Every inventory list (Jewelry, Watches, Diamonds, Colored Stones, Pearls) supports bulk selection: tick the checkbox in any row’s leftmost column, then use the Action menu that appears in the toolbar to do something with the selected items.
Available actions
The action menu shows up to five options (gated by your permissions and channel access):
- Invoice — add the selected items as line items on a customer invoice
- Memo — issue the items on memo to a customer (or vendor return memo)
- Return — flag for return to the vendor they came from
- Scrap — flag for scrap / refinery
- Publish to Shopify — push the selection to your connected Shopify store as products (jewelry list only; appears when your organization has Shopify enabled). See Shopify Integration.
For Invoice and Memo, you’ll choose between a new transaction and an existing open one (matching customer + open status). The chosen transaction opens with the items already added.
Selecting items
- Click the checkbox in any row to select that one item.
- Click the header checkbox to select all items currently visible on the page (filters and search apply — only filtered rows are selected).
- The toolbar shows a count: “3 selected” with a Clear button to reset.
- Selection persists while you scroll but resets when you change pages, filters, or sort.
Multi-vendor preflight (Return / Scrap)
Returns and scrap batches are per-vendor — each vendor needs its own receipt or batch. If your selection spans multiple vendors (or includes items with no vendor), the action runs a preflight check and shows you the breakdown:
“Your selection includes items from 3 vendors. We’ll create 3 separate return receipts.”
You confirm before the receipts are created. Items with no vendor go into an “Unknown vendor” receipt for you to assign later.
Pending vs shipped badges
Once items are flagged for return or scrap, they show a small Pending badge in the inventory list until the receipt or batch is shipped/finalized. After shipping, the badge becomes Shipped and the item is no longer in your active inventory counts.
You can clear a Pending flag from the receipt/batch detail page — the item returns to normal inventory status.
Tips
- Bulk Invoice + new is the fastest way to create a multi-line invoice from inventory you’ve just received or staged.
- For a single item, the bulk pattern works too — select one row, Action → Invoice — it’s just slower than opening the invoice and adding the line directly.
- The same pattern is used in the Returns and Scraps flow end-to-end.
- Stones use carat-aware bulk return for parcel splits; see the stones flow inside the receipt detail page.