Overview
When a customer regularly orders the same combination of products, duplicating an existing order produces a new order pre-filled with the original's contact details, products, and pricing. The duplicate can then be adjusted as needed, which is faster than rebuilding the order from scratch and helps keep recurring jobs consistent.
👥 Access Permissions
Only users with permission to access Sales Orders can duplicate orders. Review user roles before granting access.
📍Location in the app
Global Search > search and select a sales order >
OptionsSales>Sales Orders> select a sales order >OptionsSales>Customers> select a customer > search and select a sales order >Options
Duplicate an order
Ensure the order is not in Draft status.
Go to
Options>Duplicate.In the confirmation pop-up, select
Duplicate order.
Open the duplicated quote directly via the
Open new orderpop-up that appears in the lower-left corner of the screen.
📝Notes
The duplicated order receives a new order number and is set to Draft status.
Contact details, products, and pricing are copied from the original order and can be edited on the new order as needed.
Right-clicking an order row on the Sales Orders main page also provides a quick
Duplicateoption.
Locate the duplicated order
The duplicate can be opened immediately via the Open new order pop-up (see step 4 above). To find a duplicate created earlier in the session, use either of the paths below.
From the Sales Orders page
Go to
Sales>Sales Orders.The most recent order in Draft status is the duplicate.
From the customer's order history
Go to
Sales>Customers.Search for and select the relevant customer.
The most recent order in Draft status is the duplicate.