Mass Update

The Mass Update is the central workhorse of your inventory management system. It is a complete record of all products you have in inventory, both retail and professional. It keeps track of how many of each product you have on the shelf, subtracts those that are sold or used, and uses the data to generate purchase orders. It shows all details about the products—in fact, just about anything you need to know except how to use them.

All fields in the Mass Update are able to be edited except the SKU. Anything you change in the Mass Update will automatically be updated in the individual product record.

Access: Manage> Inventory> Mass Update

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Explanation of fields and how to use them…
Filters: This feature sorts the products to give you more convenient access to selected parts of your inventory when you wish. Select the parameters and click Go. The screen will refresh to show only the products you selected.
Print Physical Inventory: When conducting a physical inventory, click this button to get a printout of your entire inventory with a space to enter the quantity on hand for each product.
Product ID: This is the SKU number (the UPC bar code) on the product packaging. It should never change. Don’t forget professional products.
Manufacturer: The company that makes the product. This shouldn’t change, but it can if you’ve mistakenly entered the wrong manufacturer.
Product Group: One of your named groups in which the product belongs. Use this field to transfer a product into a different group (for instance, when canceling an old group or stocking a newly created one). See Add/Edit a Product Group in the KnowledgeBase.
Product Name: This is the manufacturer’s identifying name for the product, not a generic name.
Size: Each size of every product is listed separately. There is little need to change this field unless the manufacturer changes the size slightly but keeps the old name and SKU.
Cost: This is your cost from your supplier. It must be accurate and current for financial reports and analysis. Change it when necessary.
Retail Price: The price you charge your customer. Every retail product must have a price in order for the client ticket to autofill at checkout, so keep this field up-to-date. Professional products will not have a retail price.
On Hand: This is the quantity of each product you physically have on your shelves and in the back room. It automatically changes as products are sold or used. An accurate count is essential for the inventory management system to function properly. If you find a number is not accurate after you’ve taken a physical inventory, change it here.
Target: The quantity of each product you want to keep stocked on the shelf and in the back room at all times. The system will compare your On Hand number to this Target number and make up the difference on your next purchase order so your shelves are always stocked. These numbers are essential for the inventory management system to function properly. You may find through experience that some target numbers are either too high or too low, and you can change them here.
Use-Up Time: This is the number of days (usually 30, 45, 60, 90, etc.) that it takes for the average person to use up this product in this size. The use-up number drives the point-of-sale feature that reminds clients that they’re running low on a product and may need to buy more when they are checking out or scheduling online. You may have to guess at use-up times at first, and later change them if experience proves differently.
Status: A product is either active (sold or used in your salon) or inactive (dropped from the line by either the manufacturer or your choice). Use the drop-down box to select. An inactive product will not appear at point-of-sale or in current reports but will be retained in the system for historical reporting purposes.
Type: Retail or professional. Select from the drop-down box.
Most product inventories are pages long. Navigate from page to page by using the “prev” and “next” arrows at the top of the product list.
 

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