Bulk actions on products

Summary

Overview

Bulk operations enable you to perform actions on multiple products at once. These operations are performed on a selection of products from the grid.

To access the bulk actions, go on the Product grid, select at least one product and click on the Bulk actions button, at the bottom of the grid.

Available bulk actions

Here’s the list of the bulk operations available in the PIM:

  • Edit attributes values: Edit the attributes values of your selection of products. For instance, set a new release date or a new value for an attribute. The previous values will be replaced.
  • Add attributes values: Add values for the multivalued attributes on your selection of products. For instance, add a collection or an asset. The Table attribute is not compatible with this action.
  • Change family: Choose/change the family of the selected simple products.
  • Change status (enable/disable): Edit the status of one or several products, enable or disable products.
  • Add to groups: Add your selection of products to one or more groups.
  • Add to categories: Add products or product models into categories.
  • Move between categories: Change your products categorization
  • Remove products from categories: Remove products from one or more categories at once. Selected products will be uncategorized.
  • Add to an existing product model: Add a simple product as a variant to a product model if 2 levels of variants or to a sub product model if 3 levels of variants.
  • Change the parent product model: Change the parent product model of variant products or sub product models.
  • Convert to simple products: Convert the selected variant products to simple products (remove their parent).
  • Associate to products: Add associations for your selection of products.
  • Publish products (EE only): Mass publish products.
  • Unpublish products (EE only)): Mass unpublish products. This action is available in the Published products grid.

In order to perform a bulk operation on products, you need the rights to each possible action, and also the general permission to perform bulk actions on products.

 

How to perform bulk actions?

  1. Select the desired products in the grid with the appropriate filters
  2. Tick the products you want to mass edit via the down arrow of the toolbar: select All to apply changes on all your products, All visible for all visible products (ongoing page) or click on None to cancel the action: 
  3. Click on Bulk Actions
  4. Select the operation to be performed from the screen menu
  5. According to the selected operation, the next screen of configuration changes
Operations Step of configuration
Edit attributes values Add attributes to the products to set the values ​​to be applied
Add attributes values Add attributes to the products to add the values ​​to be applied
Change family Select the family to be applied on products
Change status Select the status to be applied: enable or disable
Add to groups Check the groups in which the products will be brought together
Add to categories 
Move between categories 
Remove from categories		 Tick the categories in which the products will be categorized, moved or removed.
Add to an existing product model Select the product model or sub product model to gather the products
Change the parent product model Select the new parent product model to gather the products or sub product models selected
Associate to products Add associations to the selected products
Publish products Confirm the action
Unpublish products Confirm the action

Confirm the action with the Confirm button located in the middle of the screen.

The action is processed as a background task, so you can continue to work on the PIM. When the process is done, you are the only user to be notified.

To access the Execution details of the process, click on the notification icon.

The following operations Change status, Add to groups and Publish products are not available for the product models. 
To ease these bulk actions, if you select some product models in the grid, their children variant products will be updated. For example, if you select some product models in the grid and the bulk action Change status, the variant products' statuses of the product models selected will be changed.

 

When the following bulk actions run, the rules are automatically executed as one of the final steps that are part of the job:

  • Update product value (edit an existing value of a product selection)
  • Add product value (add a new value to a product selection)
  • Add to category (add the product selection to a category's selection)
  • Move to category (change the category of a product selection)
  • Remove from category (remove the product selection from a category's selection)
 

Edit attribute values or add new attribute values

Changes will be applied on the scope and the locale selected in the product grid. If you have several locales or scopes to make changes on, you will have to do several bulk actions.

 

If you select some product models in the grid, the attributes will be updated on the product models and all their children variant products according to the family variant definition. For example, if the description (defined as common attributes) and the weight (defined for each variant product) are mass edited, the description will be updated on the product models and the weight on each child variant product of the selected product models.

 

These actions will not apply on products without families.

 

A check box Send for approval is displayed in the confirmation step. If you select it and have Edit rights on products, you will automatically send the drafts for approval. At the end of the process, you will receive a notification with the number of proposals generated.

If you have Edit rights on products and you use a bulk action to edit attributes values, then:

  • all changes made before on attributes on the drafts will be lost after the mass action;
  • a new draft will be created with the results of the mass action.
 

Edit attribute values

To ease the mass enrichment of products attributes values, you can edit the attributes values of your products thanks to the Edit attributes values bulk action in the product grid. For example, you can set the brand of a selection of products to Akeneo.

  1. Search for products in the grid with the appropriate filters
  2. Select the products to edit: tick the products you want to add via the down arrow of the toolbar: select All to apply changes on all your products, All visible for all visible products (ongoing page) or click on None to cancel the action
  3. Click on Bulk Actions
  4. Select Edit attributes values and then Next
  5. Click on Select attributes to select the attributes you want to update (for example the brand)
  6. Add values for the selected attributes 
  7. Click on Next
  8. Confirm the action with the Confirm button located in the middle of the screen
  9. The attributes values will be updated in the selected products

This action will not add new attribute to products, it will only update the attributes that already belong to the families of the selected products.

 

Add new values to attributes

You can use the Add attributes values action to add new values to the attributes having multiple values:

  • Multi-select attributes
  • Reference data multi-select attributes
  • Assets collection attributes (EE only)
  • Reference entity multiple links attributes (EE only)

For example, you can now easily and massively add a new asset to several products or a new option value to a multi-select attribute used for several products. To do so, simply follow our steps:

  1. Search for products in the grid with the appropriate filters
  2. Select the products to edit in your product grid: tick the products you want to add via the down arrow of the toolbar: select All to apply changes on all your products, All visible for all visible products (ongoing page) or click on None to cancel the action
  3. Click on Bulk Actions
  4. Select Add attributes values and then Next
  5. Click on Select attributes to select the attributes you want to update (for example the collection)
  6. Add values for the selected attributes 
  7. Click on Next
  8. Confirm the action with the Confirm button located in the middle of the screen
  9. The attributes values will be added in the selected products. The previous attributes values are kept.

Like the Edit attribute values, this action will not add new attribute to products, it will only update the attribute values that already belong to the families of the selected products.

 

Categorize, move or remove products

In order to save you some time, you can also directly categorize products in categories without an import / export thanks to a bulk action in the product grid.

  1. Search for products in the grid with the appropriate filters
  2. Select the products to be categorized via the selection tool: tick the products you want to update via the down arrow of the toolbar: select All to apply changes on all your products, All visible for all visible products (ongoing page) or click on None to cancel the action 
  3. Click on Bulk Actions
  4. Select the operation to be performed from the screen menu
  5. According to the selected operation, the next page of configuration changes
Operations Step of configuration
Add to categories The products will be positioned into the selected categories, the existing placement is kept
Move between categories  The products will be moved into the selected categories, the existing placement is lost
Remove from categories The products will be removed from the selected categories

Confirm the action with the Confirm button located in the middle of the screen.

These bulk actions also support product models.

 

Add products to an existing product model

To ease the enrichment of products with variants, you can gather products in a product model to allow the enrichment of their common properties.

  1. Search for products in the grid with the appropriate filters
  2. Select the products to add to an existing product model: tick the products you want to add via the down arrow of the toolbar: select All to apply changes on all your products, All visible for all visible products (ongoing page) or click on None to cancel the action
  3. Click on Bulk Actions
  4. Select Add products to an existing product model and then Next
  5. Select a family, a family variant and a product model 
  6. Click on Next
  7. Confirm the action with the Confirm button located in the middle of the screen
  8. The products allowed will be added to the selected product model

The attributes defined as common attributes in the family variant will be now enriched at the product model level, the previous values for these attributes on the products are removed. For example, if you add 2 products with an existing description and you would like to gather them in a product model and manage a common description, their previous descriptions are removed.

 

This operation can only be performed for non variant products, so products not already linked to a product model:

  • You cannot add product models to a product model, only products.
  • You cannot change the parent product model of a variant product.
 

Change the parent product model

To allow more flexibility on variant products (such as merging or splitting product models), you can now change the parent product model of a variant product or a sub product model.

The new parent product model should have the same family variant than the previous parent model, else the parent is not changed.

 

Hereafter 2 examples of use cases:

  • In the ERP, there are 2 models of beers for the same beer that come in different sizes, one model that comes in 33cl and 75cl volume, one with 6L and 6L triple pack volume. The marketing team would like to keep only one model with all the available sizes.
  • In the ERP, the buyers have created one t-shirt model with different colors – some in basic solid colors and some with colored flowers - but the marketing team would like to split the colors in 2 different models. Technically it's the same product but it's not the same target customer and not the same description or season. Marketing would prefer 2 different product models (one with the basic solid colors and one with the colored flowers). 
  1. Search for products or sub product models in the grid with the appropriate filters
  2. Select the products or sub product models to change the parent product model: tick the products or sub product models you want to add via the down arrow of the toolbar: select All to apply changes on all your products, All visible for all visible products (ongoing page) or click on None to cancel the action 
  3. Click on Bulk Actions
  4. Select Change the parent product model and then Next
  5. Select a family, a family variant and a product model 
  6. Click on Next
  7. Confirm the action with the Confirm button located in the middle of the screen
  8. The variant products or product models allowed will be moved to the selected product model

The attributes defined as common attributes in the family variant will have now the values of the new parent product model.

 

This operation can only be performed for variant products or sub product models, already linked to a parent product model.

 

Convert variants to simple products

When selecting one or several product models or variant products, you can launch a bulk action in order to convert all these variants to simple products.

  1. Select one or several product models or variant products in the grid
  2. Click on Bulk actions
  3. Then select Convert to simple products
  4. Confirm your action

All the variants of your selection will be then converted to simple products, meaning that they won't be attached to a parent anymore.

Associate products

To ease the add of associations, you can mass associate products.

  1. Search for products in the grid with the appropriate filters
  2. Select the products to add associations: tick the products you want to add via the down arrow of the toolbar: select All to apply changes on all your products, All visible for all visible products (ongoing page) or click on None to cancel the action
  3. Click on Bulk Actions
  4. Select Associate to products and then Next
  5. Select the association type 
  6. Click on the Add associations button 
  7. The picker to select products or product models opens
  8. Filter on the categories, on the label or identifier or add filters to find the products or product models to associate
  9. Tick in the grid the products or product models to associate, they are displayed in the basket 
  10. Click on the Confirm button
  11. Confirm the bulk action with the Confirm button located in the middle of the screen 
  12. The products selected will be associated to the products and product models

You can define associations on Product models. So if you select product models in the grid and mass associate, the product models and their children (variant products and product models) will be associated.

 

You can view the associations for a product in its product form, in the Associations tab, refer to this article for more details.

 

Delete multiple products

To delete multiple products:

  1. Search for products in the grid with the appropriate filters
  2. Select the products to be removed via the selection tool: select All to apply changes on all your products, All visible for all visible products (ongoing page) or click on None to cancel the action 
  3. Click on Delete in the toolbar located at the bottom of the screen
  4. Confirm the action with the Confirm button 

You can also mass delete product models. If you delete product models, all their children (product models and variant products) are also deleted.

 

Like all bulk actions mass delete action is a back-end task, so you can continue to work on the PIM without experiencing slowdowns. When the process is done, you are the only user to be notified and when you click on the notification, you can access the report page.

 

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