Always perform a backup before making changes in the Stock Manager

We have a video guide on how to use the Stock Manager in Retailer - 🎬 Stock Manager

The Stock Manager is a feature in Retailer that allows users to make bulk adjustments to stock items through a single screen.

To access Stock Manager:

• On the top menu bar, click on Stock Maintenance → Stock Manager.
  

The process of making bulk changes with Stock Manager involves the following steps:

Search For Stock Items

The first step involves performing a search of your stock database based on parameters such as department, supplier, classifications and so on. This uses the Advanced Stock Search function.

1. If the Stock Manager grid contains stock items, click on Remove → Remove All. This will clear the grid and ensure that unwanted items are not included in the search.
2. Click on the Search button at the top.
3. In the Advanced Stock Search screen, select the options required for the stock items to search for.
   
1. To select all stock items, type * in the Keywords box.
   
4. Click Search. The Stock Manager grid now displays all stock items matching the search criteria.
   

Searching again will not replace the results, but will instead add to them. When starting a new search, click Remove → Remove All to clear the existing search results first. Items will stay in the Stock Manager list until you manually remove them. This allows you to close Retailer and return to the same list on that terminal.

Select Stock Items to be Edited

1. In the Stock Manager list, tick the particular stock items that you want to edit. The list can also be filtered further - for more information on using filters, click HERE.
2. To select all items, click the Select button. Then, click Select All.
3. Conversely, to deselect all items, click the Select button, then click Select None.
   
4. Individual items can be ticked in the Selected column.
   
5. Multiple rows can be highlighted together. Hold Ctrl on the keyboard and click multiple rows to highlight them. A group can be highlighted by clicking the first row, holding Shift on the keyboard and clicking the last row you wish to highlight. Click Select → Select Highlighted.
   

Customise and Apply Changes

1. Once you've finished selecting the stock items, you must click on the Edit Selected button at the top to start editing.
2. On the right side, you will find the following areas:
   
   • Details
     
   • Images
   • Pricing
   • Description
   • Tags
     
   • Variants
3. Make the changes as required according to the instructions below.

Editing a large number of stock items will create some backend-processing load. If you are editing more than 1000 items at a time, please contact Tower Support during business hours after applying changes, to prevent Retailer from freezing up.

Details

1. Set the changes that you'd like to apply to all the selected stock items.
2. Any changes will be highlighted in red.
   You may need to tick or untick the option twice for it to turn red.
3. Click Save.
   Fields in Details tab of Stock Manager

   The following fields are available in the details tab of Stock Manager:
   

   1. Barcode (cannot be edited)
      
   2. Description
   3. Short Description
      
   4. Department
      
   5. Category
      
   6. Cost Ex
      
   7. Cost Inc
      
   8. Sell
      
   9. RRP
      
   10. Trade
   11. GST Credit (cannot be edited. Changes automatically with Cost Price)
   12. GST Payable (cannot be edited. Changes automatically with Sell Price)
       
   13. Allow Discount
       
   14. Qty on Hand
       
   15. Qty on Order
       
   16. Desired Qty
       
   17. Qty to Order (cannot be edited)
   18. Order Method
       
   19. Stock Reorder Level
       
   20. Date Last Sold (cannot be edited)
   21. PLU
       
   22. Print Barcode Label
       
   23. Print Shelf Label
       
   24. Stock Added (cannot be edited)
   25. POS Stock Warning Level
       
   26. Stock Code (cannot be edited)
   27. Parent Stock Code (cannot be edited)
   28. Barcode Style
       
   29. Tax Group
       
   30. Supplier (use ellipsis ... button to open Supplier Settings)
   31. Supplier Stock Code (cannot be edited)
   32. Last Arrival Date (cannot be edited)
   33. Segment
       
   34. Date Last Stocktaked (cannot be edited)
   35. Do not prompt for price in POS when $0.00
       
   36. Date Last Modified (cannot be edited)
   37. Inactive Stock Item
       
   38. Use Global Pricing
       
   39. Web Store Item
       
   40. Web Store Price
       
   41. Returns Allowed
       
   42. Web Import ID (cannot be edited)
   43. Prompt for Cost Code (see HERE)
   44. Weight Required in POS
       
   45. Sales UOM
       
   46. Companion Text
       
   47. Extended Description
       
   48. Web Description
       
   49. Serial in POS
       
   50. Serial in Arrivals
       
   51. Valuation Cert Required (see HERE)
   52. Stock Tags (cannot be edited. Use Tags tab of Stock Manager)
   53. Weblink Groups (cannot be edited. Applies based on Stock Maintenance → Group Management criteria)
   54. Variant Group
       
   55. Freight Cost Inc
       
   56. UOM (see HERE)
   57. Item Weight
       
   58. Static Qty

If you are editing stock quantities, intending to zero them out, it's recommended to perform a stocktake instead, for a better paper trail. You can use Custom stocktake to only work on and zero specific products. Click HERE for information on custom stocktakes.

Images

1. Right-click the image area and select Add Images
   
2. Find the correct image(s) in your file system, select them and click open.
   
3. Click Upload images to selected items to add these images to all selected items.

Pricing

1. In Update Following Prices, select the price(s) that you want to update.
2. In Update Type, select how you want to update the prices.
   
   The following options are available:
   
   • Percentage  - Increases prices by a specified percentage.
   • Amount  - Increases prices by a specified amount.
   • Set Price   - Sets prices to a specified amount.
   • Markup  - Sets the prices based on a specified markup percentage.
   • Gross Profit %  - Sets the prices based on a specified gross profit percentage.
   • Existing Price +/- %  - Changes prices by a specified percentage based on one of the price types (cost, sell, RRP or trade).
   • Existing Price +/- $  - Changes prices by a specified amount based on one of the price types (cost, sell, RRP or trade).
3. In Increase Price By, enter the amount based on the update type.
4. *If you selected one of the Existing Price options, select the Base Price from which the new prices will be calculated from.
5. Click Update Prices.
   

Descriptions

1. Select between Add or Replace in the drop-down box.
   
   • If Add is selected, type in characters/words that you want to add. Then select between making the change to start of Description or to end of Description.
   • If Replace is selected, type in the new character/word in the first box and then type in the character/word to replace in the next box.
2. Click on the + button.
3. The modification will move into the pending list. Multiple modifications can be added by repeating the steps above.
4. To remove a particular modification, click on it in the list and then click on Delete.
5. Click on Apply Pending Modifications.
   

Tags

1. Select a tag from the drop-down box or start typing in a tag and the drop-down box will filter results as you type.
   Click the + button next to the box to add the selected to the area below.
   Alternatively, click on the ... button to select multiple tags in one go.
2. To add a new tag, just type in the tag and press [Enter].
   
3. You can move the mouse over one of the tags and click the X that appears next to it, to remove it from the list of tags currently worked on.
   
4. At the bottom, click one of the following button options to make your change, and it will save any changes:
   
1. Add to Items - Add the selected tag to all edited items.
   
2. Remove from Items - Remove the selected tag from all edited items (a bulk way to remove a tag from items).
   
3. Remove All Tags - Remove all current tags from all edited items.
   

Variants

Click HERE for more information on variants.

Variant Stock Items that require your attention will be highlighted in orange in Stock Manager.

Other Tips

1. It is a good idea to hide columns in Stock Manager that you don't need to see to maximise screen space for other columns. Click the orange * asterisk in the far left corner of the column header row.
   
2. Double-click a row to open the Stock Screen for that Stock Item.
   
3. Use the Home button on the keyboard to quickly scroll to the Top of Stock Manager. Likewise, the End button on the keyboard scrolls to the bottom
   
4. The Qty on Hand field in Stock Manager can be used to bulk update a group of products to the same quantity.
   
5. The Stock Manager cannot be used to delete multiple stock items at once. Please consult our Archiver advice sheet for guidance on how to do this.
   

Some fields cannot be changed in bulk using the Stock Manager. These include: Barcode, PLU, Supplier Stock Code

Stock Manager can set the web description of products, but only with basic text. Any additional formatting and style options would need to be done individually using the Rich Text Editor instead.

FAQ