Bulk Operations
Change many records at once, with a preview before anything is saved.
Why and when you use it
Sometimes the same change is needed on hundreds of records: a new price on a whole category, a route for many customers, or a fix after an import. Doing it one by one takes hours and invites mistakes. Bulk Operations makes the change in one go and shows a preview first. Only an administrator or accountant should use it.
Before you start
- Know exactly which records you want to change
- Check Restore Points so you have a saved state to go back to
Step by step
- Open Bulk OperationsOpen Bulk Operations from the Stockivio ERP menu.
- Choose the recordsSelect the kind of record and narrow down to the ones you want, for example one product category.
- Describe the changeFill in the change to make, such as the new value for a field.
- Read the previewNothing is saved yet. Read the preview line by line for a sample of records, and check the count matches what you expect.
- ConfirmOnly when the preview is right, confirm the change.
- Check the resultOpen a few changed records on their own screen, and look at the Audit Log.
Worked example
Sharma Traders' supplier raises prices on all 48 biscuit products by about 5% from 1 Dec 2026. The owner wants to update sale prices in one step.
- Open Bulk Operations and choose products in the Biscuits category.
- Set the change to the new sale prices.
- The preview shows 48 products; one 200 g pack moves from ₹30 to ₹31.50.
- The owner rounds it to ₹32 in his plan, adjusts, previews again and confirms.
- He opens Inventory and checks a few products' Sale ₹ column.
Result: All 48 biscuit products carry the new sale price from 1 Dec, without editing each one.
💡 Tips
- Try the change on a small selection first.
- Do bulk changes outside billing hours.
- Bulk Operations changes masters and settings; it does not rewrite saved invoices.
⚠️ Common mistakes
- Confirming without reading the preview count. If it says 480 instead of 48, stop.
- Not keeping a way back; check Restore Points before a big change.
🎬 Video walkthrough (script — recording coming soon)
- Scene 1: Open Bulk Operations.
- Scene 2: Select one product category.
- Scene 3: Enter the change and open the preview.
- Scene 4: Check the count and sample rows, then confirm.
- Scene 5: Verify in Inventory.