Bulk Update Movement

Increase or decrease inventory quantities or update component details in bulk for stock takes, reconciliations, and corrections—with full audit tracking.

Purpose

Bulk Update is used to adjust inventory quantities or revise component information such as Code, Category, Size, Name, Location, Supplier, Type, Weight, Hire Cost, Replacement Cost, Selling Cost, and Alert Level%.

It is also used for:

• Stock Takes – aligning physical counts with system quantities

• Stock Reconciliations – correcting discrepancies after audits or inspections

• General Corrections – fixing issues caused by data entry errors or miscounts

Bulk Update provides a controlled and auditable method for keeping your digital inventory accurate. Every Bulk Update creates a movement record and can be reversed at any time.

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How to Access

Open the main menu → Inventory → Bulk Updates

Click the yellow + button to begin a new Bulk Update.

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Step-by-Step Workflow

1. Open Bulk Update

Click the + icon to start a new update.

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2. Select Movement Type

Set Type = Bulk Update in the Bulk Update Information section.

Fields:

Field	Description	Mandatory
Type	Set to “Bulk Update”	Yes
Notes	Additional context for the adjustment	Optional

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3. Edit Inventory Information

Use the search bar to locate items.

Show All Items Toggle

The Show All Items toggle controls how inventory items are displayed in the Inventory Information table.

How It Works

Toggle State	Behaviour
OFF (default)	Hides all inventory items. Once you edit or add quantities to items, toggle the list off again to only display the times you have chosen to update, adjust or modify.
ON	Displays every inventory item in the yard, allowing you to browse, search, or edit any component directly.

This helps reduce on-screen clutter during stock take operations by showing only the relevant items you are adjusting.

Recommended Use

Toggle ON → All components are visible

Select items and apply Edit Qty values. Toggle OFF → Only the items you edited remain visible, making review simpler before approval

Editing Quantities

Use Edit Qty to increase or decrease stock:

• Enter a positive number to increase stock

  • Example: +10 increases stock by 10

• Enter a negative number to decrease stock

  • Example: -10 reduces stock by 10

This is commonly used for:

• Stock take corrections

• Month-end reconciliation

• Year-end adjustments

• Yard inspection corrections

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4. Review Summary

The summary panel displays:

• Total Items

• Total Counts

• Total Weight

Use this to verify your corrections before approval.

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5. Upload Files (Optional)

Attach supporting documents such as:

• Stock take sheets

• Yard count photos

• Discrepancy evidence

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6. Approve the Bulk Update

Click APPROVE to confirm and apply all changes. You may also choose:

• UPDATE – save as draft

• VOID – cancel the update entirely

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Reversing a Bulk Update

All Bulk Updates are fully reversible. This is essential during stock takes or reconciliation if an adjustment was made incorrectly.

How to Reverse a Bulk Update

• Go to Inventory → Bulk Updates

• Expand the Bulk Updates accordion

• Click the Bulk Update record you want to reverse

• Inside the Bulk Update, click the REVERSE button

What Happens When You Reverse

• The reversal instantly restores all affected quantities to their previous values

• The original Bulk Update moves to the Reversed accordion

• A Reversal Movement is created

• Every affected component receives a new entry in Component Logs showing:

  • The original update

  • The reversal action

  • Quantities restored

Reversals are fully traceable and cannot be edited.

Learn about component movement logs

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Key Rules and Notes

Rule	Meaning
Stock cannot go below zero (unless Negative Inventory is enabled)	The system blocks invalid decreases
All updates create a movement log	Stored under Bulk Updates + Component Logs
Reversals also create logs	Logged in Component Logs for full traceability
Updates are fully reversible	One click restores old values
Metadata edits must be done via Bulk Update	Code, weight, cost, pricing

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What Happens Next

After approving or reversing a Bulk Update:

• Updated record appears under Bulk Updates, Reversed, or Voided

• Component logs capture all changes

• Inventory quantities update instantly

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Permissions Required

In the permission section, scroll down to the Inventory Section and activate the necessary permission in the Bulk Updates Section

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Troubleshooting and Common Questions

Quick solutions for common issues during stock takes and reconciliations.

Problem	Solution
Edit Qty blocked	Check Negative Inventory setting
Totals incorrect	Verify positive vs negative values
Cannot reverse	User may lack Manage Inventory permission
Wrong item edited	Reverse the update and redo
Movement missing	Check Reversed or Voided accordions