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Global Editor

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The Global Editor screen is used to make the same change to a large group of products at the same time. It is accessed via the Inventory & Suppliers tab of the Maintenance Menu, or by the Global Editor button on the Multi-Record Editor or Inventory screens.

Some examples of the ways in which the Global Editor can be used are to:

It is critical that the data file is backed up prior to performing this function as any actions taken here cannot be reversed by the program.

Description of the Global Editor Screen

Figure 1: Global Editor screen

Fields and Controls on the Global Editor Screen

Change this field Drop-down List

To: Section

In all records Check Box

In all records where: Drop-down Lists

Selected Items (Data Sheet section of the Screen)

Multi-Record & Price Editor Button

Perform Edit Button

Close Button

Using the Global Editor

  1. Open the Global Editor screen by going to the Inventory & Suppliers tab of the Maintenance Menu or by using the Global Editor buttons on the Multi-Record & Price Editor screen or the Inventory screens.   

  2. Choose the field whose contents are to be changed from the Change this field: drop-down list.

  3. The To: field will become visible. Make the appropriate selection for the change type.

  4. To update all inventory records with this change, make sure the In all records check box is checked. Skip to step 7.

  5. If only a limited number of records are to be updated, un-check the box and continue on to the next step.

  6. Choose additional filtering criteria in the In records where: section of the screen to limit the records that will be affected by the change.

  1. The first column of drop-down lists contain all of the available choices of Order Manager fields to use as selection criteria.

  1. The second column contains drop-down lists of "operators" that will be applied when filtering the record set based on the criteria that was entered in the drop-down list in the first column. Some of the operators are: equals, does not equal, includes, does not include, is empty, greater than, less than, or begins with, etc. The operators that are available will change depending on the type of field that is selected in the first column drop-down list.

  2. In some cases, additional selection fields may appear in a third column, depending on the Order Manager field and conditional operator that is chosen in the first and second columns.

  1. When the target group of records has been properly established, click the [Perform Edit] button to make the changes in each of the records in the target group.

  2. The program will prompt for verification prior to making the change.

Figure 2: Prompt for confirmation before making changes

  1. Click [OK] to execute the change.

  2. The program will indicate the success or failure of the process. Click [OK] to conclude the process.

Figure 3: Results dialog

Example 1: Making Changes with Simple Filtering (single criterion)


Figure 4: Global Editor screen - showing a target group of inventory records before the change is made

Figure 5: Global Editor screen - scrolled to the right to see the Discontinued field before the change is made

Figure 6: Global Editor screen - after the changes were executed

Example 2: Making Changes with Complex Filtering (more than one selection criteria)

Figure 7: Global Editor screen - multiple selection criteria specified

Example 3: Making Changes with No Record Filtering

Figure 8: Global Editor screen - change the value of a selected field to the same value in all inventory records

Created: 4/11/11

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