Finale Knowledge Base
Contact Support

How To: Bulk Update Fields



Finale Inventory allows you to update fields in bulk! This functionality is applicable to Product, Sales, and Purchase order views, making it a versatile tool for your inventory management needs. I encourage you to explore this feature and see how it can streamline your processes.

How to Bulk Update Fields in Finale Inventory


Overview

Finale Inventory now allows you to quickly and easily update multiple records at once using the Bulk Update feature. This function applies to Products, Sales Orders, and Purchase Orders.
You can select multiple entries and modify one or more fields simultaneously—saving time and reducing manual edits.


Bulk Update for Products


Steps

  1. Navigate to the Products view.

  2. Use the checkboxes on the left to select the products you want to update.

  3. Click the Actions dropdown in the top right corner.

  4. Click Update Selected Products.

  5. Choose the field (column) you want to change, such as Category.

  6. Enter or select the new value for the chosen field.

  7. (Optional) Add additional columns to update, such as a custom field.

  8. Click Next to review and confirm.

  9. Allow the system to process the update.
    The new values will appear in your product list.


Bulk Update for Sales Orders


Steps

  1. Go to the Sales Orders view.

  2. Select the desired sales orders using the checkboxes.

  3. Click the Actions dropdown in the top right corner.

  4. Select Update Selected Sales.

  5. Add or change one or more fields, such as Customer, Fulfillment Method, or Salesperson (custom field).

  6. Click Next, confirm the updates, and allow the system to process.

  7. Once complete, verify that your orders reflect the updated fields.


Bulk Update for Purchase Orders


Steps

  1. Navigate to the Purchase Orders view.

  2. Select your open POs using the checkboxes.

  3. From the Actions dropdown in the top right corner, select Update Selected Purchases.

  4. Add or modify one or more fields such as Receive Date, Contact Person (custom field), or Public Notes.

  5. Click Next, confirm, and allow the system to process the update.

  6. Verify that your fields now show the new values.


Benefits of Bulk Updates

  • Time-saving: Update multiple records at once instead of editing each individually.

  • Flexible: Works with standard and custom fields.

  • Consistent: Helps maintain accurate, uniform data across the system.

  • Improved Usability: No longer need to import from spreadsheets or manually open each record.

Back to Top