This guide walks you through the process of bulk updating “unmanaged” material items to “managed”, helping you maintain a consistent audit trail and ensure all stock movements and unit costs are accurately tracked, both within TidyStock and in your Xero accounting system. Managed items are best for businesses that need full traceability and integration with financial reporting, while unmanaged items allow for more manual flexibility.
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Download PDFStep 1.
Go to Global Settings, click Import/Export.
On the Import/Export page, select the Materials tab.
Step 2.
Click Export All Material Records to download a .csv file containing your full list of material items.
Open the downloaded AllMaterialItems.csv file.
Step 3.
Locate the "Managed" column and enter "Y" for each item you want to set as managed.
In the "Stock Level" column, enter the current quantity for each of those items.
Note: A stock level is required for the managed status to be applied successfully.
Step 4.
Save the updated .csv file.
Return to TidyStock, click Choose File, and upload your updated .csv.
Click Import Materials to apply your changes.
Tips for a smoother process:
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