Group Category Change

Follow these steps when changing a large amount of items from one category to another.

WARNING! This is a powerful routine, so start by performing a backup in case a mistake is made.

1. Select Activities > Inventory > Change Item Details.
   
   The dialog will display as shown below.
   
   Bulk Update Fields Upper Section (For These Items)
   Use this section to define the items you want to update.
   • Account : Define the account range here. If you wish to include a single account then add that account number in both fields. If you wish to get all the accounts then enter 1 for the first account, and a number greater than the highwest account number you have. For example 9999999.

• Filter Code : If you are assigning accounts Filter Codes to help Identify them for reports purposes or something else, you can search for accounts with only that filter code applied to it.
• Entered Date : If you need to update accounts with a certain Date Entered, fill in these dates. If you want items only on a specific date, then enter the same date for the From and Through dates.
• Process Date : If you need to update accounts with a certain Process Date, fill in these dates. If you want items only on a specific date, then enter the same date for the From and Through dates.
• Price Code : This filter will select only items in the specified price code.
• Category : This filter will select only the items in the specified category.
• Location: This filter will select items only in a specified location.
• Section : This filter will select items only in a specific Section of the store.
• Product Line : This filter selects items under a specific Product Line.
• Tax Type : This will filter the items that are needed to be changed by Tax Type.
• Tag Color : This filters the items by Tag Color.
• Item Price: This will filter the items that meet the price range or set price.

1. In the upper section use the necessary criteria to select the items that need to be changed.
   Note: You WILL NEED to be careful to select what specific category you are switching FROM. If a switching from category is not selected, then ALL items will be switched to the newly selected category.
   
2. Select the Apply New Changes button.
   

A pop up will appear that says Warning changing the category of an Item could result in the loss of Item Attribute Information. Are you sure that you want to continue?

2. Click OK

Another pop up will occur that says Finished updating # Items

3. Press OK

4. The items are now updated and you can now exit by clicking on Close.

Click the following link to see a list of articles for the next section:
Retail Items

Group Category Change Bulk Edit Items Category Editor Add a Consigned Item One of a Kind Item Entry Window Copy One of a Kind Items Deleting Items Edit One of a Kind Items Transfer One of a Kind Items to Another Account View Inventory Using the Wishlist