Bulk Operation using i360 Pro

Introduction

Managing inventory efficiently is crucial for any business. The new Collections feature in i360 Pro is designed to empower you with a powerful tool to bundle items and attributes, enabling streamlined bulk operations and significantly enhancing your inventory management efficiency. No more repetitive, item-by-item tasks! With Collections, you can group your inventory in logical ways and perform multiple actions on them all at once.

Why Use Collections?

The Collections feature is invaluable for any scenario where you need to perform actions on a specific group of items or items sharing common attributes. It eliminates the need to select items individually for various operations, saving you significant time and reducing the potential for errors.

What is it Used For? 

Collections are incredibly versatile and can be used for a wide range of inventory management tasks, including:

• Efficient Cycle Counts: Quickly count specific groups of products (e.g., all items in a particular aisle, or all items from a specific vendor).
• Batch Tag Printing: Generate and print tags for newly arrived stock, promotional items, or items undergoing price changes.
• Simplified Price Modifications: Update prices for an entire category of products, a specific brand, or items involved in a sale.
• Bulk Inventory Adjustments: Perform adjustments for damaged goods, returns, or stock discrepancies for a defined set of items.
• Targeted Transfers: Move a group of items from one location to another efficiently (e.g., transferring seasonal inventory to a different storage area).
• Updating Item Information: Easily update descriptions, categories, or custom fields for multiple items at once.
• Locating Groups of Items: Quickly find the physical location of a set of items within your inventory.

How to Use Collections: A Step-by-Step Guide

The Collections feature is intuitive and designed for ease of use. Follow these steps to harness its power:

1. Accessing the Bulk Operations Tab

The central hub for all Collection-related activities is the new Bulk Operations tab.

• Navigate to the Bulk Operations tab within your i360 Pro interface.
• Here, you will see a list of all existing collections, along with key details such as their name, creation date, and the user who created them.
• You can easily search for collections by their name using the search bar provided.

2. Creating a New Collection

Follow these steps to create a new collection:

1. Click on "+" button. This button will be prominently displayed on the "Collections" tab.
2. Enter a Unique Collection Name: Give your collection a clear and descriptive name (e.g., "End-of-Year Sale Items," "New Arrivals - June 2025," "Warehouse Section A Audit").
3. Add Items and Attributes to the Collection: This is where you define what goes into your collection.
   • Adding Items by UPC:
     • Scan Item UPCs: Use a barcode scanner to quickly add individual items to your collection.
     • Manually Enter Item UPCs: If a scanner is not available, you can type in the UPCs of the items you wish to include.
   • Adding Attributes:
     • Select relevant attributes from a dropdown list (e.g., "Category," "Brand," "Vendor," or any custom attributes you have defined). This allows you to include all items that share those specific attributes.
   • Optionally Set Quantities: For individual items, you have the option to specify a quantity if your operation requires it (e.g., for a partial cycle count or a specific transfer amount).
4. Save the Collection: Once you have added all desired items and attributes, click "Save Collection."

What Happens After Creation?

• Your newly created collection will now appear in the list on the "Bulk Operations" tab.
• You can edit your collection at any time by opening it from the list. This allows you to add or remove items and attributes as needed.

3. Managing Existing Collections

To view, modify, or perform operations on an existing collection:

1. Open an Existing Collection: From the "Bulk Operations" tab, simply click on the "Pen" icon next to the name of the collection you wish to manage.
    

   

2. View Items and Attributes: Once opened, you will see a detailed list of all items and attributes included in that collection.
3. Modify the Collection:
   • Adding New Items or Attributes: Use the same methods as during creation (scanning UPCs, manually entering UPCs, or selecting attributes) to add more items or refine your collection.
   • Removing Existing Items or Attributes: You can easily remove individual items or entire attributes from the collection if they are no longer needed for your operation.
   • Updating Item Quantities: Adjust the quantities for specific items within the collection if necessary.
4. Save Changes: After making any modifications, remember to click "Save" to update the collection.

4. Performing Operations on Collections

This is where the real power of Collections comes to life! Once you have your collection defined, you can perform various operations on it.

1. Select a Collection: From the "Bulk Operations" tab, either open the collection you want to work with or select it directly from the list.
2. Choose an Operation: You will see a range of available operations. Click on the desired operation:
   • Cycle Count: Initiate a cycle count for all items within the selected collection. The system will guide you through the counting process and allow you to update stock levels based on your findings.
   • Print Tags: Generate and print tags (e.g., price tags, barcode labels) for every item in the collection.
   • Create Picklist: Generate a picklist that includes all items from the collection, useful for order fulfillment or internal inventory movements.
   • Update Item Information: Access a bulk editing interface to modify common details (like description, category, custom fields) for all items in the collection simultaneously.
   • Use Product Locator: Find the physical location(s) of all items within the collection in your inventory layout.
   • Create Transfer: Initiate an inventory transfer for all items in the collection to another designated location (e.g., another warehouse, a specific retail shelf).
   • Create Adjustment: Perform a bulk inventory adjustment (e.g., for shrinkage, damaged goods, or receiving errors) for all items in the collection.

Conclusion

The Collections feature in i360 Pro is designed to empower you with unparalleled efficiency in managing your inventory. By grouping items and attributes, you can simplify complex tasks, reduce manual effort, and ensure greater accuracy in your operations. Embrace Collections today and experience a new level of productivity in your inventory management!

Articles in this section

• Introduction
• Getting Started
• Cycle Count
• Master Item
• Tags Printing
• QOH
• Receiving
• Transfer
• Adjustment
• Locate Item

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