---
title: "Bulk Edit Items on Purchase Order Templates"
slug: "bulk-edit-items-on-purchase-order-templates"
updated: 2026-07-16T17:42:15Z
published: 2026-07-23T07:30:10Z
canonical: "docs.restaurant365.com/bulk-edit-items-on-purchase-order-templates"
stale: true
---

> ## Documentation Index
> Fetch the complete documentation index at: https://docs.restaurant365.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Bulk Edit Items on Purchase Order Templates

Using the **Bulk edit items** wizard adds or removes vendor items across **multiple** purchase order templates in a single operation. The wizard is scoped to one vendor at a time — only templates and vendor items associated with the selected vendor are shown. The operation is all-or-nothing: changes apply to all selected templates at once after review, or not at all.

---

## Security

Users must have the following permission to bulk update purchase order templates.

- Food → Purchasing → Purchase Order Templates →
  - View Purchase Order Templates
  - Bulk Edit Purchase Order Templates

These permissions can be added to [custom user roles](https://restaurant365.us.document360.io/doc/docs/custom-user-roles) or [individual users](https://restaurant365.us.document360.io/doc/docs/users-overview-and-security). The [Permission Access report](https://restaurant365.us.document360.io/doc/docs/generating-a-permissions-access-report) can be used to determine which user roles or users already have these permissions assigned. For more information, see [User Setup and Security](/doc/docs/user-setup-security-and-location-access).

---

## Use the Bulk Edit Wizard

Follow these steps to mass update purchase order templates:

*Click steps to expand for additional information and images.*

****1)** Navigate to the [**Purchase Order Templates**](/doc/docs/purchase-orders-create-and-edit-a-purchase-order-template) tab.**

1. Open the **Inventory** app.
2. Select **Orders**.
3. Navigate to the **Templates** tab.

![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-V1C0365H.png)

****2)** Click **Bulk edit items**.**

![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-EG1V3N7T.png)

The Bulk edit wizard opens to Step 1: Vendor Items.

****3)** In Step 1: Vendor Items, **select a vendor** from the **Vendor** dropdown.**

Vendor items and templates shown throughout the wizard are filtered to the selected vendor. Changing the vendor at any point clears all selections.

![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-RL4GTN2Y.png)

****4)** Select the vendor items to add or remove, then click **Next**.**

Use the search field to filter the item list by name. The vendor items available are determined by the vendor selected.

> [!NOTE]
> **Notes About Vendor Items**
> 
> - Items already in the **Add** section appear greyed out in the remove list. Items already in the **Remove** section appear greyed out in the add list.
> - If a vendor item already exists on or does not exist on a template, but it is selected for add or remove, respectively, the action will be skipped. No duplicate items will be added to PO templates.

![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-2U8W6BH5.png)

****5)** In Step 2: Templates, select **the purchase order templates to update**, then click **Next**.**

Only templates associated with the vendor and location(s) selected in Step 1 are shown. To filter templates by location, toggle **off** **All Locations** and select one or more locations from the **Filter by location** dropdown. To show all templates for the vendor regardless of location, toggle **All locations** on.

The **Locations affected** section updates as templates are selected and reflects all locations that will be affected by the operation.

The vendor items selected in the Vendor Items section will be added/removed from the templates selected in this step.

![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-GMRPD6D1.png)

> [!NOTE]
> If the selected vendor has no purchase order templates, an empty state appears. Create a purchase order template for the vendor before using the wizard.

****6)** In Step 3: Review & Confirm, **review all pending changes**.**

No changes are applied until **Apply Changes** is clicked. The review screen shows:

![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-INCPO9J6.png)

| Section | Description |
| --- | --- |
| Items to add | Vendor items that will be added to the selected templates. Items already on a template are skipped automatically. |
| Items to remove | Vendor items that will be removed from the selected templates. Items not found on a template are skipped automatically. |
| Templates to update | The purchase order templates that will be affected by this operation. |
| Locations affected | The locations associated with the selected templates. Location order schedules and location-specific items are not affected. |

> [!NOTE]
> Note About Conflicts
> 
> If conflicts are detected, a resolution must be selected for each affected item:
> 
> - **Skip** — excludes the affected item from this update, leaving the existing assignment unchanged.

****7)** Click **Apply Changes**.**

The update applies to all selected templates at once. A confirmation notification appears when the update is complete.

![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-ZF0SKSR1.png)