Overview
When a purchase order or bill is regularly placed with the same supplier, duplicating an existing one 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.
👥 Access Permissions
Only users with permission to access Sales Orders can archive 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 a purchase order or bill
A purchase order or bill can be duplicated from either the Purchase details page or directly from the Purchase Orders main page.
From the Purchase details page
Ensure the order is not in Draft status.
Go to
Options>Duplicate.Confirmation pop-up appears and confirm duplicate.
Open the duplicated quote directly via the
Open new orderpop-up that appears in the lower-left corner of the screen.
From the Purchase Orders page
Click the ⋮ (more options) menu next to the purchase order or bill row.
Select
Duplicate.
Confirmation pop-up appears and confirm duplicate.
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.
Locate the duplicated purchase order or bill
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 Purchase Order main page
Go to
Purchasing>Purchase Orders.The most recent order in Draft status is the duplicate.
From the suppliers's order history
Go to
Purchasing>Purchase Orders.Search for and select the relevant supplier.
The most recent purchase order or bill in Draft status is the duplicate.