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Bulk Updating Quantities, Min/Max, Barcodes & Positions in SureStock

Update quantities, min/max thresholds, barcodes, and positions across an entire location at once by downloading a spreadsheet, editing it, and uploading it back.

➡️ What You Can Update in Bulk

Using the stock level bulk update, you can modify the following:

Feature

Description

📦 On-hand quantity

Correct counts after a physical audit or cycle count

📉 Minimum quantity

Set reorder thresholds for all materials at once

📈 Maximum quantity

Define target stock levels in a single upload

🏷️ Barcode numbers

Add or update barcodes fleet-wide without scanning

📍 Location position

Update Aisle, Bay, Level, Bin for reorganized shelves

This is per location. Each download/upload cycle works on one location (warehouse or truck). To update multiple locations, repeat the process for each.


➡️ When Should You Use This?

Use Case

Description

🔵 After an inventory audit

Push corrected counts back into SureStock quickly after a physical count

🟡 Set up min/max across the catalog

Set thresholds for 200 items in one upload instead of editing one by one

🟠 Add barcodes in bulk

Import barcode values for an entire location from your label system

🟤 Warehouse reorganization

Update shelf positions after a physical rearrangement

🔴 Initial setup / data migration

Populate a brand-new location with counts from another system

🔧 Data cleanup

Fix inconsistent or incorrect stock data across many materials at once

If you're working with inventory quantities or physical placement, this is the right tool.


➡️ How to Bulk Update Stock Levels

1. Go to the Stock page
Navigate to Stock and select the location (warehouse or truck) you want to update. Click on the 3 dots (...) and select the Bulk Update Inventory option.

2. Download your current stock file
Click Export and download the stock file. This file contains all current values for that location.

3. Update the file
Open the file and edit only the columns you want to change:

Column

Editable?

What to Enter

Material Name

🔒 Locked

Used to match rows, do not edit. SureStock uses this to find the right material.

On Hand

✏️ Editable

Whole number (e.g., 12). Enter the actual current quantity at this location. Leave blank to keep existing value unchanged.

Min

✏️ Editable

Whole number (e.g., 5). The minimum stock level, items at or below this appear on the Critical Items List.

Max

✏️ Editable

Whole number (e.g., 20). The target stock level when restocking. Must be greater than Min.

Barcode

✏️ Editable

Any alphanumeric string (e.g., PLY-00141 or 012345678905). Leave blank to keep existing. Must be unique per material.

Position

✏️ Editable

Free text (e.g., A3-B2-L1 or Shelf 4). This is the physical location label shown in the stock view.

🚫 Never do these! They will break the import:

  • Delete or rename column headers

  • Delete the Material Name column or change material names

  • Add new materials via the bulk file (use Catalog Import for that)

  • Change the file format (e.g., save as .xlsx if it was .csv)


4. Upload the updated file
Once your changes are ready, upload the file back into SureStock. The system will validate the data and apply updates in bulk.

⚠️ File limits: Imports are limited to 7,500 items per file. Files exceeding this limit will not be processed, make sure your file meets this requirement before importing. Only Excel files (.xlsx, .xls) are accepted, up to 10 MB.


➡️ What Happens After Upload?

  • Inventory quantities update immediately

  • Min/Max levels are applied

  • Barcodes and positions are updated for that location

  • No duplicate materials are created

This only updates stock-level data, not catalog fields like material names, item numbers, or categories.

What it updates: Quantities, min/max, barcodes, and positions, all applied immediately.

What it doesn't change: Material names, item numbers, categories, descriptions. Use Catalog Bulk Update for those.


➡️ Stock Level Bulk Update vs. Catalog Bulk Update

What You Want to Change

📦 Stock Level Bulk Update

📋 Catalog Bulk Update

On-hand quantity

Yes

No

Min / Max thresholds

Yes

No

Barcode at a specific location

Yes

No

Shelf / bin position

Yes

No

Material name / description

No

Yes

Item number / SKU

No

Yes

Category assignment

No

Yes

Add new materials

No

Yes (via bulk add)


➡️ Tips for a Smooth Bulk Update

  • Always download a fresh file before editing. Don't reuse a file from last week, stock values may have changed. A fresh export is the source of truth.

  • Test with a small batch first. Update 5–10 rows, upload, and verify the results before processing 500 rows. Mistakes on a small file are easy to fix.

  • Keep a backup copy of the original file. Before editing, save a copy with a date stamp (e.g., warehouse_a_backup_may9.csv). Easy to refer back to if something goes wrong.

  • For multiple locations, repeat per location. Download, edit, and upload separately for each warehouse or truck. Don't mix rows from different locations in one file.

  • Review the preview before confirming. Always check the changes preview after uploading. The red "Errors" count tells you what SureStock couldn't apply, fix those rows and re-upload.


➡️ Common Issues

"My upload failed or nothing changed."
Check that you didn't rename/delete column headers, edit the Material Name column, or change the file format (e.g., saving a .csv as .xlsx). Any of these will break the import.

"I'm trying to add new materials through this file."
Stock level bulk update can't add new materials; it only updates existing ones. Use Catalog Import to add new materials instead.

"My file got rejected for being too large."
Imports are capped at 7,500 items per file and 10 MB, only .xlsx/.xls formats are accepted. Split larger files into batches if needed.

"After uploading, some rows show as errors."
Check the red "Errors" count in the preview after upload, it tells you exactly which rows couldn't be applied and why. Fix those specific rows and re-upload just the corrected file.


➡️ FAQs

Can I update material names or item numbers with this tool?
No, this only touches stock-level data (quantities, min/max, barcodes, positions). Use Catalog Bulk Update for names, item numbers, categories, or descriptions.

Can I update multiple locations in one file?
No, each file is per location. Repeat the download/edit/upload process separately for each warehouse or truck.

What happens if I leave a cell blank?
The existing value stays unchanged; blank doesn't mean zero or delete.


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