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Bulk editing

Change price, status, tags, categories and more for many products at once, and plan sales with a start and an automatic end.

With bulk editing you change many products in one go: price, list price, status, tags, categories, properties, delivery time and manufacturer. Every change has a preview first. You can run it at once or plan it for a start time, with an automatic end that restores the old values. The sale planner does the same for a sale with discount, list price, sale category and sale tag.

Where to find it

  • Prices and promotions > Bulk editing: change many products at once.
  • Prices and promotions > Sale planner: plan a sale.
  • Prices and promotions > Planned changes: all planned, running and finished changes, with cancel and undo.

What you need

  • View bulk editing to open the pages and compute previews.
  • Run and plan bulk changes and sales to apply or plan a change, to cancel, end or undo it, and to save lists of product numbers.
  • A connected shop that plinth may write to, see Onboarding wizard. Without write access you can compute previews but not run changes.

No AI key is needed. Permissions are assigned in Access.

Note: If your role needs approval for this kind of change, your change is submitted for approval first. See Approvals.

How do I change many products at once?

Open Prices and promotions > Bulk editing. The page leads you through four steps.

1. Select products

  1. Under 1. Select products, set one or more filters: Brand, Category (incl. subcategories), Tag, Property or Search (product number or name).
  2. Open More filters for Stock from, Stock to, Sale status, Active and Scope. With Scope you choose between Parent and single products and All incl. variants.
  3. Open Product numbers and lists to paste product numbers under Paste product numbers, one per line or separated by comma or semicolon. They are combined with the filters above.

To reuse pasted numbers later, enter a Name for the list and click Save list. Next time choose it under Saved list.

2. Define the change

Under 2. Change, set what should change. Everything you leave at No change stays as it is.

Field Options
Price (gross) Change by percent (minus = discount), Fixed price, Round only (ending) or Price per product from list. Enter the percent or the price under Value.
Ending and Rounding direction Round the new price to a price ending: Nearest ending, Round up or Round down.
List price Old price becomes list price, Remove list price, Fixed list price or New price plus percent.
Active status Activate or Deactivate.
More changes Add tags, Remove tags, Add categories, Remove categories, Add properties, Remove properties, Set delivery time, Set manufacturer.

For Price per product from list, enter one line per product in the form number;price.

3. Set the timing

Under 3. Timing:

  • Start: leave empty to run now, or enter a date and time. Times are in the time zone of the shop, shown at the top of the page.
  • End (revert automatically): leave empty if the change should stay. With an end, the values from the start are restored at that time.

4. Check the preview and run

  1. Click Compute preview. The preview changes nothing in the shop.
  2. Under 4. Check the preview you see for every product what would change. The line above the table counts the products, how many will change and how many are skipped.
  3. Read the column Notices. It shows warnings such as Below purchase price, and why a product is skipped.
  4. Untick products you do not want to change.
  5. Click Apply now, or Plan if you set a start time.
  6. Confirm with Run in the dialog Run this change?.

The message "Started. Progress is shown under Planned changes." or "Planned." appears. A snapshot of the old values is saved before anything is written, so the change can be undone.

Note: If you change the form after the preview, the notice "The form was changed. Compute the preview again, then the change can be run." appears. Click Compute preview again.

How do I plan a sale with a start and an automatic end?

  1. Open Prices and promotions > Sale planner.
  2. Select the products under 1. Select products, as for a bulk change.
  3. Under 2. Sale, enter a Sale name.
  4. Choose the Price type:
    • Percent discount: enter the Discount in percent and choose the Rounding of the sale price.
    • Fixed sale price per product: enter the Sale prices per product, one line per product in the form number;price.
  5. Optional: choose a Sale category (add) and a Sale tag (add). The products get this category and tag for the time of the sale.
  6. Optional: switch on Keep an existing list price. A list price that is already above the price then stays, and the discount is taken from it.
  7. Under 3. Timing, set Start and End (revert automatically).
  8. Click Compute preview and check the result.
  9. Click Plan (or Apply now without a start time) and confirm with Run.

The current price is written as the list price, so the shop shows the old price struck through. At the end, price, list price, category and tag are restored from the snapshot.

Warning: At the end, a product that somebody changed differently in the meantime is not restored. It is reported as a conflict in the details of the plan. Check these products by hand.

How do I follow, cancel or undo a change?

Open Prices and promotions > Planned changes. The list shows what, Start, End, Status and Result. Filter by status with the selection at the top. Click a row for the details: times, changes, skipped products and conflicts.

Status Meaning What you can do
Planned Starts automatically at the planned time. Cancel plan
Awaiting approval Waits for an authorised person. Nothing is changed yet. Cancel plan, Open approval
Running Is being written to the shop right now. Wait.
Active until the end The change is live. At the end the old values are restored. End sale now
Ending The old values are being restored. Wait.
Ended The old values have been restored. Nothing.
Done The change is live and has no end. Undo
Failed or End failed The run or the restore did not work. Open the details to see the reason.
Canceled Nothing was changed in the shop. Nothing.
Undone The values from before the run have been restored. Nothing.

End a sale early

  1. Click End sale now in the row of the sale.
  2. Confirm. All products are reset to the values from before the start, and the sale ends at once.

Undo a finished change

  1. Click Undo in the row.
  2. Confirm. All products are reset to the values from before the run.

Warning: Undo resets the products to the old values. Later changes to these products are lost.

If some products were changed in the meantime, the dialog Some products changed in the meantime lists them. Only a person who may manage or approve jobs can choose Reset anyway.

Common errors and fixes

What you see Cause Fix
"No products are chosen. Please set a filter or paste product numbers." The selection is empty. Set at least one filter or paste product numbers.
"No products found. Adjust the selection or filters." No product matches the filters. Widen the filters.
"The selection has … products, … are allowed. Please filter more narrowly." The selection is too large for one run. Narrow the filters and run the change in several parts.
"Numbers not found (…): …" Some pasted product numbers do not exist in the shop. Check the numbers for typing errors.
"No change is chosen." Every field is at No change. Set at least one change.
"The price needs a value." or "The list price needs a value." A price type is chosen but Value is empty. Enter the value.
"The rounding needs an ending." Round only (ending) is chosen without an Ending. Choose an ending.
"The discount in percent is missing." The sale has no discount. Enter the Discount in percent.
"The price list is empty." or "The list of sale prices is empty." The list of prices per product is empty. Enter one line per product: number;price.
"A selection is added and removed at the same time." The same tag, category or property is in the add and the remove field. Remove it from one of the two fields.
"The end must be after the start." The end time is before the start time. Correct the times.
"Compute the preview first." You clicked apply without a current preview. Click Compute preview.
"… of the chosen products are no longer part of the selection. Please reload the preview." The products changed since the preview. Click Compute preview again.
"All products are deselected." No product is ticked in the preview. Tick at least one product.
Skipped: "Variant inherits the price, choose the parent product" The variant has no own price. Change the parent product, or set Scope to Parent and single products.
Skipped: "Invalid result (price not below the old price, or not positive)" The sale price would not be lower than the current price. Check the discount or the price in your list.
"Submitted for approval. Nothing is changed until a team lead approves." Your role needs approval for this change. Wait for the approval, see Approvals.
"Only a plan that has not started can be cancelled." The plan is already running or finished. Use End sale now or Undo instead.
"Only the person who created the plan or someone who may manage or approve jobs can end or undo it." The plan belongs to another person. Ask that person or an administrator.
"Planned run skipped: the person who created it no longer has the permission … or access to the shop. Nothing was changed." The person who planned the change lost the permission before the start. Plan the change again with a person who has the permission.

See also