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Table of Contents

Create Items in Bulk

Non-METRC users can use the "Bulk Create Items" tool to create multiple items at once from a spreadsheet. Prerequisite.

Table of Contents

Non-METRC users can use the "Bulk Create Items" tool to create multiple items at once from a spreadsheet.

Prerequisite

Your User Role must have the "Bulk update items (update company item master)".

" toggled 'On.'

To do that:

  1. Click The image shows a small green gear or settings icon, which appears inline within the article text as a visual cue representing the "Settings" menu or configuration option that… Settings.
  2. Select User Roles.
  3. Make sure to select the facility you need.
  4. Click the  icon to CONFIGURE.
  5. Locate the Admin Card.
  6. Next to the Inventory line on the Admin Card, click  to configure the Actions for the Admin Inventory modal.
    The image shows a portion of the User Roles configuration screen, displaying the Admin Card with a list of permission categories—including Distribution, Testing, Configuration,…
  7. Toggle 'On' Bulk update items (update company item master).
    The screenshot shows the "Actions for Admin Inventory" modal within User Role settings, displaying a list of inventory-related permissions — including "Bulk update items (update…
  8. Close the modal.
  9. Click Save.
Log in and log out to see the setting updates take effect.

Bulk Create Items

  1. Click  Settings.
  2. Select Inventory.
  3. Select Items / All Items.
  4. Click Bulk Update Items.
    The screenshot shows the Items list page in Flourish Software's Inventory settings, displaying columns for Item Name, SKU, Type, Class, Category, Strain, Cost, Price, and Brand,…
  5. On the top-right, click Bulk Create. The screenshot shows the Bulk Item Update page in Flourish, displaying step-by-step instructions, a highlighted Bulk Create button in the top-right corner, and an Item Column…
  6. Follow the instructions on the page, and read the NOTE carefully:
    The image shows the "Bulk Item Create" screen within the inventory management system, which displays a nine-step numbered workflow for adding new items to a company's item master…
  7. The Item Column Descriptions part of the page describes the information on the CSV file and how to handle it. The image shows the "Item Column Descriptions" reference table from the Bulk Create Items page in Flourish, listing each CSV column name (such as ID, Name, InventoryType, Class,…
  8. Open the CSV file.
  9. Remove the example data on the first line.
    The image shows a CSV file named "create-items2023-09-05" opened in Microsoft Excel, displaying the required column headers for bulk item creation (such as ID, Name,…
  10. Type the data.
  11. Click The image shows a green "SELECT CSV" button, which appears in the Bulk Create Items workflow as the control users click to choose and upload their completed CSV file containing the….
  12. Click UPLOAD.
    The image shows the CSV upload interface for the Bulk Create Items tool, displaying a "SELECT CSV" button at the top, a selected file named "create-items2023-09-05.csv" (0.75 KB),…
  13. Resolve the validation and create new items!

Good to know!

* Do not delete columns.
* Remove the example data.
* Do not change the order of the columns.

Questions?

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Bulk actions - Update Unit weight

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