Bulk Updating Inventory Quantity, Rental Price, or Sale Price
Rentopian allows you to update three key fields (Quantity, Rental Price, and Sale Price) in bulk with the Inventory Update import. This guide walks you through downloading a template, adjusting your inventory data, and importing changes back into Rentopian. To change product categories and subcategories instead, use the separate Product Update import (see step 4).
1. Download the Update Template
Go to Settings > Import Data: In Rentopian’s main menu, navigate to Settings > Import Data.
Select “Inventory Update”: Choose Inventory Update under Data Type To Import, then click the Download Template button to get a file listing your inventory items by ID, Product Name, SKU, Quantity, Rental Price, and Sale Price, filled in with their current values.
Note the Required Fields: Each row includes an ID, which is crucial for matching your updates to the correct items.
2. (Optional) Export Inventory with Details
If you need more info (e.g., product category) to filter or locate specific items:
Inventory List: Go to Inventory > List Items and click Export with Details.
Filter & Edit: Use Excel filters to narrow down items (by category, etc.). Copy relevant rows into the Inventory Update template or adjust your approach accordingly.
3. Modify the File
Open the Inventory Update Template: Update Quantity, Rental Price, or Sale Price as needed (e.g., increasing all rental prices by 10%).
Formulas or Manual Edits: You can use Excel formulas to calculate new values. Then, Paste as Values to remove the formulas.
Blank Cells: Leave a cell blank to keep its current value. A value of 0 is treated as blank, so this import can’t set a quantity or price to zero — change those on the item itself.
Save Your Changes: Keep the ID column intact, as it identifies each item.
4. Upload the Updated File
Return to Settings > Import Data: Choose Inventory Update again, then click Upload File.
Map Fields: Match the template columns (e.g., ID, Rental Price) to Rentopian’s fields. (You can skip fields you’re not updating.)
Changing Categories Instead: Categories and subcategories aren’t part of this import. Choose Product Update instead. Its template lists each product’s ID, name, categories and subcategories (separate several with semicolons). It replaces the categories of every product in the file, so list all the categories each product should keep, and give every row at least one category.
Proceed with Import: Click Proceed. Rentopian will process the file in the background.
5. Check Import History
After starting the import, navigate to Data Import > Import History to monitor the progress. You’ll see if any rows failed to import and can review the final results once the process completes.
If you need further assistance, feel free to contact us at [email protected].
