Bulk Update Tool
Adjust, correct, or restructure your yard inventory using Bulk Update, Cycle Count, or Resize movements. Track all changes with full audit history.
Purpose
The Bulk Update tool allows you to adjust inventory levels, update component metadata, perform cycle counts, or resize components.
Each action is logged as a movement and is fully reversible. This ensures clean audit trails and correct inventory history across all components.
How to Access
Open the main menu → Inventory → Bulk Updates
The Bulk Updates tab is located alongside:
Overview
Requests
Permissions: Users require inventory-related permissions, such as Bulk Update to use this tool
User Interface Overview
When the page loads, you will see:
Accordion Sections
Pending
Bulk Updates
Reversed
Voided
Each section can be expanded to view historical records.
At the bottom-right of the screen: Yellow + Button → Used to create a new Bulk Update.
Step-by-Step Workflow
1. Create a New Bulk Update
Click the yellow + button in the bottom-right corner.
The system opens the Add Bulk Update screen.
You will now see the form divided into four main sections:
Bulk Update Information
Inventory Information
Summary
File Uploads
2. Bulk Update Information Section
Fields displayed:
Type
Select Bulk Update, Cycle Count, or Resize
Yes
Notes
Optional notes about the movement
Optional
Movement Type Picker When selecting Type, a system modal appears:
Bulk Update
Cycle Count
Resize
3. Select the Correct Movement Type
Bulk Update
Quantity or metadata changes
Increase/decrease quantities OR update Code, Category, Size, Name, Location, Supplier, Type, Weight, Hire Cost, Replacement Cost, Selling Cost, Alert Level%
Cycle Count
Temporary quantity increase
Used when physical stock has returned but has not yet been processed back into the yard. Allows issuing deliveries immediately. Fully reversible once processing is done.
Resize
Converting components
Used when cutting or modifying components. E.g. cutting an 8ft tube into two 3ft tubes. Decreases one component, increases another.
4. Inventory Information Section
This table allows you to search and edit component quantities or details.
Search Bar: “Search by code, category, name, size, location or supplier”
Table Columns Displayed:
Code
Component code
Category
Component category
Size
Component size
Name
Component name
Location
Yard or storage location
Supplier
Component supplier
Type
Component type
Weight
Weight per item
Total Qty
Current total stock
Available Qty
Available to issue
Edit Qty
New amount (increase or decrease)
Hire Cost
Hire rate
Replacement Cost
Replacement value
Selling Cost
Selling price
Alert Level %
Low-stock alert threshold
Editing Quantities (Edit Qty Field)
Use Edit Qty to increase or decrease component quantities during a Bulk Update. Enter a positive number to increase stock, or a negative number to reduce it.
Examples:
Total Qty = 100
To increase by 10 → Enter 10
To decrease by 10 → Enter -10
The system will automatically calculate the new totals based on the value entered.
5. Summary Section
The system automatically calculates and displays:
Total Items
Number of different components being updated
Total Counts
Total quantity being increased or decreased
Total Weight
Combined weight of all items in the update
These values update automatically based on your table edits.
6. File Uploads Section
Used for uploading supporting documents such as:
Photos of damaged items
Measurement documents
Yard records
Supporting PDFs
Users can drag files into the upload box or click Choose file.
7. Finalise the Bulk Update
Once all fields are complete, you will see the action buttons at the bottom of the screen:
UPDATE – saves changes but keeps the record in an editable state (not yet approved)
APPROVE – finalises the Bulk Update and applies all quantity or metadata changes
VOID – cancels the update completely and does not apply any changes
To complete the Bulk Update:
Click APPROVE.
Outcome
The Bulk Update is saved and finalised.
All quantity or metadata adjustments are applied immediately.
A movement record is created under the appropriate accordion group:
Bulk Updates
Reversed (if later reversed)
Voided (if voided)
Every component included in the update receives a new entry in its Component Log for full audit tracking.
Key Rules and Notes
All updates create a movement record
Stores in Bulk Updates list and individual component logs
Updates are reversible
Reverse an update anytime to restore original values
Quantity cannot go below zero (unless Negative Inventory is enabled)
The system will block invalid submissions
Resize affects two components
One decreases; another increases
Cycle Counts are temporary
Must be reversed once the real return is processed
Metadata updates are done via Bulk Update
Code, name, weight, cost, etc., are edited here
What Happens Next
When a Bulk Update is created:
Update appears under Bulk Updates accordion
With type, date, total items, and notes
Summary stored in component logs
Full audit history maintained
Reversal option available
Restores all values back to pre-update status
Troubleshooting and Common Questions
Quick answers to common issues when creating or managing Bulk Updates.
Cannot select a movement type
Check role permissions
Cannot submit update
Ensure Edit Qty fields contain valid numbers
Quantity refuses to decrease
Negative Inventory may be disabled
Resize option not showing extra fields
Ensure Resize is selected as Type
Update not appearing in list
Expand the correct accordion group
Incorrect totals in Summary
Check if Edit Qty values were entered as positive or negative
Last updated