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The Copy option available from the Actions menu in Sales Orders allows you to copy the details of the following transactions into a new Sales Order:

  • Invoices including surcharges if applicable.
  • Quotes including Archived Quotes, Active Quotes, Won Quotes, Lost Quotes and Quotes with a contract with products no longer assigned to it.
  • Sales Orders including expired contracts.

The transaction header and detail lines are copied into the new Sales Order including tallies, picking group, line comments and pricing.

(info) If a product has already been added to the new Sales Order, you are unable to proceed with a copy. A message "One or more order lines have been entered. Unable to copy." is displayed.

To copy an Invoice, Quote or Sales Order, from the home Dashboard perform the following:

1. Click  then type Sales Orders (or select Sales Orders from within the Sales - Transaction Processing navigation tree).

2. Click to create a new Sales Order.

3. Click then Copy.

4. Type the customer ID that contains the Invoice, Quote or Order you'd like to copy into the Customer field or search for it via .

5. Select the type of order you'd like to copy via the drop down arrow  in the Type field.

6. Type the Order # to be copied into the Order field or search for it via , then select the relevant transaction no to copy based on your filtered search criteria.

(info) The B/O field is automatically updated with the Back Order number of the transaction selected and defaults to 0 if there are none.

7. Click .

(info) The transaction header and detail lines are copied into the new Sales Order including tallies, picking group, line comments and pricing.

(info) When discount override pricing, discount group override pricing, contract override pricing or price override has been applied to an existing Invoice, Quote or Sales Order, the override pricing is also copied when the Copy feature is used for new Sales Orders. This applies to GST Exclusive Branches and GST Inclusive Branches.

8. Update the Sales Order as necessary. Refer to: Creating a Sales Order for further information.

9. If applicable, reprice the new Sales Order. Refer to Repricing a Sales Order for further information.