How You Make Item Mass Changes

You can 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 submenu you can:

Assign items to organizations.
Assign items to supplier site organizations.
Assign, reassign, or unassign items to catalog categories.
Change the item class of selected items.
Edit item attributes.
Edit items in a spreadsheet.

You must include the fields that will be changed in the search prior to selecting the items that will be changed. For example, to change item category assignments you must include catalogs and categories as columns in the search results table and as fields in the search.

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.

Assign or Reassign 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.

For reassigning 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.

After you save your changes, they're applied immediately to the database. No commit options are available. The application will launch a dialog asking if you want to make the change, since no commit options are available for this mass change action.

Assign Items to Supplier Site Organizations

Item supplier site organizations associate 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. This mass flow creates all combinations of the organizations and supplier sites selected. For example, if you select three organizations (org1, org2, and org3) and three supplier sites (Sup1, Sup2, and Sup3), all combinations of these selections will be used: org1Sup1, org2Sup1, org3Sup1, org1Sup2, org2Sup2, org3Sup2, org1Sup3, org2Sup3, and org3Sup3.

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.

First the user selects the suppliers, then the organizations. Next, they select if the items selected are pack items and create the item supplier organization associations for pack hierarchy.

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

Change Item Class

To change the item class for several items, search for and select items. In the Change Item Class dialog, select the new item class to be applied to the selected items, and the import format to be used when you import the modified items back to the product hub. Click Download to generate a spreadsheet, which contains the existing item class attributes and values, but mapped to the new item class. Edit the attribute values in the spreadsheet, as needed. Then import the spreadsheet using an item batch.

Edit Item Attributes

You can edit the item attributes in the Edit Item Attribute dialog box or export them to a spreadsheet for editing. This method is useful when you need to set an item attribute to the same value across many items. For example, updating the Orderable attribute to Yes for 100 items. Using this flow, you can modify both item and item supplier site organization attributes.

To edit the item attributes:

On the Manage Items page, search and select the items for which you want to edit the attributes.
Note: Only the column attributes that are seen in the search results table are available in the Edit Item Attributes dialog box or in the spreadsheet. Use the options available on the View menu to add or remove column attributes in the search results table.
To edit the item attributes in the UI:
1. Click Actions > Manage Item Mass Changes > Edit Item Attributes.
  The Edit Item Attributes dialog box is displayed.
2. If you've selected few items, then you can update the values for the attributes in the Items region.
3. If the number of items is very large and you want to mass update for all items, then update the values for the attributes in the Edit Columns region. For example, if you want to change the status across a lot of items, then select the status from the Item Status drop-down list. The selected status is applied across the items.
4. Click Apply and then click Next.
  
  The Process Details dialog box is displayed.
5. Provide process details such as batch options including scheduling information. Also, specify change order details in those cases where business rules require approval for any of the changes made.
6. Click Submit.
To edit the item attributes in a spreadsheet:
1. Click Actions > Manage Item Mass Changes > Edit Item Attributes in Spreadsheet. The selected items are exported into a spreadsheet and after a few minutes the message "The spreadsheet was generated and can now be downloaded." is displayed.
2. Click Download and download the file to your system. For more information, see the next section Edit Items in a Spreadsheet.

Edit Items in a Spreadsheet

Editing items in a spreadsheet lets you work offline on the item updates and upload them back to the application. The Edit Items in Spreadsheet option generates a smart spreadsheet that you can download to your system. You can review and make further changes to the items and then upload the data directly from the spreadsheet into the item batch for importing to Product Hub. You can only mass edit 100 item attributes at a time.

The columns in the smart spreadsheet is the same as the Search Results table on the Manage Items or Browse Items pages. You can add specific columns to the Search Results table for adding them in the smart spreadsheet.

Note: Item relationship attributes aren't exported to Smart Excel.

When the smart spreadsheet is generated, an Import Map is automatically created at the back end with the mappings for the attributes or columns from the Search Results table on Manage Items or Browse Items pages. This Import Map won't be visible on the Manage Import Maps page. The smart spreadsheet is created in the logged in user's language.

To edit the spreadsheet, you must have a role with the following privileges:

Manage Item Batch (EGI_MANAGE_ITEM_BATCH)
Generate Access Token (EGI_GENERATE_ACCESS_TOKEN_PRIV)
Get Item Batch Rest (EGI_GET_ITEM_BATCH_REST)
Manage Item Batch Rest (EGI_MANAGE_ITEM_BATCH_REST)
Import Item (EGP_IMPORT_ITEM_PRIV)

Note: If your mass changes aren’t imported, make sure that the Schedule attribute for the Product Information Management Data Hub (PIMDH) spoke system is set to On data load.