You can use the Reorder Levels and Bin Location Wizard to update minimum and maximum levels in bulk.

The first thing to do is select the store you wish to make the changes to, then choose how you wish to add items to the wizard:

In the example below, we have used the Search and Select Items and filtered to find any items with a minimum and maximum level of zero from the supplier Citrus-Lime have been selected (you may need to use Manage View to bring those columns into the grid):

You can now select which items from the filter results you wish to add to the wizard, by ticking the box on the left-hand side next to each item.  If you wish to select every item that has been returned by the filter, click the Select All button in the top left:

Once you select some items, you can see how many items the wizard will apply to:

Click the Create Wizard button in the top right to start adjusting the min / max levels by using the Modify All functions (if you want to apply the same setting to every item) or by manually typing into each field:

To help you plan the min / max levels you set, the table displays Sales - 7 Days, so you can see how well an item has been selling over time and make a judgement on how much stock you should keep available. You can also bring in columns for sales in the last 30, 90 or 365 days from the Manage View feature.

Once you've reviewed your work, you can set a time for the wizard to run if required using the Select Schedule Time  option near the top of the screen.  Unless you specify a date and time, the wizard will run immediately.  

After making your changes, click the Commit Wizard button and this will adjust your items accordingly.

Importing a file

If you already know the items you wish to update, you can import an Excel file of the items and create a wizard.  This option removes the need to search for the items and allows you to make your pricing updates in Excel rather than Cloud POS.

To use this feature, select Import Items and Create Wizard when you first create your wizard.

You can import a maximum of 10,000 records per wizard.

The file that you import must be in a particular format (see below for details), so to aid you in this process, you can click Generate Empty Template, and this will allow you to download an Excel file which is pre-populated with the mandatory column headers.

Codes can be either Item Lookup Codes, Supplier Part Codes or Barcodes (Aliases), but they must exist in the database. Any columns that you do not wish to change can be left blank as necessary, to indicate that their values should not be updated.

The columns that must be in the file are:

Code
Bin Location
Reorder Point
Restock Level

When you have prepared your file, click on the green box button to locate it, then click Open.

Once the file has uploaded, click View Wizard.

You'll now see a grid of the items you've imported. You can use the functionality on the page to make any necessary adjustments, then commit your changes using the same actions as described earlier in this article.