Update Custom Fields in SO

Updating custom fields one by one to go through each order can be a tedious task. To avoid this, Orderhive has introduced a quick & easy way to update custom fields of sales orders in bulk via excel.

Below are the steps to update the custom fields in sales order.

  • In order to update order custom fields, you need to first export the excel to select the multiple orders in which you wish to update it. 
  • Click on Orders > Select the orders 
  • Click on More > Export Orders CFs. This will give you an excel file along with the Orderhive ID & Custom fields.
  • Open the downloaded excel file and fill the custom fields details for orders you wish to update.
  • Save the file with updated details and upload it to go through the below-mentioned path in your Orderhive account.
  • Go to Orders > Import > Update Order Custom Fields and upload the file and click on the Import button.

  • It will notify you once it is completed.
  • Once the process is completed you’ll be able to view a log file.

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