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Bulk Edit Products

This article covers the different functions that can be used to Bulk Edit multiple Products.

Updated over a year ago

What is Bulk Editing?

When managing a menu, it can become time-consuming to edit individual product settings. Oolio provides a Bulk Edit Action, that allows the user to apply a variety of setting changes to multiple products at once.

A key note to remember when bulk editing products, is that this action will override all previous product settings previously set for the associated action.

It is recommended to use this function once already comfortable in the Back of House to avoid allowing any room for error.


How to Bulk Edit

  • Begin in the Products Tab of the Back Office

  • Next to each Product Name, there is a tick box, begin selecting the tick box next to each Product desired to Edit

Click on $
  • Categories can also be Bulk Edited, use the Category Filter only to show the Category desired to work within

  • Then select the tick box at the top of the Product List beside Product Name

  • On the top right of the screen, select the blue Options button

    • The number shown on this button will depict how many products have been selected

  • A pop-up will appear showing all the different actions to choose from

Click on Options (2)…
  • Select the action that is required to change


What are Bulk Edit Actions?

Bulk Edit Actions are used to configure multiple Product Settings at once.

Below is a table describing each action along with relevant descriptions.

Action

Description

Set Price

The ability to set the sell price for multiple products at once.

Assign Category

Category name is the name of the category that the products will be displayed in. Categories are used to group the products into a logical order.

Assign Tax

The Tax Code for the products that must be collected when selling these products.

Assign Reporting Group

Reporting groups can be as vague or specific as desired. Any product left without a Reporting Group will be labelled under Other.

Assign Printer Profile

Printer Profiles are used to determine where the products print.

Assign Stores

For Multi-Venue Set Ups, Products can be sold in multiple stores, or just one.

Assign Options

Use the search bar to assign Option Groups or Modifiers. This tool can also be used to add existing products to create combo items.

Delete Products

Delete multiple Products at once. This action cannot be undone once confirmed.


REMINDER

When bulk editing products, an action will override all previous product settings previously set for the associated action.

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