New Release - All Orders Data Import/Export Optimization

June 6, 2017 at 4:00 PMChad Moulder


All Orders 6.2.16

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What's New

Starting with release 6.2.16, All Orders has added features that will enable users to easily export/import and edit bulk information within the software.

This is was one of the most requested features from our users and was voted on at the "Creative Feature Session" at this year's CRUNCHTREAT.

In addition we have enhanced our tools for update BOMs in bulk, added multi line custom fields and more. Read on for the details!  



You will notice on various lists and entity editing screens throughout the system a new Excel Export button. Some of the more popular ares it is available in include the item, customer, vendor and price level lists. This button can be used to export the data you need into the same format as our standard Excel import templates. By doing this we eliminate the need for exporting data from reports and then copying and pasting into our standard import template. Now you can export, make the changes you need and then import all without having to copy and paste a thing!


Bulk Updating BOMs

We've added a new and enhanced screen that will allow users to bulk edit bill of materials (BOMs). Simply go to the Production menu and click on the Bulk Update BOMs button.From here users can easily add new components in bulk, remove components in bulk or replace existing components in bulk. Select the components and the assemblies and click Process to quickly and efficiently get all your BOMs in order!

Multi Line Custom Fields

Ever wanted to add a new custom field to have notes, comments, or store any other type of data that needs to have multiple lines? Now you can! When managing custom fields and adding or modifying a Text type of field a Lines box will appear where a number of lines can be entered for how many lines should be visible for that custom field. Once a number larger than 1 is entered it automatically turns the custom field into a multi line that can store as many lines as needed and the number entered will be how many lines are immediately visible on the custom field entry screen before the user needs to scroll down.

Customer/Vendor Notes

Now users can view notes and comments for customers and/or vendors while saving order documents.

Edit Custom Fields on read only Ship Docs

Now users can create and edit custom fields on shipping documents even after the document has been marked as shipped or invoiced which would have rendered the fields as read only in the past.

Additional Features

  • Importing sales order from QB picks up custom fields as well.
  • Setting for showing customer/vendor notes when saving order documents.
  • Cost fields on the BOM screen made wider.
  • Download button on the attachments screen for downloading web based attachments locally.
  • New setting to leave inactive items off new order being created by duplicating existing orders.

We're always working to improve All Orders. If there is a feature you would like to see in a future release, please take a look at feature release page (link) to vote on other user-submitted suggestions or to submit your own.

For more information about this release, please email For details about CRUNCHTREAT 2018, including registration, programming and sponsorship opportunities, please contact

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