Bulk Edit Lot Assignments
Use bulk lot editing when several Inventory History rows need their lot assignment corrected at the same time. The bulk editor lets you review selected transactions, choose or type a new lot, and apply the updates together. Each lot you enter is checked automatically as you go, so you can see right away whether a row is ready.
How to Get There
Go to Inventory > History in the sidebar.
Change Lots for Multiple Rows
- Select the checkboxes next to the history rows you want to update.
- Click Edit lots in the floating toolbar.
- In Bulk Edit Lots, review the read-only transaction details (shown with a lock icon).
- In New Lot, choose an existing lot or type a lot code. Peasy checks each row a moment after you enter it and color-codes the cell.
- Click Apply updates. If any rows are blocked, Peasy asks whether to skip them and update the rest.
What Can Be Edited
Bulk lot editing supports these completed transaction types:
- Sales
- Received
- Manual Add
- Manual Deduct
- Manual Reset
- Production Input
- Production Output
Rows that Peasy cannot safely update are blocked in the grid. The New Lot cell explains why, such as a pending receipt that has not been received yet or a pending work order that has not been completed yet.
Validation Messages
As you enter a lot, the New Lot cell is color-coded:
- Green means the row is ready.
- Yellow means the row can be applied, but Peasy is warning you about the lot. For example, a typed lot may be saved as an ad hoc lot.
- Red means the row is blocked and will be skipped unless you fix it.
- Gray means there is no change to apply.
Hover over a colored cell to see the validation message. The footer summarizes how many rows are ready, have warnings, are blocked, or are unchanged.
Skipping Blocked Rows
If you click Apply updates while some rows are still blocked, Peasy asks whether to skip the blocked rows and update the rest. Choose Skip and continue to apply the ready rows, or Cancel to go back and fix the blocked ones first. Blocked rows are never changed.
Good to Know
- Pending rows cannot be bulk-edited until the underlying receipt, sale, work order, or transfer is complete.
- If you type a lot code that does not already exist, Peasy may save it as an ad hoc lot when you apply the update.
- Lot updates are applied only to rows with a value in New Lot. Blank rows are ignored.
- If one selected row is blocked, the other rows stay in the editor so you can review them before applying.
Related
- Inventory History — See all inventory movements and pending transactions
- Lot Tracking — Understand how lots are created and consumed
- Adjusting Inventory — Make quantity corrections from the inventory view