# Mass Edit Beds with Excel

{% hint style="success" %}
**Route**: Site Manager/ Location Management/ **Manage Locations**
{% endhint %}

<figure><img src="https://4099088335-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FBi3aNCeQ0YEBUj1LmkHR%2Fuploads%2FQaQsRJAV5MbWjT6ZA9Pu%2Fimage.png?alt=media&#x26;token=f2930f1a-a804-4ad1-a623-f7e2a4609536" alt=""><figcaption></figcaption></figure>

Mass modifications of beds can also be done through an excel file. Please, follow the next steps described below.

Select the **Mass Edit Beds(.xlsx)** option from the drop-down menu.&#x20;

{% hint style="warning" %}
Note that you must use at least the filter **Locations** to enable the functionality of the page.
{% endhint %}

<figure><img src="https://4099088335-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FBi3aNCeQ0YEBUj1LmkHR%2Fuploads%2F3H4nyQta3TKuXreZwoij%2Fimage.png?alt=media&#x26;token=361a2e54-3bea-4c79-8c73-6dd7d425dc96" alt=""><figcaption></figcaption></figure>

### 1. Download the Excel File

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Next, click on the option **XLSX Manage** located in the upper right-hand of the page. Then, choose the option **Download Filtered**.&#x20;

<figure><img src="https://4099088335-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FBi3aNCeQ0YEBUj1LmkHR%2Fuploads%2Fx82hAgGhfCUj3ATdkVOx%2Fimage.png?alt=media&#x26;token=1ca11149-257f-44ca-af8c-9bda3425ee01" alt=""><figcaption></figcaption></figure>

It will download an excel file based on the filters used.

<figure><img src="https://4099088335-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FBi3aNCeQ0YEBUj1LmkHR%2Fuploads%2FAiC62hqaBb6B33lqZx7H%2FScreenshot%202023-01-31%20at%2014.40.01.png?alt=media&#x26;token=b40c906c-3697-469d-9642-1ac0d2656e09" alt=""><figcaption></figcaption></figure>

### 2. Edit the Excel file

Please, open the file. The editable variables are marked in the red square, i.e. the yellow section.

{% hint style="danger" %}
**Do not delete** any column or row, this file's purpose is to mass-edit the existing data only.
{% endhint %}

<figure><img src="https://4099088335-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FBi3aNCeQ0YEBUj1LmkHR%2Fuploads%2Fk9XTsyURXsgJKxK9WQuM%2Fimage.png?alt=media&#x26;token=cd0f9fbe-510d-489d-a467-8ab02a48987a" alt=""><figcaption></figcaption></figure>

#### Changes on Dates

If changes in dates on the columns **Construction**, **Planted**, and **Production**, are needed, please, change the format to TEXT of those columns, first.

The format for the dates is MM/DD/YYYY.

<figure><img src="https://4099088335-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FBi3aNCeQ0YEBUj1LmkHR%2Fuploads%2FKPoOOp3o4y4oPgyyejBZ%2Fimage.png?alt=media&#x26;token=c708457d-aa1b-44b7-8e9a-4717757dab68" alt=""><figcaption><p>Format to TEXT the columns with Dates</p></figcaption></figure>

Make the changes you need and save it.&#x20;

<figure><img src="https://4099088335-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FBi3aNCeQ0YEBUj1LmkHR%2Fuploads%2F1t27Mvol5qWc9H5OyS71%2Fimage.png?alt=media&#x26;token=6186db6c-4c1c-4641-b9b4-d0b3a32a2b00" alt=""><figcaption></figcaption></figure>

### 3. Upload the Excel File

Go back to **Mass Edit Beds(.xlsx)** in Manage Locations. Please, locate the **XLSX Manage** button and click on **Upload Filtered**, this time.

<figure><img src="https://4099088335-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FBi3aNCeQ0YEBUj1LmkHR%2Fuploads%2Ficbbm5I8daxPG22HntVS%2Fimage.png?alt=media&#x26;token=12cd5691-80ce-4746-b4d7-5b44d27b78ca" alt=""><figcaption><p>Upload Filtered</p></figcaption></figure>

The following option will pop up, click on **Choose File**.&#x20;

<figure><img src="https://4099088335-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FBi3aNCeQ0YEBUj1LmkHR%2Fuploads%2F6xdtOqYMP4sufDB1L1TG%2FScreenshot%202023-02-01%20at%2008.58.49.png?alt=media&#x26;token=a77fed59-c47b-438e-b7c0-7b269670b50a" alt=""><figcaption></figcaption></figure>

Once you attach the file, please, press on **OK** button.

<figure><img src="https://4099088335-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FBi3aNCeQ0YEBUj1LmkHR%2Fuploads%2FQMCzqevHIjWmeRUK88J1%2Fimage.png?alt=media&#x26;token=31b40819-c8ec-40aa-b6c4-095d9f6ac116" alt=""><figcaption><p>OK</p></figcaption></figure>

### 4. Validation Process of Changes

If the upload is done correctly,  the following message appears: "Click here to follow the upload progress.". Please, click in **Click here** to start with some steps that help to update the filed plan in a proper and careful way.&#x20;

<figure><img src="https://4099088335-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FBi3aNCeQ0YEBUj1LmkHR%2Fuploads%2FBFytdmyz0TQpOc9iDO5r%2Fimage.png?alt=media&#x26;token=c603b655-b9be-4751-bfab-c80831670640" alt=""><figcaption><p>Click here</p></figcaption></figure>

It will redirect to a new page where the number of changes made on the excel file is recognized.&#x20;

Example: 26 modifications are made to the excel file we're uploading.

<figure><img src="https://4099088335-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FBi3aNCeQ0YEBUj1LmkHR%2Fuploads%2FRiKYpTxtYQqqOsrayuPt%2Fimage.png?alt=media&#x26;token=15698170-6294-44fa-bf84-d6eff7b8ddf4" alt=""><figcaption></figcaption></figure>

Pulse **Start Validation,** and accept the warning message to begin the process of verification with the **Yes, Validate!** button.

<figure><img src="https://4099088335-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FBi3aNCeQ0YEBUj1LmkHR%2Fuploads%2FqXS0LfM2cQTtVaUKp66C%2Fimage.png?alt=media&#x26;token=a3fbaab7-dc57-4ebc-ba8d-327f07725eb3" alt=""><figcaption><p>Yes, Validate!</p></figcaption></figure>

The process of validation starts running.&#x20;

<figure><img src="https://4099088335-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FBi3aNCeQ0YEBUj1LmkHR%2Fuploads%2FHiUZwbobjIZFbfymH413%2Fimage.png?alt=media&#x26;token=2b239710-f0f5-48e6-98e5-2742c4080298" alt=""><figcaption></figcaption></figure>

Please, note that you have to hit on the word **refresh** to update the status of the process.&#x20;

{% hint style="success" %}
Note that you would need to refresh more than once.&#x20;
{% endhint %}

<figure><img src="https://4099088335-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FBi3aNCeQ0YEBUj1LmkHR%2Fuploads%2Fh8qEo9F8POqrgUnuES42%2Fimage.png?alt=media&#x26;token=bc67266b-f6c0-4699-85ad-72ef4bceb802" alt=""><figcaption><p>Hit refresh</p></figcaption></figure>

If the validation is finished, records on the excel changes display in the **Saving** section.&#x20;

<figure><img src="https://4099088335-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FBi3aNCeQ0YEBUj1LmkHR%2Fuploads%2FE2SMCv1orJmD3uQA0twt%2Fimage.png?alt=media&#x26;token=67b72cbe-2031-4e7a-a8fc-dfeedce30732" alt=""><figcaption></figcaption></figure>

### 5. Saving Changes and Updating the Field Plan

To update the filed plan with the new changes, please hit on **Start Saving**.&#x20;

<figure><img src="https://4099088335-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FBi3aNCeQ0YEBUj1LmkHR%2Fuploads%2FvIY67s6J60bjfMYsfRA6%2Fimage.png?alt=media&#x26;token=b905a545-4770-4a10-911a-aae53db4970a" alt=""><figcaption><p>Start Saving</p></figcaption></figure>

Accept the warning message with the **Yes, Validate!** button.

<figure><img src="https://4099088335-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FBi3aNCeQ0YEBUj1LmkHR%2Fuploads%2FhLKTuEe3IwnOVZtI2jER%2Fimage.png?alt=media&#x26;token=00b56624-d31d-4661-986f-350b25a5142d" alt=""><figcaption></figcaption></figure>

The saving process starts running.&#x20;

<figure><img src="https://4099088335-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FBi3aNCeQ0YEBUj1LmkHR%2Fuploads%2Fxvwe0YLlm6hJamLPkNQb%2Fimage.png?alt=media&#x26;token=5fd03434-df19-4332-b950-dc19570127e6" alt=""><figcaption></figcaption></figure>

Please, note that you have to hit on the word **refresh** to update the status of the process.

<figure><img src="https://4099088335-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FBi3aNCeQ0YEBUj1LmkHR%2Fuploads%2FcywJzYee19LNofVDMqEc%2Fimage.png?alt=media&#x26;token=d92521aa-29ea-4ac9-9445-25258463754d" alt=""><figcaption></figcaption></figure>

If the saving process is finished, the message " *X* **records updated**", where *X* is the number of changes,  appears in the **Saving** section.&#x20;

<figure><img src="https://4099088335-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FBi3aNCeQ0YEBUj1LmkHR%2Fuploads%2F1njFsNSJYOy4ckHC35lV%2Fimage.png?alt=media&#x26;token=857203d3-299c-4fbe-a7e8-0df75f46dc25" alt=""><figcaption></figcaption></figure>

### 6. Check Changes

Please, close the above page and go back to the **Manage Locations** module.&#x20;

Select one of the view options, **VIEW WAREHOUSE DATA**,  from the dropdown menu and verify the changes made.

<figure><img src="https://4099088335-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FBi3aNCeQ0YEBUj1LmkHR%2Fuploads%2Fnlf4Uh2mdYtrJsfPuhSq%2Fimage.png?alt=media&#x26;token=097b956d-2ff1-47f7-9b27-9aa08d56c864" alt=""><figcaption></figcaption></figure>

**Example:** View Results By Location

Field Plan before:

<figure><img src="https://4099088335-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FBi3aNCeQ0YEBUj1LmkHR%2Fuploads%2Fk7HTATVwVPmaTHyZgDbl%2Fimage.png?alt=media&#x26;token=aaab6f77-b19e-466d-b84c-65062f1a2c25" alt=""><figcaption></figcaption></figure>

Field Plan after:

<figure><img src="https://4099088335-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FBi3aNCeQ0YEBUj1LmkHR%2Fuploads%2Fxl6zZJRWzK8Z0hNoVS50%2Fimage.png?alt=media&#x26;token=6747fdcf-3596-4fa1-9f62-77c52f5a11c1" alt=""><figcaption></figcaption></figure>

### 7. Take a Snapshot of the Field Plan

You should always [take a snapshot](https://manual.unosofbooks.com/site-manager/maintain-the-field-plan#how-to-take-a-snapshot) after the modifications are processed.&#x20;

<figure><img src="https://4099088335-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FBi3aNCeQ0YEBUj1LmkHR%2Fuploads%2F8oWH3ZQc6BMSp23wwxrF%2Fimage.png?alt=media&#x26;token=a39e1a06-80bd-4b8e-a8ce-c6a20ce1d849" alt=""><figcaption></figcaption></figure>
