Actions

What are Actions?

Actions in "Bulk editor" are all the jobs that can be performed on a product through the tool.

Two types of actions

The tool has two types of actions: "Simple actions" and "Advanced actions".

Simple actions have few choices that are made in the overview before starting the job by clicking "Next".

Advanced actions require you to consider several choices before implementing the change.

Before making a change, you must make several advanced choices, such as changing the price based on different criteria or translating product text with options for from/to language.

Available actions

On this page you will find an overview and explanation of each action available.

The selection of actions may vary depending on which services your store has activated.

Available actions

Actions make it easy to modify/customize multiple products in one process. Actions can range from price changes to linking products to procurement.

Simple actions

By opening the list below, you can see all the simple actions and their functions.

Overview of simple actions

Ordering level
Enter the desired ordering level for selected products. Requires the service "Ordering level."

Additional shipping (excl. VAT)
Add/modify additional shipping on the product. Requires the store to have the extension "Additional shipping on product."

Change VAT class
Change which VAT class the products are linked to. Useful if you need to quickly change the VAT class on products.

Change manufacturer
Let the tool change the manufacturer on selected products.

Change visibility
Choose whether the products should have visibility active, hidden, or concealed.

Change button type
Change which button the product has in the online store. You can, for example, change from "Buy" to "Contact us" if the product has a long delivery time or is made to order.

Change product group
Change which product group the product belongs to.

Hs code
If you are shipping abroad, an Hs code is often required. This action allows you to add Hs codes to multiple products simultaneously.

Adjust store price
Increase or decrease the store price of your products by percentage or in currency. You can also set a new price for the products.

Adjust physical stock
This allows you to adjust the physical stock of the item while taking into account reservations and then calculating the correct available stock.
Example: The item has 2 in physical stock, 2 reserved, and then 0 available. Via the action, the physical stock is set to 4. The number reserved will be retained, and the available stock will then be 2.

Adjust purchase price
Increase or decrease the purchase price in percentage or currency. Very useful if products from a supplier increase prices by a given percentage.

Adjust sales price
Increase or decrease the purchase price in percentage or currency. Useful if, for example, you need to make a quick adjustment to prices.

Add or change stock groups
Change the stock group the products are linked to. Useful if you work a lot with overselling or longer delivery times on selected products.

Transfer minimum stock balance to ordering level
If you are a new user of "Ordering level" but have previously used "Minimum stock balance," this action can be used to transfer values from ML to Ordering level.

Related products
Here you can choose to add or remove related products from the products you have filtered to. The action allows you to open the product catalog to add one or more related products.

Delete
Delete selected products from the system.
Note! This action cannot be undone.

Visibility in the cash register (Pos)
Determine which visibility the products have in the cash register. Choose between hidden and visible.

Tags
If you have a tag you want to add to multiple products simultaneously, you can use this action to do it quickly and efficiently.

Advanced actions

Below you will find an explanation of the more advanced actions. Several of these actions require you to consider some additional choices.

Change category

Change which category the product belongs to.

Note! Remember to be sure to choose the correct action when changing the category.

• Add to adds the products to the desired category without affecting existing placement.
• Replace with replaces existing products in the category with the selected products.
• Remove from removes the products from the selected category.

Offer

Use this action to put your products on offer.

• Action: Choose whether you want to give a discount in currency, percentage, or set a new price. You can also choose to deactivate the offer and delete the offer price on the product.
• Discount: Enter the discount you want to give. The action above determines whether a percentage or amount is added.
• Offer ends: Choose how long the offer should be active.
• The offer is: Choose whether the offer should be active or deactivated.

Translate description

If you have multiple languages in the online store, this action can translate the product description for you. Works if you have an existing description and want to translate it into more languages.

Transfer to procurement

This action allows you to transfer the selected products to procurement with just a few keystrokes. Extra powerful when combined with ordering level - then you can easily transfer products with ordering level to procurement 💪

After you have selected products and choose the action "Transfer to procurement," the system will find which supplier each product belongs to on the products.

Overview

At the top left, the supplier name is displayed where the products will be transferred.
To the right on the same row is a button to deactivate transfers to this supplier.

The first drop-down menu allows you to choose between all available purchase orders in draft status.
If the supplier does not have any purchase orders in draft status, a new purchase order will be created. This is indicated by the text "No existing purchase order found, a new draft will be created."

Quantity:
Choose how many of each product to transfer to procurement.
Note! You cannot choose a different quantity per product; all products transferred to this supplier will be transferred in the same quantity.

Transfer type:

• Add new products
  Only adds products that do not already exist in the purchase order
• Update existing products
  Only updates the products that already exist in the purchase order
• Add new and update existing products
  Adds new products and updates (increases) the quantity of products that already exist in the purchase order

Include variants with less or the same available stock
Bulk editor does not support performing actions only on specific variants.
With this choice, you can customize a bit on how variants to be transferred.

• -1, which is standard, will ensure that all variants associated with a product are transferred to the purchase order, regardless of stock balance.
• 0 or more will check if the available stock is less than or equal to the selected quantity.

Use ordering level to include variants
If this is activated, only variants that have reached their ordering level will be transferred to the purchase order.

Different suppliers

What if the products belong to different suppliers? No problem!
If you select several products and these belong to different suppliers, you will get each supplier with their own settings in the setup of the action.

Change products without stocktaking

If your store has the stocktaking module activated, you can take into account in the action "Adjust physical stock" whether the item has not been included in a count.

In short: make a selection of products, activate "Adjust physical stock," and the change will only affect the products/variants that have not been counted in the date period you choose.

This means that through this action, you can easily reset the stock of products/variants that were not counted, thus ensuring that the stock balance in the store is correct.

Read more about resetting and reporting here →