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August 6, 2026
Sales

Edit More Fields in Bulk with the Change Order Import

Change Order
Sales Orders

The Change Order Excel template now lets you update these across many open sales orders at once, instead of opening each order individually:

  • Customer PO Number
  • Customer contact — first name, last name, and email
  • Sales order line-item custom fields (Specifications, QC Requirements, and the like)

Line Delivery Date and Job Due Date were already editable, so the template now covers most of what a customer actually changes mid-order.