Overview
The Bulk Editor is a powerful suite of tools designed for advanced users to efficiently manage large numbers of products simultaneously. Located under **Products → Bulk Editor** in the admin panel, these tools allow you to make sweeping changes across your entire catalog, saving hours of manual editing.
⚠️ **Important:** These tools can affect hundreds or thousands of products at once. Always review your selections carefully before applying changes.
1. Active Products
Purpose: Bulk activate or deactivate products to control their visibility on the website.
Use Cases:
- Temporarily hide seasonal products
- Deactivate discontinued product lines
- Bulk activate new product arrivals
2. Re-Categorisation
Purpose: Move and reassign products to different categories using smart filters and rules.
Features:
- Create reorderable rules for automated categorisation
- Run rules nightly for continuous catalog management
- Use smart filters or manual selection methods
3. Pre-Order Products
Purpose: Manage pre-order deposits and settings for products.
Use Cases:
- Set up pre-order deposits for upcoming releases
- Export/import pre-order data for mass updates
4. Click & Collect
Purpose: Manage click and collect availability across all stores.
Use Cases:
- Enable click & collect for specific product categories
- Disable for oversized items
5. Cycle to Work
Purpose: Manage cycle to work scheme eligibility for products.
Use Cases:
- Enable scheme for qualifying bikes and accessories
- Bulk update eligibility based on price ranges
6. Featured Products
Purpose: Control featured product status and visibility settings.
Use Cases:
- Highlight seasonal promotions
- Feature new arrivals or bestsellers
Purpose: Add image overlay tags and product labels.
Use Cases:
- Add "New In" badges to recent arrivals
- Apply "Sale" or "Limited Edition" tags
8. Special Order
Purpose: Manage special order settings and lead times.
Use Cases:
- Set lead times for made-to-order products
- Mark products as special order only
9. Attributes and Filters
Purpose: Bulk manage product attributes, filters, and search properties.
Use Cases:
- Add missing attributes to product groups
- Update filter values across categories
Common Use Case Examples
Example 1: "Reserve for Christmas"
Objective: Allow Customers to Pre-Order Bikes for Christmas.
Steps:
1. Go to **Bulk Editor → Pre Order Products**
2. Click "Bulk Apply"
3. Use Smart Filters:
- Category is "Bikes" AND
- Product name contains "Christmas" (example)
4. Update the deposit and allow when in stock
4. Schedule it to run each evening
Example 2: "Deactivate Products from an Entire Category"
Objective: Hide all products in the "Summer Sale 2023" category.
Steps:
1. Navigate to **Bulk Editor → Active Products**
2. Click "Add Deactivation Rule"
3. Select "Smart Filter"
4. Add condition: Category equals "Summer Sale 2023"
5. Preview affected products
6. Save and run the rule
Example 3: "Enable Cycle to Work on Certain Products"
Objective: Enable Cycle to Work scheme for all bikes over £500.
Steps:
1. Go to **Bulk Editor → Cycle to Work**
2. Click "Create New Rule"
3. Use Smart Filters:
- Category equals "Bikes" AND
- Price greater than £500
4. Set action to "Enable Cycle to Work"
5. Review the product list
6. Apply the changes
Example 4: "Add 'New In' Tag to Recent Products"
Objective: Add a "New In" badge to products added in the last 30 days.
Steps:
1. Navigate to **Bulk Editor → Feature Tags**
2. Click "Add New Tag Rule"
3. Select tag type: "New In"
4. Use Smart Filter:
- Date added is within last 30 days
5. Set tag position (e.g., top-right)
6. Set tag duration (e.g., display for 30 days)
7. Save and activate
Example 5: "Bulk Move Products to New Category Structure"
Objective: Reorganise "Bikes → Mountain Bikes → Hardtail" to "Bikes → MTB → Hardtail MTB".
Steps:
1. Go to **Bulk Editor → Re-Categorisation**
2. Click "Create Recategorisation Rule"
3. Select "Existing Category" method
4. Choose source: "Bikes → Mountain Bikes → Hardtail"
5. Set target categories:
- Level 1: Bikes (unchanged)
- Level 2: MTB (new)
- Level 3: Hardtail MTB (new)
6. Preview affected products
7. Save as automation for nightly updates
Best Practices
Before Making Changes
1. **Test First:** Try your rule on a small subset before applying broadly
2. **Export Backup:** Use export features to backup current data
3. **Preview:** Always preview affected products before confirming
4. **Document:** Keep notes on major bulk changes for future reference
Smart Filter Tips
- Combine multiple conditions for precise targeting
- Use "contains" for flexible matching
- Use "equals" for exact matching
- Leverage AND/OR operators for complex rules
Automation Guidelines
1. **Name Rules Clearly:** Use descriptive names like "Deactivate Summer Products - Sept 1"
2. **Order Matters:** Rules run in sequence - arrange them accordingly
3. **Regular Reviews:** Periodically review automated rules for relevance
4. **Monitor Results:** Check rule execution logs for unexpected results
Safety Features
- **Preview Mode:** See affected products before applying changes
- **Undo Options:** Most actions can be reversed using opposite rules
- **Export/Import:** Backup and restore capabilities
- **Detailed Logs:** Track what changes were made and when
Troubleshooting
Common Issues
Q: My rule isn't finding any products
- Check filter spelling and exact matches
- Ensure products exist in the specified category
- Verify price ranges include currency symbols if required
Q: Changes aren't showing on the website
- Clear website cache from the dashboard
- Check if products have other restrictions
- Verify the rule actually executed (check logs)
Q: Automated rules aren't running
- Ensure rules are marked as "Active"
- Check rule scheduling settings
- Verify no conflicting rules exist
Advanced Features
Rule Chaining
Create dependent rules that work together:
1. Rule 1: Deactivate old season products
2. Rule 2: Add "Clearance" tag to deactivated products
3. Rule 3: Move clearance items to "Sale" category
Conditional Logic
Build complex conditions:
- IF (Category = "Bikes" AND Price > £2000) OR (Brand = "Premium")
- THEN Enable special shipping options
Bulk Data Management
- Export product data to CSV
- Edit in spreadsheet software
- Re-import with updates applied
Security & Permissions
- Only users with product management permissions can access Bulk Editor
- Super admin approval may be required for rules affecting >1000 products
- All actions are logged with username and timestamp
Need Help?
If you encounter issues or need assistance:
1. Check this guide for solutions
2. Review the in-app help tooltips
3. Contact your system administrator
4. Submit a support ticket with rule details and error messages