Product Impact Calculator: Bulk Delete

Table of Contents

• Preparing to Bulk Delete
• How to Bulk Delete
• What can I bulk delete?

Use the following directions to bulk delete columns from the Product Impact Calculator. 

Bulk deleting information from any column means 100% erasing all values. 

For example, if you have a string of tags, bulk deleting will remove all tags saved in the row. If you wish to delete just one tag, you must use the Product Impact Calculator: Bulk Upload - Overwrite Products Workbook to do so.

Preparing to Bulk Delete

Bulk deleting information in PIC requires bulk uploading a file with the columns you wish to delete. 

It is highly recommended to download the Purchase Order Impacts CSV file in order to quickly scan all of your data and determine what needs to be deleted. 

1. Begin by navigating to Products, followed by Purchases.
   

2. On the Purchases tab, select Download All and then Purchase Order Impacts CSV.
   
   OPTIONAL: You can also use the check boxes to select a smaller group of records to bulk delete.

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   Select Download from the black navigation bar, followed by Purchase Order Impacts CSV.

   This downloads a csv file of your purchases. You will use this to bulk delete any columns from your table.

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3. Before continuing, it is important to understand the difference between the two fields below when preparing your excel file. You cannot use both the Worldly Product ID and the Worldly PO ID when bulk deleting. Decide which of the two fields to keep in your sheet for uploading.
   • Worldly Product ID - A unique identifier assigned to a specific product or item. It distinguishes one product from another and is used to track product details such as name, type, and specifications.
   • Worldly PO ID - A unique identifier assigned to a purchase order — the document issued by a buyer to a supplier to request products or services. It’s used to track and manage orders and multiple POs can be applied to the same Product ID.

4. Next, determine which columns you wish to delete. In this example, a facility is redoing how they've applied tags to their products. In order to delete (2) tags that correspond with (1) specific products, their excel sheet will look like this:

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   1. This facility has multiple PO IDs applied to each Product ID, so they keep the Worldly Product ID column and delete the Worldly PO ID column.
   2. Additionally, all other columns except the Tags column are deleted. The facility bulk deletes the tags from the associated products by uploading an excel sheet with these two columns.

5. Your file is now ready to upload.

    

How to Bulk Delete

1. Navigate to Products, followed by the Products tab to upload your prepared file.

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2. Select Import. 

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3. Make sure to select the Bulk Upload - Delete Products workbook.

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4. Drag and drop your file onto the screen. You can upload the following file formats: CSV, Excel, or JSON. We recommend CSV as a best practice.

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5. Review the field mapping on the next two windows before clicking Continue.
   • If a field is missing or incorrect, select the dropdown arrow to select the desired field.
   • Preview the data for the category on the right side of the window. Hovering over different rows updates the preview window.

   • Select Continue.

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6. On the next page, toggle the switch in each cell that you wish to delete the tags from.

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   Bulk Transformations

   Use the transform functionality to toggle the switches in mass.

   1. Select Transform.
      
   2. Enter "change @tags to TRUE" in the text field and select the arrow key to apply the transformation.
      
   3. Lastly, select Transform Data to apply changes.

7. After the table has been reviewed and all errors have been resolved, click Submit Data.

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8. You’ll know if you were successful when you see the Success pop up.

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What can I bulk delete?

Select True for each data type you want to delete. You must provide either Worldly Product ID or Purchase Order ID to identify the product. NOTE: Use caution as anything deleted is permanent