Batch Update the Order Header using Import Tool (PF8)

The import tool will allow you to update the order headers.

Common Order headers to update could include Cancel Date, Factor Approval information, shipping method, rep codes.

For a complete list go to MenusSQL > SQL Column Lookup (Ctrl + F6)

WARNING: You must Test / Practice in your TEST DATABASE before using your production database!

Order Import Tool requires one of two fields.

Order Number = ORN or Job Number = O_JOB

Setup your spreadsheet with one of these as the first column. For this article two factor fields and a memo field will be updated.

You can always export the data (i.e. Order Number) from Perfect Fit.

Save you file as comma separated (.csv) or tab delimited (.txt).

Next go to Go to MenusSQL > Orders from Customers > Commands > …options > Order Processing > Update Orders – Import

First click Index on OI_ORN or O_JOB (1)

Then click on Load Files and Validate (2) and find your file.

Find your file (3) and click ok.

If there are no errors, click ok and the click Update Orders

Click Yes to update orders.

Click Ok

Click Yes (Depending upon your preference).

Check your data.

Inserted 05/15/2026 HS