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12 Manage Product and Service Data: Manage Product Mass Updates

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This chapter contains the following:

Item Mass Changes: Explained

Commit Options for Item Mass Changes: Explained

FAQs for Mass Updates

Item Mass Changes: Explained

Update information for more than one item simultaneously by searching for and selecting items and then accessing the Manage Item Mass Changes submenu within the Action menu on the Manage Items search results table.

Through the Manage Item Mass Changes menu you can:

  • Assign items to organizations.

  • Assign items to supplier site organizations.

  • Assign, reassign, or unassign items to catalog categories.

  • Update item attributes.

Assign Items to Organizations

Items are engineered, manufactured and distributed by physical facilities called organizations. Organizations can also be sales centers such as stores. To enable an organization to perform any of these functions on an item, you must first assign the item to that organization.

If the items selected have associated packs or structures, you can also specify these options:

  • Assign packs: Packs available for the master organization items will be available in the selected child organizations.

  • Assign item structures: Select one or more structures then specify to either copy or common the structures.

Commit options let you apply these assignments directly to the database or export the data to a spreadsheet for further review or modification.

Important

Include Catalog and Categories as part of the item search criteria or include the Catalog and Category column in the search results table to assign, reassign, or unassign catalog categories.

Assign Items to Catalog Categories

You can select one or more catalogs' and one or more categories within each catalog to assign to the selected items,

Rules established at the catalog level determine whether you can assign single or multiple catalog categories to the item. If a catalog has multiple assignments enabled, then the same item can be assigned to more than one category associated to the catalog.

Reassign Catalog Categories

The catalog category assignments for the selected items will be removed and assignments will be made to the newly selected catalog categories.

Unassign Catalog Categories

The catalog category assignments for the selected items will be removed.

Assign Items to Supplier Site Organizations

Item Supplier Site Organization associates an item to a supplier site and an organization. It indicates that for a given organization, the item is being supplied from the specific supplier site.

If the items selected have associated packs (pack items defined in the pack hierarchy of an item), then you can associate those packs to the supplier site organizations.

Commit options let you apply these assignments directly to the database or export the data to a spreadsheet for further review or modification.

Update Item Attributes

Search for and select items that need attribute changes and edit them in a dialog box or export them to a spreadsheet for editing. If you export for editing, you can then apply the modifications by selecting Upload from within the spreadsheet.

To edit in a dialog box, go the Manage Items page and search for an item. When your item appears, select a few rows. From the Actions menu, select Manage Mass Change and then Edit Multiple Items

Both item and item supplier site organization attributes can be modified using this flow.

Important

Only the attributes included in the search results table will be exported to the spreadsheet. Use the options available on the View menu to add or remove item attributes in the search results table

When you click Upload, you must specify batch options including item version and scheduling. Also specify change order details in those cases where business rules require approval for any of the changes made.

Commit Options for Item Mass Changes: Explained

Commit options let you specify whether to apply changes directly to the database or export the data to a spreadsheet for further review or modification.

Commit options are available for the following item mass change activities:

  • Assign items to organizations

  • Assign items to supplier site organizations

  • Assign items to catalog categories

  • Reassign items to catalog categories

Apply Changes to Database

Changes are applied directly to the database.

Specify item batch options including item version and scheduling. Also specify change order details in those cases where business rules require approval for any of the changes made.

Manage in Spreadsheet

You can review and make further changes to the items through the downloaded spreadsheet and then apply the changes to the database by selecting Upload from within the spreadsheet.

When you click Upload, you must specify batch options including item version and scheduling. Also specify change order details in those cases where business rules require approval for any of the changes made.

Note

If you schedule the item batch to be processed at a later time, then it will be available as an internal item batch through Manage Item Batches.

FAQs for Mass Updates

How can I update item attributes using a spreadsheet?

Select Update Item Attributes from the Manage Item Mass Changes submenu within the Action menu in the Manage Items search results table. Edit the attributes in the spreadsheet and then apply the changes to the database using the Upload button in the spreadsheet. Note that the appropriate item attributes must be included in the search results table in order to export them to a spreadsheet for modification.

What's the difference between using common item structures and copy item structures?

If you need to create an item structure that is very similar to an existing structure, then it is easier to copy the item structure and make the necessary modifications rather than create a new one.

If you need to create an item structure that is identical to an existing structure so that it does not require any component changes, then common the item structure to reduce maintenance and the risk of errors.

How can I update item supplier site organization attributes using a spreadsheet?

Select Update Item Attributes from the Manage Item Mass Changes submenu within the Action menu in the Manage Items search results table. Edit the attributes for supplier site organization in the spreadsheet and then apply the changes to the database. Note that the appropriate supplier site organization attributes must be included in the search results table in order to export them to spreadsheet for modification.


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