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Bulk Management: Items with Variants

For stores with many items with variants to add or modify, Bulk Management helps get the job done more efficiently. Manage items in a spreadsheet and upload them all at once when ready.

Watch our Bulk Management video below:

Bulk Management: Items with Variants

Table of Contents

Start a New Job

Whether you need to add new items with variants or modify existing ones, begin by starting a new Bulk Management job.

  1. In BackOffice, click 'Items' and select 'Bulk Manage Items'.
  2. Click 'New Job'.
  3. Select either 'Add New Inventory' or 'Modify Inventory' and click 'Next'.

    Items with variants cannot be deleted with Bulk Management.

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  4. Follow the steps below to add or modify inventory.

Add New Inventory

Adding new items with variants to inventory in bulk is a two step process. Prepare your import spreadsheet first, then upload it to BackOffice.

Prep the Spreadsheet

Download an import template from BackOffice and fill it in with your inventory information.

  1. After starting a new job, click 'Download a blank inventory template'.
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  2. Open the template in spreadsheet software.

    If you don’t have spreadsheet software, try Open Office for free.

  3. Enter your inventory into the spreadsheet.

    For a rundown of what goes in each column, click here.

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    Items with variants cannot use open or unit pricing, they must have their Price Type set to system.
  4. For items with variants, enter values in the 'Option Name' and 'Option Value' columns.
    • Options are the types of variant choices a customer can make (Size, Color, etc).
    • Option Values are selections within each Option (Small, Medium, Large, etc).
      • Option Values must be each be separated by a comma.
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  5. Save or export the completed spreadsheet in .CSV format.

    Visit our Spreadsheets for Bulk Imports article for help saving the file.

Upload the Spreadsheet

With the import spreadsheet saved, return to Bulk Management to upload the new items to BackOffice.

  1. In Bulk Management, click 'Choose File', select the import spreadsheet, and click 'Next'.

    If you get an error, visit our Items Troubleshooting guide for help.

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  2. On the 'Map Fields' page, match 'Your CSV Headers' to the 'Stock Item Fields' and click 'Next'.
    • By default, you must manually map the Cost field.
    • Set any fields you are not using to unassigned.
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  3. Verify that all fields are mapped correctly, then click 'Confirm & Proceed' to process the import.
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  4. Refresh the Bulk Management page to check the status of the import.
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If the import returns errors, visit the Items Troubleshooting guide for help.

Modify Current Inventory

Modifying inventory items is a multi-part process. Export your current inventory, make updates to the export, and return to Bulk Management to import the changes.

Prep the Spreadsheet

Since you’re modifying existing items, you need to start with a spreadsheet of your current inventory.

  1. After starting a new job, click 'Export your existing inventory to a CSV'.
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  2. Open the export in spreadsheet software.

    If you don’t have spreadsheet software, try Open Office for free.

  3. Update the spreadsheet to reflect the modifications you want to make.

    Below is an example of a price change. Item UUID is required for import, Name stays as a reference, and Price is the only column that changes. Rows/Columns not being updated are removed.

    Before Editing:

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    After Editing:

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    Items with variants support bulk modifying Register Status, Price, Cost, Quantity, Reorder Trigger, & UPC.
  4. Save or export the updated spreadsheet in .CSV format.

    Visit our Spreadsheets for Bulk Imports article for help saving the file.

Upload the Spreadsheet

With your import spreadsheet finished, return to Bulk Management to upload the changes to BackOffice.

  1. In Bulk Management, click 'Choose File', select the updated spreadsheet, and click 'Next'.

    If you get an error, visit our Items Troubleshooting guide for help.

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  2. Set any field not being updated to 'unassigned' and click 'Next'.
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    When modifying inventory, ‘Cost’ is unmapped by default. Modifying cost will override weighted average cost calculations.
  3. Verify that all fields are mapped correctly, then click 'Confirm & Proceed' to process the import.
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  4. Refresh the Bulk Management page to check the status of the import.
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If the import returns errors, visit the Items Troubleshooting guide for help.

Template Columns

This section explains the Bulk Management template’s columns and the information required for each.

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