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Bulk Updating Inventory (Prices, Quantity, etc)

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Bulk Updating Inventory (Prices, Quantity, etc)

TapGoods PRO users have the convenient option to perform bulk updates on Items, Accessories, and Purchases using the same Bulk Import Templates originally used for Inventory imports. This streamlined process offers a straightforward way to update previously uploaded Inventory within the system with just a few clicks.

This article will cover updating your Inventory using Bulk Import and best practices that ensure a smooth experience when utilizing this feature for updating existing Inventory. These best practices are universally applicable to Items, Accessories, and Purchases, which will guide you as you use your import sheets to update and refine your Inventory.

How To: Update Inventory using Bulk Import

When you are ready to update your Inventory, it is important to use the Import Template that you previously used to upload your Items, Accessories, or Purchases. Using the original sheet that you used for your initial import will ensure that updates are made to the correct Inventory, and you can avoid duplicates that may be caused by manually inputting the information again.

To complete a Bulk Inventory Update, follow the steps listed below:

  1. Locate the original sheet that you used to complete your Inventory Import OR export your current list of inventory to update.
  2. Open your .CSV file and make changes to any data; DO NOT change the Name column and DO NOT add/delete columns.
  3. Save the changes to the .CSV file.
  4. Hover over Inventory on the TapGoods menu and click on the Inventory Type that you want to update.

  1. On the Items, Accessories, or Purchases page, click on the Ellipses [...].
  2. Click Import [Inventory Type].

  1. Click Select .CSV to Import.
  2. Select the .CSV file from your PC.
  3. Click Import.

You will receive a pop-up notifying you that an Import is taking place. Once it is finished, another pop-up will notify you how many pieces of Inventory were successfully updated.

Best Practices & Important Notes

When you are getting ready to update Inventory using Bulk Import, keep the following best practices in mind:

  • It is recommended to use the import you initially used to import your Inventory.
  • NEVER change the data in the Name column of your Import Template. If the Name of a piece of Inventory does not match the Name of the existing Inventory in TapGoods PRO, a new piece of Inventory will be created.
  • The names of Flat Prices MUST match the Flat Prices existing on the Inventory in TapGoods PRO. If they do not match, then a new Flat Price will be created.
  • Tags, and Departments MUST match the Tags, and Departments that already exist. If they do not match existing data, then new ones will be created and added to TapGoods PRO. 
  • If you delete a Tag from your Import Template, then it will be removed from the Inventory. However, Departments must be manually removed from individual pieces of Inventory.
  • Deleting a piece of Inventory from the Import Template will not remove it from the system. You must delete Inventory manually.
  • Deleting a Note from the Import Template will not remove the note from TapGoods PRO. You must remove Notes from Inventory manually.
  • Please do not use dollar signs ($) in the Import template, TapGoods PRO will not recognize it. Input the decimal value (5.50) only.
  • The Include_Notes, Tax Exempt, and Damage Waiver columns on each Import Template should be marked TRUE (yes) or FALSE (no). 

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