Bulk Adjust Cost, Price, and GL Codes in a Price Schedule

Use the Bulk Adjust feature to update costs, prices, and GL codes across a price schedule. You can update inventory items or rental rates one at a time or select multiple inventory items or rental rates and apply an adjustment in bulk by flat amount or percentage, as an increase, decrease, or set value.

Click the price schedule to open its slider, then click Adjust Prices.

Update an Individual Inventory Item or Rental Rate

To update cost or price on an individual inventory item or rental rate, use one of the following methods:

• Enter the new cost or price in the Adjusted Cost or Adjusted Price column. The Cost Difference column updates automatically.
• Enter the difference directly in the Cost Diff column. The Adjusted Cost or Adjusted Price column updates automatically.

To update a GL code on an individual inventory item or rental rate, click in the Revenue GL Code or Expense GL Code column and select the new GL code.

Bulk Update Inventory Items or Rental Rates

To bulk update inventory items or rental rates:

1. Select all records to update. The bulk action bar displays.
2. In the bulk action bar, select the action to take: Adjust Cost, Adjust Price, Adjust Both, or Set GL Code.

Adjust Cost, Adjust Price, or Adjust Both

1. Select Flat Amount or Percentage.
2. Enter the amount of the adjustment.
3. Select the operator:
   • +: increases the cost or price by the amount or percentage entered.
   • -: decreases the cost or price by the amount or percentage entered.
   • =: sets the cost or price to the amount entered, or to that percentage of the original amount.
4. Click Apply.

Set GL Code

1. Select the new GL code.
2. Click Apply.

When you have completed all changes, click Save.