Mass Maintenance

Overview

The purpose of this document is to explain the features and functionality of using Mass Maintenance when it comes to making changes and updates to your inventory. As well as importing from Master inventory into your local inventory.

Viewing Mass Maintenance

To view the Mass Maintenance screen go to Inventory > Inventory Manager > Mass Maintenance.

Next, you are presented with three options.

Even though each option is very similar, the purpose of each is different. The sections below will explain each option above.

Import from Master

The purpose of Importing from your Master, allows you to bring random products, a product line, or an entire manufacturer that currently is not a part of your local inventory so you can sell, and replenish.

In this screen, you will use the filters to locate what products you want to import. You can choose from Item Groups, MFG, Part numbers, Product types, etc.

The results will appear below.

From here you can cherry-pick what items you want to be imported, by selecting or deselecting the item numbers. Once you’ve selected the items you wish to import, select “Proceed.”

In the next screen, you can update some basic information about the items you’ve selected.

On the Settings tab, you can add these items to an item group, change item template for pricing or new item rules, details about the product, i.e., weight, package quantities. You can also convert the items from one MFG/Vendor to another. Finally, you can mark these items as “Stock’ so they will appear in critical purchasing when you have demand.

On the next tab, you can set a specific Buying and Selling Cost.

On the Classification tab, you can add a specific Product Type, Codes, or any of the UD Classifications.

Finally, on the last tab, you can set Selling enforcements.

If you make any changes to the items, i.e. item groups, product types you will need to apply these changes before importing the data. Make sure you select ‘Apply’ to save the updates.

Once the changes have been applied the ‘Apply’ button will gray out. If you need to undo these changes select ‘Undo.’

If you are satisfied with the changes, select ‘Import Items.’ Based on the number of items these may take a few seconds to import. Once completed you will receive the following message.

These items will now be a part of your local inventory.

Manage Master Inventory

The purpose of Managing your Master Inventory is to make sure you have the most updated information when it comes to your full catalog of inventory.

This is perfect if you received a part number or pricing update from a manufacturer and want to update your master inventory so when and if you are ready to order that item the information is correct.

In this screen, you will use the filters to locate what products you want to update. You can choose from Item Groups, MFG, Part numbers, Product types, etc.

The results will appear below.

From here you can cherry-pick what items you want to be updated, by selecting or deselecting the item numbers. Once you’ve selected the items you wish to import, select “Proceed.”

In the next screen, you can update some basic information about the items you’ve selected.

On the Settings tab, you can add these items to an item group, change item template for pricing or new item rules, details about the product, i.e., weight, package quantities. You can also convert the items from one MFG/Vendor to another. Finally, you can mark these items as “Stock’ so they will appear in critical purchasing when you have demand.

On the next tab, you can set a specific Buying and Selling Cost.

On the Classification tab, you can add a specific Product Type, Codes, or any of the UD Classifications.

Finally, on the last tab, you can set Selling enforcements.

If you make any changes to the items, i.e. item groups, product types you will need to apply these changes before you update the data. Make sure you select ‘Apply’ to save the updates.

Once the changes have been applied the ‘Apply’ button will gray out. If you need to undo these changes select ‘Undo.’

If you are satisfied with the changes, select ‘Commit Change.’ Based on the number of items these may take a few seconds to update. Once completed you will receive the following message.

These items will now be updated.

Manage Local Inventory

The purpose of Managing your Local Inventory is to make sure you have the most updated information when it comes to your local inventory.

This is perfect if you received a part number or pricing update from a manufacturer and want to update your local inventory so when and if you are ready to sell or order that item, the information is correct.

In this screen, you will use the filters to locate what products you want to update. You can choose from Item Groups, MFG, Part numbers, Product types, etc.

The results will appear below.

From here you can cherry-pick what items you want to be updated, by selecting or deselecting the item numbers. Once you’ve selected the items you wish to import, select “Proceed.”

In the next screen, you can update some basic information about the items you’ve selected.

On the Settings tab, you can add these items to an item group, change item template for pricing or new item rules, details about the product, i.e., weight, package quantities. You can also convert the items from one MFG/Vendor to another. Finally, you can mark these items as “Stock’ so they will appear in critical purchasing when you have demand.

On the next tab, you can set a specific Buying and Selling Cost.

On the Classification tab, you can add a specific Product Type, Codes, or any of the UD Classifications.

Finally, on the last tab, you can set Selling enforcements.

You will also notice in the search results some of your items that are highlighted in different colors.

Red - means that these items are on open orders, so if anything changes these orders will need to be refreshed to view the item update.

Blue - means these items have 0 availability on hand.

Yellow- means these items have invalid UPC numbers.

Now, if you make any changes to the items, i.e. item groups, product types you will need to apply these changes before you update the data. Make sure you select ‘Apply’ to save the updates.

Once the changes have been applied the ‘Apply’ button will gray out. If you need to undo these changes select ‘Undo.’

If you are satisfied with the changes, select ‘Commit Change.’ Based on the number of items these may take a few seconds to update. Once completed you will receive the following message.

These items will now be updated.