27. How to Add Notes and Item Locations in Bulk

Larry Lubarsky
Larry Lubarsky
  • Updated
Want to add notes and item locations for your products in bulk by file upload? No problem, 2DWF has got you covered!

On the inventory page, there is an option to create shipments in bulk by file upload. We give you a template, and you fill it out with your inventory, upload it, and voila!

This file can also be used to upload lots of other information such as notes, locations, expiration dates, custom text, etc. Just add your info to the file, upload it, and you're good to go. 

There are actually two ways to upload a file with notes and locations in bulk:

  1. By file upload when creating a draft shipment. 
  2. By file upload from inside your working shipment. 

Read on to learn how to do both.

I. File Upload From The Inventory Page

 

1. Navigate to the Inventory page. 

Inventory_Page_2D_Workflow.png

 

 

2. Click on the File Upload button next to the Create Draft Shipment button, and select Download Template.

Bulk_Upload_Download_Template.png

 

 

3. Open the Excel template file and add your SKUs. Then, add any custom notes or locations under the Notes and Location columns for each of your items accordingly.

SKU,

 

 

4. Once you've filled out the template, return to the Inventory page and click on Upload Shipment File

Upload_Shipment_File.png

 

 

5. Select the file from your computer and click the Upload button.

File_Select_and_Upload.png

 

 

 

II. File Upload From Inside Of A Working Shipment

First, navigate to Settings and ensure the Upload Expiration Dates and/or Locations in Bulk option is enabled.  

Bulk_Location_Settings_Enabled.png

 

Once you've done so, follow the steps below:

 

1. Once inside the Shipment Workflow, click on the Upload Locations in Bulk button. 

Upload_locations_in_bulk.png

 

 

2. Click on Download Template.

Download_Template_Bulk_Locations.png

 

 

3. Open the downloaded file, and add all corresponding locations and notes next to each SKU under the Location and Notes columns, respectively. 

Location

 

 

4. Once you've filled out the file, return to the Shipment Workflow and click on File to upload the document. 

File_bulk_locations.png

 

 

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