How to Use the Bulk Item Editor in Pabau

In this article, we will guide you through the steps on how to use the Bulk Item Editor to update your products, services, and packages quickly and efficiently.

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The Bulk Item Editor helps you save time by allowing you to update multiple products, services, or packages all at once - no more editing items one-by-one. It also ensures consistency across your offerings, reducing the risk of manual errors and keeping your data accurate and up to date.

How to Use the Bulk Item Editor for Products

Step 1: Navigate to Products

Log in to your Pabau account and navigate to "Stock" in the left sidebar menu, then click on "Products".

Step 2: Access the Bulk Edit Tool

Once you're in the ''Products'' section, look for the ''Bulk Item Editor'' in the top-right corner of the screen. Click this button to start making your updates.

Step 3: Choose the Item Type to Edit

Once you open the Bulk Item Editor, you’ll see a search bar at the top where you can search for specific items by name - helpful if you have a large list. Next to it, there’s a ''Show Archived Items'' button that, when clicked, will display any products that have been archived.

Below that, you’ll see tabs for Products, Services, and Packages. Click on ''Products'' to proceed with editing product details.

Step 4: Filter and Edit Product Details

After selecting ''Products'' in the Bulk Item Editor, you'll see a table displaying columns such as Status, Item, Category, Cost, Retail Price, Tax Rate, Supplier, SKU, and others.

Filtering Products

Each column header has a small icon with three horizontal lines. Clicking this icon opens a dropdown menu with filter conditions like "Contains," "Equals," "Begins with," "Ends with," etc.

For example, to find products ending with the letter "d," click the filter icon next to the Item column, select "Ends with," and enter "d" in the search field.

You can combine multiple conditions using "AND" or "OR" to refine your search further.

Editing Product Details

To modify fields such as Retail Price, Cost, Tax Rate, or others, double-click the desired cell, enter the new value or select from the dropdown (depending on whether you're updating a price or category), and press ''Enter'' to save the change. 

A button will appear at the top right corner of the screen, indicating that the changes have been saved. 

Now that you know how to update product prices, you can easily apply the same process to modify other details and keep your inventory up to date.

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How to Use the Bulk Item Editor for Services

Step 1: Navigate to Services

Log in to your Pabau account, and in the left sidebar menu, go to "Setup", then click on the "Services" button under "Services".

Step 2: Access the Bulk Edit Tool

Once you're in the ''Services'' section, look for the ''Bulk Item Editor'' in the top-right corner of the screen. Click this button to start making your updates.

Step 3: Choose the Item Type to Edit

Once you open the Bulk Item Editor, you’ll first have the option to choose a ''Location''. After that, you’ll see a ''Search Bar'' at the top where you can search for specific items by name - helpful if you have a large list. Next to it, there’s a ''Show Archived Items'' button that, when clicked, will display any services that have been archived.

Below that, you’ll see tabs for Products, Services, and Packages. Click on ''Services'' to proceed with editing product details.

Step 4: Filter and Edit Service Details

After selecting ''Services'' in the Bulk Item Editor, you'll see a table displaying columns such as Item Name, Category, Duration, Deposit, Online Booking, Tax, Cost, Price, Resources, and others.

Filtering Services

Each column header has a small icon with three horizontal lines. Clicking this icon opens a dropdown menu with filter conditions like "Contains," "Equals," "Begins with," "Ends with'', etc.

For example, to find services ending with the letter "d," click the filter icon next to the Item column, select "Ends with," and enter "d" in the search field.

You can combine multiple conditions using "AND" or "OR" to refine your search further.

Editing Service Details

To edit fields like Duration, Cost, or Price, double-click the desired cell, enter the new value or select from the dropdown (depending on whether you're updating a price or duration), and press "Enter" to save the change.

A button will appear at the top right corner of the screen, indicating that the changes have been saved. 

Now that you know how to edit service details, you can easily update durations, costs, and prices to keep everything accurate and up to date.

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How to Use the Bulk Item Editor for Packages

 

Step 1: Navigate to Packages

Log in to your Pabau account, and in the left sidebar menu, go to Setup, then click on "Packages" under the Services section.

Step 2: Access the Bulk Edit Tool

Once you're in the ''Packages'' section, look for the ''Bulk Item Editor'' in the top-right corner of the screen. Click this button to start making your updates.

Step 3: Choose the Item Type to Edit

Once you open the Bulk Item Editor, you’ll see a search bar at the top where you can search for specific items by name - helpful if you have a large list. Next to it, there’s a ''Show Archived Items'' button that, when clicked, will display any packages that have been archived.

Below that, you’ll see tabs for Products, Services, and Packages. Click on ''Packages'' to proceed with editing package details.

Step 4: Filter and Edit Package Details

After selecting ''Packages'' in the Bulk Item Editor, you'll see a table displaying columns such as Status, Item, Service, Category, Session Count, Duration, Price, Tax Rate, and others. 

Filtering Packages

Each column header has a small icon with three horizontal lines. Clicking this icon opens a dropdown menu with filter conditions like "Contains," "Equals," "Begins with," "Ends with'', etc.

For example, to find package items related to Botox, click the filter icon next to the ''Item column'', select ''Begins with'', and enter "Botox" in the search bar.

You can combine multiple conditions using "AND" or "OR" to refine your search further.

Editing Package Details

To edit fields like Status, Session Count, Duration, Price, or others, double-click the desired cell, enter the new value or select from the dropdown (depending on whether you're updating a price or duration), and press the ''Enter'' key to save the change.

A button will appear at the top right corner of the screen, indicating that the changes have been saved. 

Now that you know how to edit packages, you can keep your offerings up to date with just a few quick changes.

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