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 to vendor — send the items back to the vendor they came from
- Scrap — take the items out of stock as scrap metal
- 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. The chosen transaction opens with the items already added.
- New: choose the customer first. The invoice or memo is created for that customer, and the items start at the customer’s price level (Price 1, Retail, and so on).
- Existing: pick an open invoice or recent memo, and the items are added at that document’s customer’s price level.
When an action is greyed out
The menu checks the items you’ve selected before you pick an action:
- None of them can take it: the action is greyed out, and the reason is written under it. For example: “Sold — nothing left to scrap”, “On memo to a customer — recall the memo first”, or “Made for a customer on work order #000026 — bill it through the work order”. With several items selected, it names the first one and says how many more.
- Some can: the action shows how many, such as Invoice (2 of 3). The ones that can’t are left off, and you’re told which and why.
The menu and the action use the same rules, so anything the menu offers will go through. A sold piece can’t be invoiced, put on memo, returned to the vendor, or scrapped. A piece made on a customer’s custom job is billed through its work order, so none of the four apply to it while the job is open.
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.
- Your selection is kept as you page, filter, and sort, so you can tick items across several pages. Show selected only lists just the ones you’ve ticked.
Returns are one receipt per vendor
Each vendor gets its own return receipt. If your selection spans several vendors, you’re shown the breakdown before anything happens:
“Your selection includes items from 3 vendors. We’ll create 3 separate return receipts.”
You confirm before the receipts are created. An item with no vendor on file can’t be returned. It’s left off with the reason “No vendor on file”; set its vendor on the item and return it then.
Return and Scrap take effect right away
There’s no pending step. When you confirm:
- Return to vendor marks the items returned and takes them out of stock immediately. Printing the return receipt is optional; you’re offered it at the end, and you can print it later from the receipt.
- Scrap marks jewelry and watches scrapped and moves each one’s metal into Metals as its own lot, ready to sell or refine. Stones are taken out of stock. Scrap doesn’t need a vendor.
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.