3PL Warehouse Manager

Updated on February 11th, 2025

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  • Help Center
  • 3PL Warehouse Manager
  • Inventory Management
  • Item Control
  • Inventory Management
    • Item Creation
        • Creating Items
        • Understanding Units of Measure
        • Entering Basic Item Details
        • Defining Units of Measure
        • Creating Item Assemblies
        • Configuring Item-Level Recurring Storage Charges
        • Configuring Item-Level Storage and Handling Charges
    • Inventory Management
        • Using the Manage Inventory Page
        • Understanding Allocation Logic
        • Making Adjustments
        • Transferring Inventory
        • Editing Track-By Values
        • Getting Started with Directed Putaway
        • Understanding Directed Putaway Logic
        • Understanding Replenishments
        • Counting Inventory
        • Performing Item-Based Audits
    • Movable Units
        • Understanding Movable Units
        • Enabling Movable Units for Customers
        • Defining Movable Unit Types
        • Specifying an Item's Movable Unit Type
        • Receiving Movable Units
        • Moving Movable Units
        • Reconfiguring Movable Units
    • Item Control
        • Managing Assembly Transactions
        • Moving Items
        • Batch-Updating Items
        • Managing Item Aliases
        • Managing Commodities
        • Managing Classifications
        • Managing Pricing
        • Managing Item Images
        • Managing Storage Rates
        • Uploading Import Templates
        • Understanding Item Alias

Batch-Updating Items

A batch item update allows you to make changes to existing items, including edits to recurring storage rates, UOM, dimensions, billing, track-by's, and more. This article reviews how to perform a batch item update using the new and improved experience from the Manage Items page.

To update items, you must have the following permission assigned to your user role: Customer > Customer Items > Import Item Definitions.

 

Qualifiers are not supported in batch item updates. If you need to make changes to an SKU's qualifier, please manually do so under Items > Manage Items.

Guidelines

First, navigate to Items > Manage Items in 3PL Warehouse Manager, then select a customer from the drop-down menu.

There are three options within the Manage menu that are used for batch item updates: Export All, Export Selected, and Update Items. Each of these is further detailed below.

  • Export All: Allows you to export all items for a customer, regardless of the grid selection
  • Export Selected: Allows you to export only items selected from the grid
  • Update Items: Allows you to import item updates, regardless of the grid selection

Once you're familiar with each of these options, use the following steps to update your items.

Step 1: Export items

The first step in performing a batch item update is exporting a master file of your configured items so that you can make changes using this file.

  1. Decide whether you need to update all items.
    • If you need to update all items, select Manage > Export All.
    • If you do not need to update all items, select the relevant items from the grid (using < Ctrl > or < Shift > to multi-select), then select Manage > Export Selected.
  2. Select whether you wish to Include inactive items, then click Export to download the item information.
  3. Once the exported file downloads, open the file and continue to the next section below.

Using Non-English Characters

To avoid errors when re-uploading files that contain Non-English ASCII characters (i.e. ç é  â ê î ô û à è ì ò ù ë ï ü ), open and save the exported file in Notepad or Notepad++. 

 

Important! If numerical values contain leading zeros or exceed 11 characters, they will automatically convert to scientific notation format upon export. To ensure your data is imported correctly, you must re-format these converted cells to numeric strings.

The easiest way to do this using Excel is to copy your export data and open a new Excel sheet, select the entire sheet, then change the Number format to 'Text'.
 

Once you have formatted the text, paste your data in, then make your changes using the guidelines in the next section. Unlike the default import template process, do not remove the column headers.

Step 2: Update items

Once you export your items and format the text as needed in Excel, you can update your items. Each available column is detailed in the table below, including where the associated field is located in an item's setup via Items > Manage Items.

Please note that most of these fields are alphanumeric and do not accept special characters. Dashes are accepted and commonly used for SKU, UPC, and Description values—however, we do not support carats, commas, or pound signs.

If you need additional information on any of the mapped fields below, please refer to our help articles on Creating Items.

 

Because items are defined by SKU, a batch item update writes over everything except the SKU—it reads over what has already been entered into the system and only updates items that were previously in 3PL Warehouse Manager. If you add new items or delete any items in the spreadsheet, the system ignores those values.

 
  1. Update each column value for each SKU as needed. Use the table below for guidance.
Column Column Name Description Item Setup Mapping Location
A SKU Maps to the 'SKU' field for reference purposes—if you need to modify an SKU's name, you can do so using Column AS Items > Description
B Description Maps to the 'Item Description' field Items > Description
C Description2 Maps to the 'Secondary Item Description' field Items > Description
D Min Maps to the 'Min on Hand' field Items > Inventory Options
E Max Maps to the 'Max on Hand' field Items > Inventory Options
F CycleCount Maps to the 'Days Between Counts' field Items > Inventory Options
G ReorderQty Maps to the 'Reorder Quantity' field Items > Inventory Options
H InventoryMethod Maps to the 'Allocation Method' field Items > Inventory Options
I Temperature Maps to the 'Storage Temp' field Items > Inventory Options
J Cost Maps to the 'Product Cost' field Items > Description
K UPC Maps to the 'Primary UPC' field

Units of Measure > Inventory Unit of Measure

L IsTrackLotNumber Maps to the 'Lot Number Tracking' field—value must be TRUE or FALSE Items > Tracking Options
M IsTrackSerialNumber Maps to the 'Serial Number Tracking' field—value must be TRUE or FALSE Items > Tracking Options
N IsTrackExpirationDate Maps to the 'Expiration Date Tracking' field—value must be TRUE or FALSE Items > Tracking Options
O LabelingUnitType Maps to the 'Packaging Unit of Measure' field—value must be a predefined unit type Units of Measure > Packaging Unit
P LabelingUnitQty Maps to the 'Primary Units Per Package' field (must have value specified in Column O) Units of Measure > Packaging Unit
Q LabelingUnitLength Maps to the 'Length' field (must have value specified in Column O) Units of Measure > Packaging Unit
R LabelingUnitWidth Maps to the 'Width' field (must have value specified in Column O) Units of Measure > Packaging Unit
S LabelingUnitHeight Maps to the 'Height' field (must have value specified in Column O) Units of Measure > Packaging Unit
T LabelingUnitWeight Maps to the 'Weight' field (must have value specified in Column O) Units of Measure > Packaging Unit
U LabelingUnitNetWeight Maps to the 'Net Weight' field (must have value specified in Column O) Units of Measure > Packaging Unit
V InventoryUnitOfMeasureType Maps to the 'Primary Unit of Measure' field—value must be a predefined unit type Units of Measure > Inventory Unit of Measure
W SecondaryUnitOfMeasureType Maps to the 'Secondary Unit of Measure' field—value must be a predefined unit type Units of Measure > Inventory Unit of Measure
X InventoryUnitsPerSecondUnit Maps to the 'Primary Units Per Secondary UOM' field Units of Measure > Inventory Unit of Measure
Y NMFC Maps to the 'NMFC' field—must be a predefined value configured under Items > Manage Commodities Items > Shipping Documentation
Z IsTrackLotNumberRequired Maps to the 'Lot Number Tracking' field—value must be TRUE or FALSE Items > Tracking Options
AA IsTrackSerialNumberRequired Maps to the 'Serial Number Tracking' field—value must be TRUE or FALSE Items > Tracking Options
AB IsTrackSerialNumberUnique Maps to the 'Serial Number Tracking' field—value must be TRUE or FALSE Items > Tracking Options
AC IsTrackExpirationDateRequired Maps to the 'Expiration Date Tracking' field—value must be TRUE or FALSE Items > Tracking Options
AD IsPickLotNumberRequired Maps to the 'Require Scan at Pick' field for Lot Number Tracking—value must be TRUE or FALSE Items > Tracking Items
AE IsPickSerialNumberRequired Maps to the 'Require Scan at Pick' field for Serial Number Tracking—value must be TRUE or FALSE Items > Tracking Items
AF IsPickExpirationDateRequired Maps to the 'Require Scan at Pick' field for Expiration Date Tracking—value must be TRUE or FALSE Items > Tracking Items
AG IsTrackCost Maps to the 'Cost Tracking' field—value must be TRUE or FALSE Items > Tracking Options
AH IsTrackCostRequired Maps to the 'Cost Tracking' field—value must be TRUE or FALSE Items > Tracking Options
AI MovableUnitDescription Maps to the description of the associated MU type in the 'Movable Unit' field—value must match a predefined MU description configured under Admin > Movable Units Units of Measure > Movable Unit
AJ MovableUnitTie Maps to the 'Tie' field Units of Measure > Movable Unit
AK MovableUnitHigh Maps to the 'High' field Units of Measure > Movable Unit
AL MovableUnitQty Maps to the 'Quantity' field Units of Measure > Movable Unit
AM MovableUnitLength Maps to the 'Length' field Units of Measure > Movable Unit
AN MovableUnitWidth Maps to the 'Width' field Units of Measure > Movable Unit
AO MovableUnitHeight Maps to the 'Height' field Units of Measure > Movable Unit
AP MovableUnitWeight Maps to the 'Weight' field Units of Measure > Movable Unit
AQ Active Specifies whether the item is currently active—value must be TRUE or FALSE Manage Items grid
AR StorageUOMs Maps to the fields in the Storage/Handling Charges setup—must use the following format, Warehouse Name:BillingUOM:#ofUnits (e.g., Central Warehouse:CuFt:1.0000) Storage/Handling Charges
AS RenameSKU Allows you to redefine the 'SKU' name Items > Description
AT IsHazMat Maps to the 'Hazardous Material' field—value must be TRUE or FALSE Items > Hazardous Material
AU HazMatID Maps to the 'Material ID' field Items > Hazardous Material
AV HazMatShippingName Maps to the 'Shipping Name' field Items > Hazardous Material
AW HazMatHazardClass Maps to the 'Class' field Items > Hazardous Material
AX HazMatPackingGroup Maps to the 'Packaging Group' field—value must be I, II, III, or left blank to indicate 'Unspecified' Items > Hazardous Material
AY HazMatFlashPoint Maps to the 'Flashpoint' field Items > Hazardous Material
AZ HazMatLabelCode Maps to the 'Label Code' field Items > Hazardous Material
BA HazMatFlag Maps to the 'Material Flag' field —value must be X, RQ, or left blank to indicate 'Unspecified' Items > Hazardous Material
BB StorageUnitOfMeasure Maps to the 'Storage UOM' field—value must be a predefined unit type and only needed for certain codes defined in Column BD Recurring Storage
BC InventoryUnitsPerStorageUnit Maps to the '# Eaches Per [UOM]' field—value must be a predefined unit type and only needed for certain codes defined in Column BD Recurring Storage
BD StorageCountScriptTemplateID

Maps to the 'Counting Mechanism' field—must use one of the following number values:
 

0 – Unspecified

201 – Storage UOM (must also complete column BB with storage unit of choice and BC with amount per storage to charge)

202 – Movable Units

203 – Location

204 – Rounding Storage UOM (must also complete column BB with a storage unit of choice and BC with the amount per storage to charge)

205 – MovableUnit Sq Foot

206 – Catch Weight by Lot

207 – Storage UOM by Lot (must also complete column BB with storage unit of choice and BC with amount per storage to charge)

Recurring Storage
BE ItemFacilityStorageRates Maps to the grid values in the Recurring Storage setup—must use the following format, Warehouse Name:PrimaryUOM:Rate (e.g., Central Warehouse:CuFt:15.0000) Recurring Storage
BF OutboundSerialization

Maps to the 'Outbound Mobile Serialization' field—must use one of the following number values:

0: Do not use outbound serialization

1: Ignore quantity mismatches

2: Require quantities to match

Items > Tracking Options
BG Price Maps to the 'Sell Price' field Items > Description
BH Classification Maps to the 'Classification' field—must be a predefined value configured under Items > Manage Classifications Items > Description
BI CountryOfManufacture Maps to the 'Country of Origin' field—value must be a 2-character country code that follows the ISO 3166 international standard Items > Shipping Documentation
BJ HarmonizedCode Maps to the 'Harmonized Tariff Code' field Items > Shipping Documentation
BK InventoryCategory Maps to the 'Cycle Count Type' field—value must be A, B, C, D, E, F, or left blank to indicate 'Unclassified' Items > Inventory Options
BL StorageRates Maps to the grid values in the Storage/Handling Charges setup that define custom rates* Storage/Handling Charges
BM LocationZones Maps to the 'Packaging Unit Zones' field Items > Directed Putaway
BN MovableUnitLocationZones Maps to the 'Movable Unit Zones' field Items > Directed Putaway
BO OverAllocLocationZones Maps to the 'Overallocated Zones' field Items > Directed Putaway
BP PreferredLocationID Maps to the 'PreferredLocationId' field Items > Directed Putaway
BQ ForceIntoPreferredLocation Maps to the 'Use location even if full' field—value must be TRUE or FALSE Items > Directed Putaway
BR AllowMixedItemStorage Maps to the 'Store with other items' field—value must be TRUE or FALSE Items > Directed Putaway
BS AllowMixedLotStorage Maps to the 'Store multiple lots' field—value must be TRUE or FALSE Items > Directed Putaway
BT MixedExpirationDaysThreshold Maps to the 'Mixed Expiration Days Threshold' field Items > Directed Putaway
BU LabelingUnitUpc Maps to the 'Packaging UPC' field for the packaging UoM Units of Measure > Packaging Unit
BV MovableUnitUpc Not currently supported N/A
BW SecondaryUnitUpc Maps to the 'Secondary UPC' field for the secondary UoM Units of Measure > Inventory Units of Measure
BX StorageChargeMin Maps to the 'Min Charge' field if 206 or 207 is specified for column BD Recurring Storage
BY StorageChargeMinMonthsToSkip Maps to the 'Months to Skip' field if 206 or 207 is specified for column BD Recurring Storage
BZ AutoHoldExpirationDaysThreshold Maps to the 'Hold Threshold Days' field Items > Tracking Options

*For Column BL, please use the following format:
Warehouse Name:BillingUOM:#ofUnits:SplitPeriodFullRate:SplitPeriodHalfRate:FreeDays:
ReceivingHandlingRate:ShippingHandlingRate|RepeatSameFormatForAdditionalWarehouses
(e.g., Central Warehouse:CuFt:5:1:1:0:0:0|3PL Warehouse:Each:10:2:2:0:2:2)

2. After you make the necessary changes to your items, click File > Save a Copy (or Save as).

3. Enter a new name for the file and select a recognizable location on your device so you can easily recognize the updated version, select the format as Text (Tab delimited), then click Save.

Step 3: Import items

Now that you've made your changed and saved your file, it's time to import.

  1. Return to the Manage Items page in 3PL Warehouse Manager, then select Manage > Update Items.
  2. Click Select Import File (txt), then double-click the file on your device.

    The 'Download Current SKU List' button is an alternate way to export all items.

     
  3. All changes populate in the Expected Data Changes container. Verify that these are accurate, then click Confirm to update your items and receive a confirmation message.
group-edit batch-update

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