Editing Your Item Master

How to edit inventory items and properties in your Item Master. 

IN THIS TOPIC

• Editing a Single Item from the SKU Details
• Editing Multiple Items via CSV Upload
• Item Master Upload Issues

You can review and/or adjust inventory properties from the Item Master page in Flexe.

To edit a specific SKU, use the Edit Properties feature in the SKU Details. Or, you can adjust inventory properties for multiple items at once by uploading them to your Item Master via CSV.  

Note: For guidance on how to create your Item Master or add new items, go to Item Master Setup.

Editing a Single Item from the SKU Details

To edit an individual item:  

1. Select Item Master from the left menu in Flexe. 

2. Search for the item you want to edit. 

Use the text box at the top of the page to search for the specific item(s) you want to review or adjust. The page will automatically update to show any matching results. 

Note: You can search by SKU, item description, etc. The search filter will start suggesting relevant results after you enter at least three characters. 

3. Select the item to open the SKU Details. 

Select the item from the search results to open the SKU Details. 

The SKU Details shows all inventory properties saved in Flexe for that item. 

4. Select Edit Properties, then make changes as needed. 

To make changes to any of the inventory properties in the SKU Details, select the Edit Properties option at the top right.

The page then switches to edit mode, so you can make changes to specific properties, as needed. To learn more about specific inventory properties and how to edit them, check out the Inventory Property Guide.

Note: Whenever there’s an “info” icon next to a field, you can hover over it for a quick description. 

5. Select Save Changes. 

After you've entered everything, select Save Changes at the bottom of the page.

Note: Make sure that all *Required fields have entries--otherwise you won't be able to select Save Changes.  

The changes will then be updated in your Item Master, and on the SKU Details page.

Editing Multiple Items via CSV Upload

You can edit multiple inventory items or properties at once by uploading them in a CSV file. 

Note: If you don't have access to the CSV Upload field at the top of the Item Master page, contact us at [e-mail].

To edit your Item Master via CSV upload: 

1. Select Item Master from the left menu in Flexe. 

2. Open the Import CSV dropdown at the top of the page, then select Download. 

3. Select Download to download your current Item Master in a CSV file. 

In the window that opens, select Download to download a snapshot of your current Item Master in in a CSV file. Once downloaded, select the file to open it. 

Note: If you used a CSV file to initially create your Item Master in Flexe, you can use the same file again, instead of downloading a new copy. However, the original file will not reflect any changes you've made to your Item Master directly in Flexe--and those changes will be lost. 

4. Edit the CSV file as needed, then save your changes.  

Use the relevant columns in the spreadsheet to make changes to all inventory properties you want to adjust. For detailed guidance on what to enter, go to the Inventory Property Guide. 

Once all of your changes are entered, make sure to save the spreadsheet; also make sure the spreadsheet is still formatted as a CSV file so you can upload it back into Flexe. 

5. Go back to the Item Master page in Flexe to upload the edited file. 

Re-open the Import CSV dropdown at the top of the Item Master page, then select Update.

You can then drag and drop your updated CSV file or select Choose File to find it from where it’s saved on your computer. Then select, Submit.

Once uploaded, the changes you saved in the CSV file will automatically be updated in your Item Master.

Reviewing Changes 

You can review changes you saved to your Item Master via CSV upload from the SKU Details page for each specific item. Use the text box at the top of the Item Master page to search for the item(s). Then, select the item from the results to open the SKU Details.  

The SKU Details will automatically reflect any adjustments you added in the CSV file.

Note: If you need to make additional adjustments, select the Edit Properties option at the top of the SKU Details page. To learn more, go to Editing a Single Item from the SKU Details. 

CSV Upload Issues

If there are any issues with your CSV file when you try uploading it, the system automatically generates an error notification in the upload window. 

The notification shows each error, details on how to fix it, and which rows and SKUs in the spreadsheet are impacted. To complete the upload process, you'll need to correct each of these errors directly within the CSV file. 

Once you've reviewed and corrected the errors, upload and submit the file again from the upload window. 

Note: If you're still getting an error message after fixing everything, try copying everything into a new CSV file, then upload again. 

If you need more help, contact us at [e-mail] for additional troubleshooting.