# Bulk Update Movement ## **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**. *** ## **How to Access** Open the main menu → **Inventory** → **Bulk Updates**
Click the **yellow + button** to begin a new Bulk Update.
*** ## **Step-by-Step Workflow** ### **1. Open Bulk Update** Click the **+** icon to start a new update.
*** ### **2. Select Movement Type** Set **Type = Bulk Update** in the Bulk Update Information section.
Fields:
FieldDescriptionMandatory
TypeSet to “Bulk Update”Yes
NotesAdditional context for the adjustmentOptional
*** ### **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 StateBehaviour
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.

ONDisplays 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 *** ### **4. Review Summary** The summary panel displays: * Total Items * Total Counts * Total Weight
Use this to verify your corrections before approval. *** ### **5. Upload Files (Optional)** Attach supporting documents such as: * Stock take sheets * Yard count photos * Discrepancy evidence *** ### **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
*** ## **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. {% hint style="info" %} [Learn about component movement logs](https://docs.cloudscaff.com/inventory-management/inventory-overview/item-movememnt-log) {% endhint %} *** ### **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 | *** ### **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 *** ### Permissions Required In the permission section, scroll down to the Inventory Section and activate the necessary permission in the Bulk Updates Section
*** ## **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 |