Duplicating A Sales Order

You may duplicate a Completed Sales Order as a Sales Order or another sales document type.

Note: Quotes and Sales Contracts may be duplicated as the same or another sales document type using the same method. You may only duplicate Completed Sales Orders/Quotes/Sales Contracts. The Duplicate option is not available for Sales Enquiries.

There are four available 'Duplicate' options for Sales Orders:

• Duplicate As Sales Order. (This may be used if, for example, a Customer periodically places similar orders and you wish to copy the details to a new Sales Order).

• Duplicate As Quote. (This may be used if, for example, a Customer has had an order and wishes to obtain a Quote for a repeat order, or a variation of the order, before buying).

• Duplicate As Sales Contract. (This may be used if, for example, you wish to create a Sales Contract from a previous Sales Order).

• Duplicate As Credit Note. (This may be used if, for example, if you wish to credit the Customer following a Sales Order).

Note: Only a Sales Order which is 'Fully Invoiced' may be duplicated as a Credit Note. Other Sales document types - such as Sales Enquiries, Quotes and Sales Contracts - may not be duplicated as Credit Notes.

To duplicate a Sales Order: click Duplicate on the Toolbar - Sub Menu, then select one of the available options from the drop-down menu:

This action copies the Sales Order header details and product lines to a new Sales Order, Quote, Sales Contract or Credit Note. You may then amend the details and/or save the new Sales Order, Quote, Sales Contract or Credit Note as necessary.

NEXT: Editing Sales Orders