Bulk editing products

Maintaining a large catalog one record at a time is slow. The eYssen modules on this page change many products at once, and fill an order or a transfer from a pasted list or a spreadsheet instead of line by line.

See also

Bulk update products

eyssen_product_bulk_update adds a Bulk Update action to the products list. Select the products in Inventory app ‣ Products ‣ Products, then open Actions ‣ Bulk Update.

The wizard’s General Information tab changes:

  • Product Type — set the type of every selected product;

  • Product Category — move every selected product to one category; and

  • Pricelist Tags with a Pricelist Tag Operation choosing how to apply them: Update replaces the tags, Increase adds the listed tags to the existing ones, Decrease removes them, and Clean clears every tag.

Fields left empty are not touched, so one wizard run can change only the category, only the tags, or several things at once. The selected products are listed on the wizard’s Products tab, where a product can still be removed before clicking Update.

screenshot: inventory-bulk-editing-product-update
menu
Inventory ‣ Products ‣ Products ‣ (select products) ‣ Actions ‣ Bulk Update
shows
The "Bulk Update" wizard, "General Information" tab, with the Product Type, Product Category and the "Pricelist Tag Operation" / "Pricelist Tags" fields, and the "Products" tab next to it.
highlight
The "Pricelist Tag Operation" field (red frame).
data
Eight selected products; operation "Increase" adding the tag "Winter sale".
module
eyssen_product_bulk_update
notes
English UI, light theme, 1440px width, crop to the wizard.

Note

Other modules add their own fields to this wizard — for example the out-of-stock status, and the webshop fields below.

Bulk update variants’ attributes

A second Bulk Update action is available on the product variants list. It changes the attribute values of the selected variants: an Attributes Operation (Update, Increase, Decrease or Clean) decides how the listed attribute values are applied, and Update only selected Attributes (enabled by default) keeps the attributes that are not listed untouched.

screenshot: inventory-bulk-editing-variant-attributes
menu
Inventory ‣ Products ‣ Product Variants ‣ (select variants) ‣ Actions ‣ Bulk Update
shows
The variant bulk-update wizard with the "Attributes Operation" field, the "Update only selected Attributes" checkbox and one line per attribute with its "Values" field.
highlight
The "Attributes Operation" field (red frame).
data
Six selected variants; operation "Increase" adding the value "Width: Wide".
module
eyssen_product_bulk_update
notes
English UI, light theme, 1440px width, crop to the wizard.

Webshop fields in bulk

eyssen_product_bulk_update_ws adds an eCommerce tab to the product bulk-update wizard, with the same four operations (Update, Increase, Decrease, Clean) for:

  • Websites — which websites the selected products are published on; and

  • Website Categories — the webshop categories the products belong to.

screenshot: inventory-bulk-editing-ecommerce-tab
menu
Inventory ‣ Products ‣ Products ‣ (select products) ‣ Actions ‣ Bulk Update ‣ eCommerce
shows
The "eCommerce" tab of the bulk-update wizard with the "Website Operation" / "Websites" and "Website Categories Operation" / "Website Categories" field pairs.
highlight
The two operation fields (red frame).
data
Operation "Increase" adding the website "eYssen Shop" and the category "Winter".
module
eyssen_product_bulk_update_ws
notes
English UI, light theme, 1440px width, crop to the tab.

Bulk-add products to an order

eyssen_product_bulk_add_sale and eyssen_product_bulk_add_purchase add an Add Bulk Products button to the sales order and the purchase order form, so a list received by e-mail or kept in a spreadsheet can be turned into order lines in one step. The same wizard is available on transfers through eyssen_product_bulk_add_stock.

The wizard takes:

  • Format — Copy/Paste (one product per line in a text box), CSV (a semicolon-separated file) or Excel (an .xlsx workbook, first sheet). Both file formats have an Is there a header? toggle.

  • Based On — how each row is matched to a product: by Default Code (internal reference), Barcode or Product Name.

  • With Quantity (on by default) and With Price — how many extra values each row carries. A live Example block shows the expected row format as these change. With neither enabled, every matched product is added with a quantity of one.

  • If Product Duplication — what to do when a matched product already has a line on the order: Stop (the default here) raises an error and adds nothing, Skip leaves the existing line alone, Replace overwrites its quantity and price, and Increase adds the quantity on top.

screenshot: inventory-bulk-editing-bulk-add-sale
menu
Sales ‣ Orders ‣ Quotations ‣ (a quotation) ‣ Add Bulk Products
shows
The "Add Bulk Products" wizard on a quotation, with Format "Copy/Paste", Based On "Default Code", "With Quantity" ticked, the live Example block and the paste box filled with four lines.
highlight
The "Based On" and "If Product Duplication" fields (red frame).
data
Four pasted lines of internal reference and quantity.
module
eyssen_product_bulk_add_sale
notes
English UI, light theme, 1440px width, crop to the wizard.

Important

A row that cannot be matched to a product, or that does not parse (a wrong number of values, or a non-numeric quantity or price), stops the whole import with an error naming the offending row. Nothing is added until every row is valid.

Note

The Excel format needs the openpyxl Python library in the Odoo environment.