Copying an order or quote

You can quickly duplicate an order or quote via the Copy function.

Copying a quote

To create a copy an existing Quote:

  1. Locate the quote on the Orders page.
  2. Click the Copy button on the Quote Menu Bar.
  3. The Edit Quote page will be displayed, allowing you to make any required changes to the copy of the quote that is about to be created.
  4. Click Save.

A copy of the quote has been created. You quickly view the new quote via the Recent Orders shortcut on the Orders page.

Copying an order

To create a copy an existing Customer Order:

  1. Locate the order on the Orders page.
  2. Click the Copy button on the Order Menu Bar.
  3. From the drop-down list, a number of options are available:

    New Customer Order: This will create a new Order based on the content of the current order.
    New Quote: This will create a new Quote based on the content of the current order.
    New Credit: This will create a new Credit based on the content of the current order.
    Convert to Quote: This will convert the current order into a quote. Note that this option is not available in all circumstances, please see Converting an order into a quote for more information.

  4. Based on your selection, the relevant Edit page will be displayed, allowing you to make any required changes to the copy that is about to be created.
  5. Click Save.

A copy of the order has been created. You quickly view the new order, quote or credit via the Recent Orders shortcut on the Orders page.

Have more questions? Submit a request

0 Comments

Article is closed for comments.
Powered by Zendesk