Skip to main content
In this video, I’m going to demonstrate how the Quick Edit features work in the KIBO Catalog. In this video, I’m going to demonstrate how the Quick Edit features work in the KIBO Catalog. In the left menu, on the “MAIN” tab, click “Catalog”, then click “Products”. In the left menu, on the “MAIN” tab, click “Catalog”, then click “Products”. This is the Products Menu. We did a complete overview of this menu in a separate video, which is linked here. This is the Products Menu. We did a complete overview of this menu in a separate video, which is linked here. “Quick Edits” allow you to make the same update to an attribute value or category assignment across multiple products at once, rather than making the update one at a time for each product or using the import/export tool to perform a bulk edit.The “Quick Edit” dropdown is located at the top right of the menu, next to the “Create New Product” button. Clicking it open displays 4 options: “Update Attributes”, “Update Product Types”, “Assign Categories”, and “Assign Catalogs”. We’ll walk through each one of these individually. Quick edits allow you to make the same update to an attribute value or category assignment across multiple products at once rather than making the update one at a time for each product or using the import export tool to perform a bulk edit. The quick edit dropdown is located at the top right of the menu, next to the create new product button. Clicking it open displays four. Options update, attributes, update product types, assign categories, and assign catalogs. We’ll walk through each one of these individually. First up, we’ll click on “Update Attributes”. This will allow us to select and update Attribute values for multiple products simultaneously. First up, we’ll click on “Update Attributes”. This will allow us to select and update Attribute values for multiple products simultaneously. This is the “Quick Edit” screen, and all “Quick Edit” screens are laid out similarly, with clearly defined steps where we’ll need to make selections, then move on to the next step. This is the “Quick Edit” screen, and all “Quick Edit” screens are laid out similarly, with clearly defined steps where we’ll need to make selections, then move on to the next step. First step for the “Update Attributes” Quick Edit is to select a Catalog - this can be a Parent or Child catalog. If we select a Child catalog, this will only filter the list of products available to that catalog for edit. The updates will still be performed at the Parent catalog level. First step for the update attributes, quick edit is to select a catalog. This can be a parent or child catalog. If we select a child catalog, this will only filter the list of products available to that catalog for edit. The updates will still be performed at the parent catalog level. For the next step, we need to “Choose a Product Type”. We can either filter for “All Product Types” in the catalog or filter for a “Specific Product Type”.If we select “All Product Types”, then only Properties and Attributes common across all Product Types will be available to update. This includes the usage types of Standard, Configurable, Bundles, Bundle Components, and Collections. For example, base properties like “Availability” belong to all product types.If we select the “Specific Product Type” option, then we need to select the product type we want to filter for from the dropdown. The properties available to update will include the base properties as well as properties that are specific to that product type. For example, a Bicycle product may have unique properties like “Speed” whereas a Jacket product may have properties like “Fabric.” For the next step, we need to “Choose a Product Type”. We can either filter for “All Product Types” in the catalog or filter for a “Specific Product Type”. If we select “All Product Types”, then only Properties and Attributes common across all Product Types will be available to update. This includes the usage types of Standard, Configurable, Bundles, Bundle Components, and Collections. For example, base properties like “Availability” belong to all product types. If we select the “Specific Product Type” option, then we need to select the product type we want to filter for from the dropdown. The properties available to update will include the base properties as well as properties that are specific to that product type. For example, a Bicycle product may have unique properties like “Speed” whereas a Jacket product may have properties like “Fabric.” For “Specific Product Type”, we can click the dropdown and scroll or type to search for the Product Type. In this example, we’ll select “New Product Type”. For “Specific Product Type”, we can click the dropdown and scroll or type to search for the Product Type. In this example, we’ll select “New Product Type”. Because we selected “New Product Type” in the previous step, the “Select Products to Update” step is populated with all of the Products created with that Product Type. We’ll click the checkboxes of the products we want to update. If there are multiple pages of products returned, we can perform a “Search” to locate particular products or expand the “Advanced Filter” menu on the search bar. Because we selected “New Product Type” in the previous step, the “Select Products to Update” step is populated with all of the Products created with that Product Type. We’ll click the checkboxes of the products we want to update. If there are multiple pages of products returned, we can perform a “Search” to locate particular products or expand the “Advanced Filter” menu on the search bar. After finding and selecting all of the products we want to update the Attributes for, we’ll scroll down and click the “Quick Edit” button. After finding and selecting all of the products we want to update the Attributes for, we’ll scroll down and click the “Quick Edit” button. After clicking “Quick Edit”, the button changes to “Edit Selection”. Clicking that allows us to update the selected products, if needed. “Clear Selection” will uncheck all products, and we’ll need to start over. This is the same across all “Quick Edit” menus that we’ll review.Once we’ve completed updating, we’ll need to click “Quick Edit” again to move to the next step. After clicking quick at it, the button changes to edit selection clicking that allows us to update the selected products. If needed, clear selection will uncheck all products and we’ll need to start over. This is the same across all quick, edit menus that will review. Once we’ve completed updating, we’ll need to click quick edit again to move to the next step. On the fourth and final step, we’ll need to identify the Attributes we want to update. First, we’ll select a “Segment”, which in this example will be “Properties”. On the fourth and final step, we’ll need to identify the Attributes we want to update. First, we’ll select a “Segment”, which in this example will be “Properties”. Next, we’ll select the specific “Attribute” we want to update from the “Properties” segment we just identified. To do that, in the “Attribute” section, we can scroll or type to search, and then click on the attribute. Next, we’ll select the specific “Attribute” we want to update from the “Properties” segment we just identified. To do that, in the “Attribute” section, we can scroll or type to search, and then click on the attribute. In this example, we’ll use the Attribute “Best Use”. In this example, we’ll use the Attribute “Best Use”. Then we’ll select the value we want to update the attribute with on the selected products.If an attribute has multiple values, such as a list of possible colors or sizes, we can replace all of the existing values already configured for the selected products with new values. We can only update one attribute at a time, but if the attribute accepts multiple values then we can input that list of values.In this example, we’ll select the value of “Casual” for the “Best Use” Attribute on these products. Then we’ll select the value we want to update the attribute with on the selected products. If an attribute has multiple values, such as a list of possible colors or sizes, we can replace all of the existing values already configured for the selected products with new values. We can only update one attribute at a time, but if the attribute accepts multiple values then we can input that list of values. In this example, we’ll select the value of “Casual” for the “Best Use” Attribute on these products. For “Optional” fields, we can click “Clear” to set the value as blank for the selected products. However, we cannot clear the value of any “Required” fields. If the Attribute is a Boolean field, we can select either “Yes” or “No”. For “Optional” fields, we can click “Clear” to set the value as blank for the selected products. However, we cannot clear the value of any “Required” fields. If the Attribute is a Boolean field, we can select either “Yes” or “No”. When all steps have been configured, click the “Save” button on the top right. When all steps have been configured, click the “Save” button on the top right. Clicking “Save” will bring up a “Confirm Quick Edit” modal where we can either “Confirm” the Attribute edit, or “Cancel” and return to the Quick Edit screen. In this example, we’ll click “Confirm”. Clicking “Save” will bring up a “Confirm Quick Edit” modal where we can either “Confirm” the Attribute edit, or “Cancel” and return to the Quick Edit screen. In this example, we’ll click “Confirm”. After clicking “Confirm”, we are presented with a progress bar as well as a log of all updated products. Any products that experienced an individual error during the update will be shown with a tooltip explaining the failure. After clicking “Confirm”, we are presented with a progress bar as well as a log of all updated products. Any products that experienced an individual error during the update will be shown with a tooltip explaining the failure. If we navigate to one of the updated products, such as the “New Product - Standard” displayed here, we can see the value of “Casual” for the “Best Use” Attribute. If we navigate to one of the updated products, such as the “New Product - Standard” displayed here, we can see the value of “Casual” for the “Best Use” Attribute. Back on the “Products” menu, in the “Quick Edit” dropdown, we’ll click on “Update Product Types” and walk through that configuration next. “Update Product Types” allows us to change the “Product Type” on one or multiple products.For example, we could have multiple “headphone” products that were created with the generic “Electronics” Product Type. We’ve recently created a much more specific “Headphones” Product Type with tailored attributes, and this Quick Edit will allow us to update all of the products to the new Product Type at the same time. Back on the “Products” menu, in the “Quick Edit” dropdown, we’ll click on “Update Product Types” and walk through that configuration next. “Update Product Types” allows us to change the “Product Type” on one or multiple products. For example, we could have multiple “headphone” products that were created with the generic “Electronics” Product Type. We’ve recently created a much more specific “Headphones” Product Type with tailored attributes, and this Quick Edit will allow us to update all of the products to the new Product Type at the same time. Again, all “Quick Edit” screens are laid out similarly, with clearly defined steps where we’ll need to make selections. Just like “Update Attributes”, the first step for “Update Product Types” is to select a Catalog - this time it needs to be a Parent Catalog. For this example, we’ll select the “Mystic Parent Catalog”. Again, all quick edit, screens are laid out similarly, with clearly defined steps where we’ll need to make selections. Just like update, attributes. The first step for update product types is to select a catalog, this time. It needs to be a parent catalog for this example. We’ll select the Mystic parent catalog. Next, we need to select the “Original Product Type” for the products we need to update. We can click the dropdown and scroll or type to search for the Product Type. In this example, we’ll select “New Product Type”. Next, we need to select the “Original Product Type” for the products we need to update. We can click the dropdown and scroll or type to search for the Product Type. In this example, we’ll select “New Product Type”. Because we selected “New Product Type” in the previous step, the “Select Products to Update” step is populated with all of the Products created with that Product Type. We’ll click the checkboxes of the products we want to update. If there are multiple pages of products returned, we can perform a “Search” to locate particular products or expand the “Advanced Filter” menu on the search bar. Because we select a new product type in the previous step, the select products to update step is populated with all of the products created, with that product type, we’ll click the checkboxes of the products we want to update. If there are multiple pages of products returned, we can perform a search to locate particular products or expand the advanced filter menu on the search bar. After finding and selecting all of the products we want to update the Product Types for, we’ll scroll down and click the “Quick Edit” button. After finding and selecting all the products we want to update the product types for. We’ll scroll down and click the quick edit button. On the fourth and final step, we’ll need to select the Product Type that we want to change the selected products to. We can click the dropdown to scroll or type to search. Once we’ve located it, we’ll click to add it. On the fourth and final step, we’ll need to select the Product Type that we want to change the selected products to. We can click the dropdown to scroll or type to search. Once we’ve located it, we’ll click to add it. For this example, we’ll select the “Add On Packages” product type. For this example, we’ll select the “Add On Packages” product type. When all steps have been configured, click the “Save” button on the top right. When all steps have been configured, click the “Save” button on the top right. Clicking “Save” will bring up a “Product Type Change” confirmation modal window that will allow us to preview the changes and check for any conflicts before confirming the update. We must select the products that we want to move forward with based on this conflict status. If all products are errored, then we will not be able to move forward with any updates and must instead “Cancel” the edit. Any products without a conflict will be selectable by clicking the checkbox next to the product. Any products with “Minor” conflicts will be marked with the “Check Warnings” Status, but still be selectable if we want to move forward with updating them. Any products with “Serious” conflicts will be displayed as an “Error” and we will be unable to select them. If we still want to update these products, then we need to resolve the conflict as indicated in the “Comment”. When we’re ready to move forward with the “Product Type Change” edit, we’ll click the “Save selected updates” button. Clicking save will bring up a product type change confirmation, modal window that will allow us to preview the changes and check for any conflicts. Before confirming the update. We must select the products that we want to move forward with based on this conflict status. If all products are aired, then we will not be able to move forward with any updates and must instead cancel the edit. Any products without a conflict will be selectable by clicking the check box next to the product. Any products with minor conflicts will be marked with the check warning status, but still be selectable if we want to move forward with updating them. Any products with serious conflicts will be displayed as an error, and we will be unable to select them if we still want to update these products, then we need to resolve the conflict as indicated in the comet, when we’re ready to move forward with the product type change edit. We’ll click the save selected updates button. After clicking “Save selected updates”, we are presented with a progress bar as well as a log of all updated products. Any products that experienced an individual error during the update will be shown with a tooltip explaining the failure. After clicking “Save selected updates”, we are presented with a progress bar as well as a log of all updated products. Any products that experienced an individual error during the update will be shown with a tooltip explaining the failure. If we navigate to the updated product, we can see the Product Type has been changed from “New Product Type” to “Add On Packages”. If we navigate to the updated product, we can see the product type has been changed from new product, type to add-on packages. Back on the “Products” menu, in the “Quick Edit” dropdown, we’ll click on “Assign Categories” and walk through that configuration next. “Assign Categories” allows us to assign a “Static Category” on one or multiple products simultaneously. It also allows us to remove static categories in bulk as well.For example, we could have multiple products that are “On Sale” and have set up a “Static Category” for those items to display on the storefront. “Assign Categories” allows us to assign multiple items to that category at the same time.Note - this process is only for assigning products to “Static Categories”. “Dynamic Categories” do not apply here, as they rely on “Condition” rules to populate themselves with products. We’ll discuss Categories in separate videos. back on the products menu in the quick edit drop-down, we’ll click on assign categories and walk through that configuration next Assign categories, allows us to assign a static category on one or multiple products simultaneously. It also allows us to remove static categories in bulk as well. For example, we could have multiple products that are on sale and have set up a static category for those items to display on the storefront. Assign categories, allows us to assign multiple items to that category at the same time. Note, this process is only for assigning products to static categories. Dynamic categories do not apply here as they rely on condition rules to populate themselves with products. We’ll discuss categories in separate videos. Similar to the previous “Quick Edits”, the first step for “Select Child Catalog” is to select a Catalog - this time it needs to be a Child Catalog, as all “Categories” live at the Child Catalog level. For this example, we’ll select “Mystic Sports”. Similar to the previous quick edits. The first step for select, child catalog is to select a catalog. This time, it needs to be a child catalog as all categories live at the child catalog level. For this example, we’ll select Mystic Sports. Based on the Child Category selection, this will pull in all products available to that Catalog. Just like previous “Quick Edits”, we can scroll or type to search, and select products that we want to assign to static categories by clicking the checkbox next to them. Based on the Child Category selection, this will pull in all products available to that Catalog. Just like previous “Quick Edits”, we can scroll or type to search, and select products that we want to assign to static categories by clicking the checkbox next to them. After finding and selecting all of the products we want to Assign to Categories, we’ll scroll down and click the “Quick Edit” button. After finding and selecting all of the products we want to Assign to Categories, we’ll scroll down and click the “Quick Edit” button. The third and final step will have us select between “Replacing”, “Adding”, or “Removing” Static Categories from the selected products above. “Replace” will replace the current category assignments on the selected products. “Add” will add a new category assignment to the selected products. “Remove” will remove a category assignment from the selected products. For this example, we’ll “Add” some products to categories. Once we’ve made that selection, we’ll click the “Select” button in the “Categories” section to the right. The third and final step will have us select between “Replacing”, “Adding”, or “Removing” Static Categories from the selected products above. “Replace” will replace the current category assignments on the selected products. “Add” will add a new category assignment to the selected products. “Remove” will remove a category assignment from the selected products. For this example, we’ll “Add” some products to categories. Once we’ve made that selection, we’ll click the “Select” button in the “Categories” section to the right. After clicking “Select”, a modal window will open up with all available “Static Categories”. These categories will be listed in a “Tree View”, meaning we’ll need to click on the “arrows” to access subcategories. Here, we can click any and all categories that we want to “Add”, “Replace”, or “Remove”, and then click “Apply”. After clicking “Select”, a modal window will open up with all available “Static Categories”. These categories will be listed in a “Tree View”, meaning we’ll need to click on the “arrows” to access subcategories. Here, we can click any and all categories that we want to “Add”, “Replace”, or “Remove”, and then click “Apply”. For “Add” and “Replace”, we then have the option of setting one of the selected categories as the products “New Primary Category”. Use the dropdown menu in the right column to pick the Primary Category based on the Categories we’ve selected, or we can leave it blank if we don’t want to assign a Primary Category to these products. For “Add” and “Replace”, we then have the option of setting one of the selected categories as the products “New Primary Category”. Use the dropdown menu in the right column to pick the Primary Category based on the Categories we’ve selected, or we can leave it blank if we don’t want to assign a Primary Category to these products. In addition to setting a new Primary Category, we can also choose to “Retain” or “Clear” any existing Primary Categories on the selected products. In this example, we’ll select “Retain Existing Primary Category”. These selections are optional for “Replace”, but are mandatory for “Add”. In addition to setting a new Primary Category, we can also choose to “Retain” or “Clear” any existing Primary Categories on the selected products. In this example, we’ll select “Retain Existing Primary Category”. These selections are optional for “Replace”, but are mandatory for “Add”. For reference, selecting “Remove” changes the “Categories” selections, allowing for removing of selected existing categories, or removing all existing categories. For reference, selecting “Remove” changes the “Categories” selections, allowing for removing of selected existing categories, or removing all existing categories. When all steps have been configured, click the “Save” button on the top right. When all steps have been configured, click the “Save” button on the top right. Clicking “Save” will bring up a “Confirm Quick Edit” modal where we can either “Confirm” the Attribute edit, or “Cancel” and return to the Quick Edit screen. In this example, we’ll click “Confirm”. Clicking save will bring up a confirmed quick edit modal where we can either confirm the attribute at it or cancel and return to the quick edit screen. In this example, we’ll click confirm. After clicking “Confirm”, we are presented with a progress bar as well as a log of all updated products. Any products that experienced an individual error during the update will be shown with a tooltip explaining the failure. After clicking “Confirm”, we are presented with a progress bar as well as a log of all updated products. Any products that experienced an individual error during the update will be shown with a tooltip explaining the failure. If we navigate to one of the updated products, like the “New Product - Standard”, we can see the “Assigned Categories” now contains the categories we just added. The Primary Category remains unchanged. If we navigate to one of the updated products like the new product standard, we can see the assigned categories. Now contains the categories, we just added the primary category remains unchanged. Finally, back on the “Products” menu, in the “Quick Edit” dropdown, we’ll click on “Assign Catalogs” and walk through that configuration next. “Assign Catalogs” is just like it sounds - it allows us to assign or remove one or multiple products on Child Catalogs simultaneously. Finally back on the products menu in the quick edit dropdown will click on assign catalogs and walk through that configuration. Next assign catalogs is just like it sounds, it allows us to assign or remove one, or multiple products on child catalogs simultaneously. Similar to the previous “Quick Edits”, the first step for “Assign Catalog” is to select a Catalog - this time it needs to be a Parent Catalog. For this example, we’ll select the “Mystic Parent Catalog”. Similar to the previous quick edits. The first step for assigned catalog is to select a catalog, this time, it needs to be a parent catalog for this example. We’ll select the Mystic parent catalog. This will pull in all products created on the “Mystic Parent Catalog”. Just like previous “Quick Edits”, we can scroll or type to search, and select products that we want to assign to Child Catalogs by clicking the checkbox next to them. This will pull in all products created on the “Mystic Parent Catalog”. Just like previous “Quick Edits”, we can scroll or type to search, and select products that we want to assign to Child Catalogs by clicking the checkbox next to them. After finding and selecting all of the products we want to Assign to Catalogs, we’ll scroll down and click the “Quick Edit” button. After finding and selecting all of the products we want to Assign to Catalogs, we’ll scroll down and click the “Quick Edit” button. In “Assign Catalogs”, we’ll use the checkboxes in the left-hand column to indicate whether we want to “Add” or “Remove” the selected products from Child Catalogs. “Add” will add one or more catalog assignments to the selected products. “Remove” will remove one or more catalog assignments from the selected products. In this example, we’ll “Remove” the selected products from Child Catalogs. In a signed catalogs, we’ll use the checkboxes in the left-hand column to indicate whether we want to add or remove the selected products from Child catalogs. Add will add one or more catalog assignments to the selected products. Remove will remove one or more catalog assignments from the selected products. In this example, we’ll remove the selected products from Child catalogs. In the “Catalogs” section, we’ll click the dropdown and choose the Child Catalogs that we want to “Add” or “Remove” the selected products by clicking the checkbox next to them. In the “Catalogs” section, we’ll click the dropdown and choose the Child Catalogs that we want to “Add” or “Remove” the selected products by clicking the checkbox next to them. When all steps have been configured, click the “Save” button on the top right. When all steps have been configured, click the “Save” button on the top right. Clicking “Save” will bring up a “Confirm Quick Edit” modal where we can either “Confirm” the Attribute edit, or “Cancel” and return to the Quick Edit screen. In this example, we’ll click “Confirm”. Clicking save will bring up a confirmed quick edit modal where we can either confirm the attribute at it or cancel and return to the quick edit screen. In this example, we’ll click confirm. After clicking “Confirm”, we are presented with a progress bar as well as a log of all updated products. Any products that experienced an individual error during the update will be shown with a tooltip explaining the failure. After clicking “Confirm”, we are presented with a progress bar as well as a log of all updated products. Any products that experienced an individual error during the update will be shown with a tooltip explaining the failure. If we navigate to one of the updated products, like the “New Product - Standard”, we can see Child Catalogs have been updated. If we navigate to one of the updated products like the new product standard, we can see child catalogs have been updated.

Want to learn more?

Quick Edits

Learn more about this topic

Live Editing Products

Learn more about this topic