How to Bulk Edit Cost Catalog Items in Buildern

How to Bulk Edit Cost Catalog Items in Buildern

Managing your Cost Catalog efficiently is essential when working with a large number of items. In this article, you will learn how to bulk edit cost catalog items, as well as how to copy, add them to estimates, and delete them.

Select Items for Bulk Actions

To apply bulk actions, you first need to select one or more items.

1. Navigate to Cost Catalog

2. Open the category containing your items

3. Use the checkboxes on the left to select items

Once selected, a bottom action bar will appear with available options.

Bulk Edit Cost Catalog Items

Buildern allows you to update multiple fields across selected items at once.

To bulk edit items:

1. Click the Edit (pencil icon) in the bottom action bar

2. Choose the field you want to update

Available Bulk Edit Fields

• Category – Moves items to a different category

• Cost Type – Defines the type of cost (material, labor, etc.)

• Cost Code – Assigns items to a cost code for tracking

• Sub/Vendor – Sets the vendor or subcontractor

• Brand – Specifies the product brand

• Markup – Applies a markup percentage to the cost

• Unit Type – Defines the measurement unit

• Unit Cost (ex. tax) – Sets the base cost

• Unit Cost (inc. tax) – Sets the cost including tax

• Tax – Applies a tax rate

• Visibility – Controls whether items are visible or hidden in documents and proposals

ℹ️ Note - The selected field will be updated across all selected items.

Duplicate

You can duplicate selected items to reuse them within your catalog.

To copy items:

1. Select one or more items

2. Click the Duplicate icon in the bottom action bar

Add Items to an Estimate

You can quickly send catalog items directly to an estimate.

To add items to an estimate:

1. Select one or more items

2. Click the Copy to icon

3. Choose Estimate

The selected items will be added to your estimate.

Delete Items

If certain items are no longer needed, you can remove them from the catalog.

To delete items:

1. Select one or more items

2. Click the Delete (trash icon) in the bottom action bar

3. Confirm the action

ℹ️ Note – The Buildern Catalog is a system-provided catalog that is locked by default. While you can use its items when creating estimates, you cannot edit, delete, or restructure this catalog. To customize items, create your own catalog or copy items into a new one.

In the next article, we’ll explore additional features and workflows to help you get even more out of Buildern.
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Happy building!