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.
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:
Type
Set to “Bulk Update”
Yes
Notes
Additional context for the adjustment
Optional
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
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
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.
Key Rules and Notes
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.
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
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