Mass Action Tool

These features are "in development." Steps and screenshots will change as we continue development. The features are not available in MSI Beta 1.0.0.

Updating per July 20 demo.

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You can use the use the Mass Action tool to make quick updates across multiple products. This is helpful for transferring inventory between sources and removing a source without editing each product individually.

• Assign product sources - Add sources to multiple products.
• Transfer Inventory - Move all quantities of products from one source to another for Multi Source merchants.
• Unassign product sources - Remove sources from the products. Any inventory quantity assigned to that source is no longer available.

Assign product sources

You may need to add multiple sources to your products to indicate the locations will support inventory. For example, if you are adding new products to your warehouses and stores or adding an entirely new location, you may want to add those sources to multiple products in your catalog.

After adding new sources, you can add inventory quantities per product or for multiple products using the import feature. See MSI Import and Export Product Data for details.

1. On the Admin sidebar, tap Catalog. Then choose Products.

2. Select the products you want to modify sources. Browse or search to find the products and select those checkboxes.

3. Tap the Actions drop-down menu, and choose Assign Inventory Source. Tap OK to verify the Mass Action tool.

   Select products and assign sources

4. Select a source from a drop-down list to add to sources.

5. Tap Assign Sources. The sources are added to the products.

   Add sources to selected products

The sources are added to the products with an inventory quantity of 0. You can add inventory amounts as available per source.

Transfer inventory to source

Depending on your business needs and status of location, Multi Source merchants may need to transfer product inventory from one source location to another. For example, you may be closing a warehouse location or no longer ship specific products from a location, moving all operations for those products to a new location.

This option allows you to select one or more products, the origin source to transfer inventory, and the destination source to receive quantities:

• Only inventory quantities for the selected source are moved.
• If a product does not have that source, it is skipped.
• All product inventory for the source is moved.

After transfer, use the Unassign Source feature if you want to remove those sources from the products.

To transfer inventory:

1. On the Admin sidebar, tap Catalog. Then choose Products.

2. Select products you want to transfer inventory. Browse or search to find the products and select those checkboxes.

3. Tap the Actions drop-down menu, and choose Transfer Inventory. Tap OK to verify the Mass Action tool.

   Select products to transfer inventory

4. Select the origin source to transfer products to a new destination. Tap Continue.

5. Select the destination source to transfer products to a new destination.

6. To remove the source from the products, select the optional checkbox Unassign from origin source after transfer.

   Select sources to transfer inventory

7. Tap Inventory Transfer. All product quantities are deducted from the origin source and added to the destination source. The Quantity and Salable Quantity automatically update.

Unassign product sources

When unassigning a source from a product, you are indicating the product will no longer be stocked at that location. This process will completely clear all inventory data for source currently assigned to the product. If you need to move the existing inventory to a new location, consider using the Transfer inventory option.

Important: When you unassign a source from a product, all source data including inventory amounts is removed from that product. This can affect salable quantities and reservations for unprocessed orders. After checkout and before shipment, all product quantities in the order have associated reservations. If you unassign a source, you can cause issues with reservations and processing orders.

We strongly recommend completing all orders and shipments for those products prior to removing the source.

1. On the Admin sidebar, tap Catalog. Then choose Products.

2. Select the products you want to modify sources. Browse or search to find the products and select those checkboxes.

3. Tap the Actions drop-down menu, and choose Unassign Inventory Source. Tap OK to verify the Mass Action tool.

4. Select the source you want to remove from the products.

5. Tap Unassign Sources. An alert displays that unassigning will remove all specific source and quantity data from the product.

6. To complete, click Unassign (option may have another name in UI).