Bulk Edit Products

⚠️COMING SOON - NOT YET RELEASED

This tool allows you to bulk edit core details for selected products quickly via a single grid interface. This article outlines the how to access the Bulk Edit Products screen, core functionality available, how to use it, as well as limitations and caveats.

Values available in the Bulk Edit Products screen all related to the product level (or parent product where there are versions) and are values which can only be applied once per product. 

For example, a product can only have a single Primary Category or Brand Category, so those values are included. Conversely, a product may be included in multiple Product/Promotion Groups, so they are managed via the Bulk Edit Attributes functionality.
 

Sections included:

• Accessing the Bulk Edit Products screen 
• Core functionality - default view and customisation
• How to edit products:
  • Single products line by line
  • Multiple products via checkbox selection
  • Multiple products via grid (like Excel)
• Limitations and caveats
• Further assistance

Accessing the Bulk Edit Products screen 

The Bulk Edit Products tool is available via the main Products admin. While logged into an admin account, browse to Catalogue > Products and you will see the option for Bulk Edit Products available:

Select the products you wish to manage in bulk via the checkbox column. If suitable, you may wish to resort or filter this view in order to select relevant products. For example, if you wish to categorise products which have been newly added to the site, you can change the Sort Order to Newest, click Go, and then select the products listed at the top of the table to edit.

Clicking Bulk Edit Products will open the editing screen, populated with the selected products, in the order set on the previous screen.
 

Core functionality - default view and customisation

Once in the main Bulk Edit Products view, there is an information block at the top of the screen, an action area, and a paginated (if required) product list.

The information block

This is a simple explanation of the Bulk Edit Products tool, and provides a link (Return to Products Admin) which will exit this screen and return to the main Products admin. You can leave this screen at any time using this link - changes you have already saved will be maintained, and unsaved changes will be lost.

The action area

Included here are a search field, a button to edit column view, and buttons to Discard or Save changes. Not visible initially, but which appear depending on actions taken, are messaging/further action for Apply to All (more on this below) and messages about Unsaved changes.

The Search will - as you type - filter the products visible in the product list. This is helpful if looking for multiple items with a common word or number.

By default, these columns are visible upon entering this tool:

• Product Code
• Product Title
• Status
• Price
• Primary Category
• Brand Category

You can customise this view by clicking on the Columns button and adding/removing columns via checkboxes. Product code and product title are required and present at all times. 

The product list

This is the list of products which you selected from the main Products admin to edit. This may be paginated if a large number of items have been selected. Any edits made will be flagged in the relevant field. The product code and title are always visible and the other columns will scroll horizontally if needed.

How to edit products

There are three ways to edit products within this tool: edit single products line by line, assign a value to multiple products via checkbox selection, and assign a value to multiple products via the grid (like Excel).

In all three cases, once you have made changes, this will be highlighted on the field and you have the option to Discard - which will clear any unsaved changes in the product list; or Save changes - which will save all changes in the product list. Both actions are immediate.

Single products line-by-line

Editing values for a single product requires adding/updating a value in one of the columns for that product. 

For example, where there is no brand assigned, you can select a brand by clicking into the blank text box and selecting from the dropdown. This can be done via scrolling, or search as you type.

Once changes have been made, they will be highlighted in the product list as unsaved changes, and you will have the option via the buttons in the action area to either Discard or Save changes.

Multiple products via checkbox selection

If you have a number of products which all need the same value added/edited, you can do this via checkbox selection. Once you have selected the relevant products, e.g. all from the same category - you will see the Apply to All option available in the action area. 

Clicking this will open further options to select the field you wish to edit and the value to be applied. Once you make these selections, you will click Apply to make the edit, or Cancel to exit these options. 

If you click apply, the edits are then highlighted in the product list as unsaved changes. You then have the option to either Discard or Save changes.

Multiple products via grid (like Excel)

If you have a number of products listed together, then another quick editing option is to drag the blue handle on a cell to apply that value to the fields below it. This is similar to functionality in Excel where you can copy values by dragging the corner of a cell. 

Again, once these changes are made, they will be highlighted in the product list and you have the option to either Discard or Save changes.

Limitations and caveats

This screen is meant for common updates, particularly to assist with the quick inclusion of new products on your website. We may include additional columns in future releases, but also want to ensure that this tool is quick to use and not overcomplicated. For more detailed editing of an individual product, the main Products admin via the Update link is more appropriate.

Further assistance

If you have any questions or would like further assistance with this Bulk Edit Products screen, please contact helpdesk@magico.com and we'd be happy to help!