Every minute matters in running a business, so anywhere you can be more efficient, will leave time — and energy — for the things that just take longer.
If you need to update the same field in a table for multiple records — maybe a manufacturer name needs to be changed or seasonal product listings need to be extended for another two weeks — it could be really time consuming to go into each product listing individually to make the change. Luckily, there’s an easy shortcut: bulk updates.
Bulk updates allow you to find all records where a field contains a certain value or text string, make changes to the field, and apply these changes to all relevant records.
Please note that performing a bulk update can be a huge time saver, but should be done carefully so you don't accidentally undo hours of work. You can also learn about other methods of multiple updates.
To access Bulk Updates, go to the corresponding table (for example: Products, Categories, Options, etc.), click the three-dot actions menu icon, and select Bulk Updates.
The Bulk Updates window displays.
You can use the Bulk Updates window in Easy and Advanced modes.
Using Easy Mode
Easy Mode allows you to build simple SQL statements using drop-down lists. The basic form of these statements is:
SET FIELD_1 = X WHERE FIELD_2 [condition] Y
where [condition] can be Equals, Is Greater Than, Is Less Than, Begins With, Ends With, or Contains.
For example, if you wanted to change the name of a product manufacturer from "Severence's Optical Novelties" to "Funmania Inc" for all applicable products, you would go to Inventory > Products, click the three-dot actions menu, select Bulk Updates, then use:
SET ProductManufacturer = Funmania Inc
WHERE ProductManufacturer [EQUALS] Severance Optical Novelties
To change the contents of a field based on a different field - for example, to move all silk scarves to aisle 57 in your warehouse - is just as easy. Assuming silk scarves are currently in category 123, the bulk update query on the Inventory > Products page would be:
SET WarehouseAisle = 57
WHERE ProductCategory [EQUALS] 123
The [condition] drop-down enables you to select records using other conditions than EQUALS. Both IS GREATER THAN and IS LESS THAN can be used for numeric comparisons. For example,you might decide that you've set the Gift Wrapping Cost too low in many cases and want to to charge a minimum of $3.99 you could use:
SET GiftWrapCost = 3.99
WHERE GiftWrapCost [IS LESS THAN] 3.99
BEGINS WITH, ENDS WITH and CONTAINS are used for text strings. For example, in the above example about relocating scarves, you might not have all scarves in the same category. In which case you would us CONTAINS:
SET WarehouseAisle = 57
WHERE ProductName [CONTAINS] scarf
Please be careful when using this function. Even in Easy Mode a simple mistake such as selecting the wrong field or [condition] could result in a nonsensical value being set in a field for every record.
Using Advanced Mode
Advanced Mode lets you write the SQL statement and therefore perform far more complex tasks than Easy Mode. For instance, you could apply a $5 discount to all products from a certain manufacturer.
You should not use Advanced Mode unless you have at least a basic knowledge of SQL as it is possible to corrupt your database with ill-formatted SQL syntax, which will result in charges for restoration.
In other words, if you need help with Advanced Mode, you should not use it. Volusion does not provide support for SQL.
When you have a lot of change to make, bulk updates can be a lifesaver. But as mentioned, one wrong move can also make bulk changes that you don’t want! If you think you’re savvy enough to do this yourself, follow our instructions and go for it. If you get stuck or need more help, we’re just a call or click away.