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Creating a Process Batch
Creating a Process Batch
Brennan Zelener avatar
Written by Brennan Zelener
Updated over a week ago

Process batches are useful for keeping the history of bulk changes made to a specific group of inventory.  If you're a single person operation, you may be fine with bulk editing straight from the Inventory Page.  As your team grows, it can save time to have a recorded history of who made which bulk changes.

Some examples of why you'd use a process batch:

  • Unlocking

  • Changing the grade or damage conditions after physical repairs

  • Updating the status of a group of devices that have physically moved

  • Adding inventory line items

  • Adding bulk notes


First off, create a new Process Batch from the Process Batches page:

You can set a Description for a new Process Batch.

In this example, we'll be downgrading a group of AT&T iPhones.

Once saved, you can add inventory to the Process Batch by clicking on the blue +Add Inventory button:

Paste a list of ESNs or IDs of the group of devices you want to add into the pop-up window, then hit Next:

You get this confirmation window where you find the Save button.


Once you've added devices, you can make bulk changes from the Bulk Action menu:

In this example, we're changing these items from A Grade to B Grade.


Any changes you make will be recorded on the process batch itself:


And on the individual devices themselves:


That's it!  You just made a Process Batch and edited a group of devices.

Note: Editing a large number of inventory items is feasible within process batches. If you are dealing with hundreds of items in a batch, selecting the checkbox in the upper left corner of the table will choose all items across all pages within that batch. Any bulk actions you apply will affect all items in the batch.

Unlike the main inventory page or purchase orders page, where checking the upper left corner box selects only the items on the first page, you can modify over 100 items in a single process batch.

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