Products & Inventory

How to Quick-Edit Inventory

Overview 

Quick Edit lets you update inventory items directly from the list without opening each record in full. You select the items you want, choose the one to edit from the panel, and save your changes. It is the fastest way to make small adjustments without navigating into each item individually. 

Before You Start

You need access to the Inventory Management area and permission to edit inventory. Select the items you want to work with before opening the quick-edit panel. 

How to Quick-Edit Inventory

  1. In the left navigation menu, select Inventory Management
  1. Select the items you want using the checkboxes. 
  1. Click the pencil (edit) icon in the top-right corner. 
  1. Select the item you want to edit from the menu. 
  1. Click OK to save and apply your changes. 

Tips and Things to Know

  • Quick Edit is best for small, fast changes without opening full records. 
  • Select the items you want before opening the panel. 
  • For large or detailed changes, the export-edit-import method scales better. 
  • Save with OK to apply your changes. 

Frequently Asked Questions

The inventory settings for the items you select, saved in one step without opening each record.

Select the items first with the checkboxes, then use the panel to make and save changes.

When you need to change many items or many fields at once; the import method scales better.