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2.12 Add or remove a product across many locations

Written by Support

Goal

Add the same product to a group of locations at once, or remove it from them, without opening each location one by one.

Who

Field Manager or Org Admin.

Steps

  1. On the Field home page, use the checkboxes to select the locations you want to change. To act on every location that matches your current filters, use Select all.

  2. In the action bar that appears, choose Add Material or Remove Material. (The same action bar also offers Apply Template and tag assignment.)

  3. Search for the product and pick it.

  4. For an add, choose whether it's a part, tool, or equipment and set the min and max quantities. For a remove, confirm the product to take out.

  5. Submit. The change is applied to every selected location.

Notes

  • Select all follows your current filters (Office, tags, and so on), so you can target a whole tag or Office in one pass. Any rows you've unchecked are left out.

  • A bulk add sets your min and max everywhere, including at locations that already carry the product, and it revives the product's archived bins. Treat it as "make every selected location stock this, at these levels."

  • Removing a product takes its bin out of the selected locations; it doesn't erase the location's history.

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