How to Bulk Update? | Online help

Search for an article

Night

Search Topics

3 min read

Summary

**Bulk Updating Information in Zoho POS – A Practical Overview** Efficient data management is critical for maintaining operational accuracy, especially as business data scales. Zoho POS provides two reliable methods for bulk updating information: **Bulk Update** and **Export/Import**, each tailored to different update needs and data volumes. The **Bulk Update** feature is ideal for small-scale, routine changes—up to 25 records at a time. It’s particularly useful for tasks like adjusting tax rates across multiple products. To use it, navigate to *Inventory > Items*, select the relevant items, choose the field to update (e.g., tax rate), enter the new value, and apply the change with a single action. This method minimizes manual effort and reduces the risk of errors during quick updates. For larger data sets—such as updating shipping addresses across dozens or hundreds of pending orders—the **Export and Import** method is more suitable. This process involves exporting data to a CSV, XLS, or TSV file, making edits in a spreadsheet, and re-importing the file into Zoho POS. With support for up to 49,999 records per batch, this approach ensures scalability and consistency for extensive revisions. Both methods help maintain data integrity and support compliance. Access to these functions should be managed through the *Users and Roles* module to protect sensitive information. By using these tools effectively, businesses can ensure their records remain accurate and up to date, enabling smoother operations and faster responses to changing business requirements.

This content is generated by

Businesses often need to update information about products, customers, vendors, and much more. As the volume of data increases, the difficulty of updating this information also grows. The challenge becomes even greater if the process needs to be completed within a shorter timeframe.

For example, imagine you run a hypermarket and the government announces changes to tax rates. In this scenario, to continue operating smoothly from the date of implementation, you must update the new tax rates for all applicable products. Updating this information manually, one by one, is a tedious process and may also lead to human errors.

Another example is when a customer changes their shipping address while there are pending orders with the old address. Even if you update the shipping address in the customer module, the addresses on the pending orders remain unchanged. In this scenario, manually updating the shipping address for these sales orders and moving them to the next step of the delivery process is both difficult and error-prone.

To avoid such errors, businesses rely on bulk data updates, which allow large volumes of information to be updated efficiently, accurately, and within the required timeframe.

In Zoho POS, there are two different ways for a business to update information in bulk. For better understanding, we will use the Items sub-module as an example. The same process can be applied to updating data in any other module.

Bulk Update

Scenario 1: Bulk Update Taxes on Items

You can use the Bulk Update option to update a small amount of data. You can update up to a maximum of 25 values at a time using this option.

Navigate to Inventory > Items.

Select the items and click Bulk Update.

In the Bulk Update Items pop-up, choose the field by clicking Select a field.

Enter the required values, then click Update.

Scenario 2: Bulk Update Addresses in Transactions

Notes

You need to update the address in the customer module before this bulk update process.

Navigate to the respective module where you want to update billing or shipping address.

Click the Advanced Searchicon in the right corner of the transactions list page.

In the pop-up screen, select the required Customer Name or Vendor Name from the drop-down and choose any additional criteria required to sort out the transactions.

Click Search.

Select the required transactions and click Bulk Update at the top of the page.

In the Bulk Update pop-up screen, select the address field you want to update.

Click Choose existing address to view the addresses associated with the customer and select the required address.

Click Update.

Notes

Since these are sensitive information, please make sure who has control over making changes through Users and Roles module.

Export and Import data

If you want to update more than 25 records at a time, you can do so by exporting the data as a CSV, XLS, or TSV file. Make the necessary changes to the required fields, then import it back into Zoho POS.

Export the data from Items.

Once the data is exported, open the file.