wizards are found in the back office menu in the 'Create & Manage Items' section:
Select the 'Modify Item Detail Wizard'
Inside the wizard, the first step is to search for the items that you need to change. To filter, type in any of the fields and hit enter.
Once you have found the required items, you can add them individually or add all searched:
NOTE: More search fields can be added by clicking 'Select Columns'. Simply click and drag to place the filter onto the search grid:
Once you have selected your range of items, click 'Edit Items' at the bottom of the page to move to the edit screen.
Items can be edited individually or in bulk using the text fields or the modify all functions.
Committing your changes
Changes will be visible in the item grid. Once you are happy with the changes, click save changes. Then click 'Commit Changes':
NOTE: Changes made in wizards are permanent and should be reviewed before committing.
If the items you are editing are connected to a matrix parent, ticking the 'Update Matrix Items and Matrix Parent' tick box will update the changed values on all items within that matrix and its parent.
NB: Wizards are processed sequentially, so will be 'queued' and processed one after another.