--- title: "Bulk Retail Sale" slug: "bulk-retail-sale" updated: 2026-07-29T18:57:12Z published: 2026-08-10T20:14:13Z canonical: "help.idibilling.com/bulk-retail-sale" --- > ## Documentation Index > Fetch the complete documentation index at: https://help.idibilling.com/llms.txt > Use this file to discover all available pages before exploring further. # Bulk Retail Sale Bulk Retail Sale lets you sell multiple serialized retail items of the same SKU at one time. After you select the item, you can enter a range of serial numbers to add to the order. To perform a Bulk Retail Sale: 1. Select **Applications > POS Front Office > Bulk Retail Sale**. This displays the Make Sale Wizard, Customer Search window. 2. Find the existing customer (or create a new customer) **(More)** 1. Enter some search criteria to either locate an existing customer or create a new customer. > [!NOTE] > Tip > > If you want to create a new customer, simply enter a letter (for example: Z) in the Customer Name field. This will ensure that an empty search results list is returned (making the search quicker). See for field definitions. **Customer search criteria** Search Criteria You can search with the following criteria: | Service Number | A unique number associated with an account. | | --- | --- | | Account Number | The Account Number is a unique number auto-generated by the system and assigned to a customer when entered into the system. | | Customer Name | The name of the person or business on the account. | | Billing Contact Name | The name of the individual to contact regarding billing-related questions or concerns. | | Social Security Number (last 4) | The social security number entered, or displayed, is the social security number of the individual responsible for the account(s). > [!NOTE] > Note > > When the SSN for a customer is returned after a search, the first five digits are hidden and the last four digits are displayed. | | Drivers License (last 4) | The drivers license entered, or displayed, is the license number of the individual responsible for the account(s). | | Drivers License state | The state where the drivers license was obtained for the individual responsible for the account(s). | 2. Click **Search** to display the Customer Search Results window with any matches, and options to proceed. 3. Click **Next**. This displays the Bulk Retail Sale for ***[customer]*** window. ![BulkRetailSale_MakeSale](https://cdn.us.document360.io/3f7f8ade-bcb1-4ec8-af25-0c0ad8601afb/Images/Documentation/57632(1).gif?sv=2026-02-06&spr=https&st=2026-11-14T11%3A16%3A03Z&se=2026-11-14T12%3A16%3A03Z&sr=c&sp=r&sig=%2FdAp1hihsT18bgq7pqKLI2HSvFj%2FBLLcjDSlE97vW8k%3D) 4. Find the SKU of the serialized retail item. **(More)** To search the POS Product Catalog window and add a product to the Make Sale window: Performing an Exact Match Search 1. In the ***Find Catalog Item*** section, if you know the Description, Equipment ID, UPC, SKU, or Starting Code**,** enter it and click **Search**. ![UG template for Help](https://cdn.us.document360.io/3f7f8ade-bcb1-4ec8-af25-0c0ad8601afb/Images/Documentation/34462(1).gif?sv=2026-02-06&spr=https&st=2026-11-14T11%3A16%3A03Z&se=2026-11-14T12%3A16%3A03Z&sr=c&sp=r&sig=%2FdAp1hihsT18bgq7pqKLI2HSvFj%2FBLLcjDSlE97vW8k%3D). **Equipment ID** The ESN or MEID associated with the service's handset. **UPC** Universal Product Code (bar code). This criteria may be convenient to use if you have the actual product and a scanner with which to read the UPC. **SKU** A unique identifying number for a product. If you are looking for a specific product, package, discount, service, or pricing plan, enter that item's SKU. **Starting Code** The Starting Code is a well-known value you can enter when making a sale to begin a particular Guided Assignment sales flow. ![POSProdCatSearchType](https://cdn.us.document360.io/3f7f8ade-bcb1-4ec8-af25-0c0ad8601afb/Images/Documentation/44309(1).gif?sv=2026-02-06&spr=https&st=2026-11-14T11%3A16%3A03Z&se=2026-11-14T12%3A16%3A03Z&sr=c&sp=r&sig=%2FdAp1hihsT18bgq7pqKLI2HSvFj%2FBLLcjDSlE97vW8k%3D) If the item is a stand-alone **Catalog Item**, it is added to the Item list. If the item is a **Starting Code**, the appropriate Guided Assignment flow is begun. > [!NOTE] > Note > > You can shorten the search by selecting one of the criteria and entering the value. #### Performing a Partial Match Search You can do a partial search by entering part of a number or name of a catalog item, or by typing an asterisk (*) to perform a wildcard search. **(Show picture)** ![UG template for Help](https://cdn.us.document360.io/3f7f8ade-bcb1-4ec8-af25-0c0ad8601afb/Images/Documentation/34421(1).gif?sv=2026-02-06&spr=https&st=2026-11-14T11%3A16%3A03Z&se=2026-11-14T12%3A16%3A03Z&sr=c&sp=r&sig=%2FdAp1hihsT18bgq7pqKLI2HSvFj%2FBLLcjDSlE97vW8k%3D) #### Locating an Item to Sell 1. Enter information into any of these fields, or none at all (to display everything in the catalog). **SKU** A unique ID for a product. If you know the SKU for a specific product, package, discount, service, or pricing plan, enter it to display just that item. **Description** If you know the words or phrase describing the product, enter them here. (Wildcards may be used.) **USOC** To look for items containing a Universal Service Order Code, enter that USOC. (Wildcards may be used.) **Class of Service** To search for products by Class of Service, select from the drop-down list **Alias** Provides a way of linking products to products in another system. If you are looking for items that contain a specific Alias, enter the desired Alias. (Wildcards may be used.) **Catalog Group** If you are looking for a product that is in a catalog group, select from the drop-down list. 2. Click **Search** to display all products that match the specified search criteria. #### Selecting an Item to Sell 1. To select a product from the search results, double-click the product's row, or right-click and choose **Select**. This will advance you to the next step of the sales process. See also: [Filtering the POS Product Catalog Search Results](/v1/docs/filtering-the-pos-product-catalog-search-results) **Notes**: When you have selected a serialized retail item, the product detail window is displayed. **(Show picture)** ![BulkRetailProductDetail](https://cdn.us.document360.io/3f7f8ade-bcb1-4ec8-af25-0c0ad8601afb/Images/Documentation/57643(1).gif?sv=2026-02-06&spr=https&st=2026-11-14T11%3A16%3A03Z&se=2026-11-14T12%3A16%3A03Z&sr=c&sp=r&sig=%2FdAp1hihsT18bgq7pqKLI2HSvFj%2FBLLcjDSlE97vW8k%3D) - Only Retail Products can be added to a Bulk Retail Sale order. If you select a billed product, an "unable to to assign Billable Items" message is displayed. - Starting Codes may be used only if there no billable items in the Guided Assignment. 5. Click **Bulk**. This displays the Bulk Add Serial Numbers window. 6. Enter the range of serial numbers and click **OK**. **(More)** The Bulk Add Serial Numbers window lets you enter a range of serial numbers defined by a prefix (optional) a numeric range (From/To), and a suffix (optional). **(Show Picture)** ![BulkAddSerialNumbers](https://cdn.us.document360.io/3f7f8ade-bcb1-4ec8-af25-0c0ad8601afb/Images/Documentation/57640(1).gif?sv=2026-02-06&spr=https&st=2026-11-14T11%3A16%3A03Z&se=2026-11-14T12%3A16%3A03Z&sr=c&sp=r&sig=%2FdAp1hihsT18bgq7pqKLI2HSvFj%2FBLLcjDSlE97vW8k%3D) To add a range of serial numbers: 1. Enter the prefix if needed. 2. Enter the starting number of the range in the ***From*** field. 3. Enter the ending number of the range in the ***To*** field. 4. Enter the suffix if needed. 5. Click **Add**. This adds the range of numbers to the Serial Numbers list. 6. If you need to add more ranges, repeat steps 1-5. 7. Click **OK** when you're done. This closes the Bulk Add Serial Numbers window and puts a shorthand definition for the bulk add in the Serial Number field of the Modify Serialized Items window. The shorthand definition indicates the quantity of serial numbers being added. **(Show Picture)** ![Finishing Bulk Add](https://cdn.us.document360.io/3f7f8ade-bcb1-4ec8-af25-0c0ad8601afb/Images/Documentation/35782(1).gif?sv=2026-02-06&spr=https&st=2026-11-14T11%3A16%3A03Z&se=2026-11-14T12%3A16%3A03Z&sr=c&sp=r&sig=%2FdAp1hihsT18bgq7pqKLI2HSvFj%2FBLLcjDSlE97vW8k%3D) 7. Click **Next**. This validates the serial numbers and displays the Make Sale Summary window. 8. Click **Finish** to add the items to the sale. 9. Complete the sale. **(More)** Once all the catalog items are listed on the Make Sale window, you can complete the request. 1. Click **Complete Sale**. This opens the Complete Sale window displaying a print preview of the sale. **Show picture** ![BulkRetailComplete](https://cdn.us.document360.io/3f7f8ade-bcb1-4ec8-af25-0c0ad8601afb/Images/Documentation/57751(1).gif?sv=2026-02-06&spr=https&st=2026-11-14T11%3A16%3A03Z&se=2026-11-14T12%3A16%3A03Z&sr=c&sp=r&sig=%2FdAp1hihsT18bgq7pqKLI2HSvFj%2FBLLcjDSlE97vW8k%3D) 2. Click **Print Quote** if you want a paper copy of the sale. 3. Click **Tender**. This displays the Tender window. See [Tendering the Sale](/v1/docs/tendering-the-sale). > [!NOTE] > Note > > Calculation of Promotions and taxes takes place at Complete Sale. **Permissions** Enabled: Lets you add multiple Serial Numbers of the same SKU to an order at the same time. Disabled: **Bulk Retail Sale** is not displayed on the Applications > POS Front Office menu or a customer's POS menu.