Overview
When a Customer regularly orders the same products, duplicating an existing Quote saves time and ensures consistency—removing the need to create a new one from scratch.
👥 Access Permissions: only available to users with assigned permissions for accessing Sales Orders. Please review user roles prior commencing.
📍Where to find it 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
How to duplicate an Order
Ensure the Order is not in Draft status
Go to
Options>DuplicateIn the confirmation pop-up, select
Duplicate order.
📝Notes:
The duplicated Order will be assigned a new Order # and set to Draft status
Contact details, Products, and pricing are copied from the original Order and can be edited as needed.
How to locate the duplicated Order
From Sales Orders page
Go to
Sales>Sales OrdersThe most recent Order in Draft status will be the duplicated Order.
From the Customer's Order History
Go to
Sales>CustomersSearch and select the relevant Customer
The most recent Order in Draft status will be the duplicated Order.