How to Bulk Update? | Online help

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Summary

In business, updating product, customer, or vendor data is a frequent need. As data volumes grow, manual updates become time-consuming, error-prone, and even more challenging when deadlines are tight. For instance, if a hypermarket must apply new government tax rates to all products, updating each item individually would be tedious and prone to mistakes. To address this, businesses use bulk data updates, which enable large volumes of information to be updated quickly, accurately, and within required timelines. In Zoho POS, bulk updates can be done in two ways, demonstrated here using the Items sub-module, but applicable across modules.

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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.

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

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.

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.