Making changes to inventory via a spreadsheet upload is quick and easy. For this example, we want to make changes to these six devices tagged with the damage 'NB'. At the same time, since we will be making a bulk update, let's use the opportunity to update the variant, the capacity, and the colors of the iPhones since these ones are 'Unknown'.
Start by clicking on 'Process Batches' in the WholeCell sidebar. Then click on the blue button '+New':
For this example, we will "process" and make changes to the devices that are tagged with 'No Boot' damages. Hence we'll name this process batch "Repairing No Boot". Since we are actively working on these, we'll use the 'Processing' status. The status is for operational tracking and doesn't affect the inventory we add.
On this page, we'll upload a spreadsheet to change the tagging 'No Boot' on damages to no damages (blank), then specify the variant, capacity, and colors of the phones. Click on 'Upload Spreadsheet' on top.
On this page, download the spreadsheet template and fill it out with the updates you'd like to make. If you are trying to update your custom inventory fields, add the custom inventory field names on the header of the spreadsheet that you are uploading exactly as how you have named them on your account.
NOTE: There are times when you may not have the ESNs of the items you want to update. Just make sure that the 'ID' is always present in the spreadsheet that you will upload. This will be used as the identifier for the item/s that you want to update.
Here's how ours looks for this update:
Now, you can drag and drop your update spreadsheet onto the blue box in the middle of the page. In this case our spreadsheet has both the item ESNs and IDs. We could identify the items by either value, but for our example, we've chosen ESN. Click on the following boxes on the right --- 'Variant', 'Capacity', 'Color', 'Damages' -- to update these attributes in WholeCell based on the new specifications in the spreadsheet (if you are updating custom inventory fields, put a check on those). Hit the 'Upload' button once you're ready.
When the upload is done, you'll see this.
When you search for the ESNs, they now show the changes that we've made. Look, no more damage conditions!
Having issues with your spreadsheet? Follow these tips to prevent spreadsheet upload errors.
Note about updating custom inventory fields:
If you want to bulk update custom inventory fields, add those custom inventory field headers (type them as how they show in WholeCell) to your spreadsheet along with their corresponding values. Please note that the WholeCell template does not have them by default.
Then make sure to check them under the 'Update Columns' section.
Additional reference: Using Custom Inventory Fields