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Copying a sales order

If you want to create a sales order that includes the same items and/or is being shipped to the same customer, you can copy the sales order, then make any modifications from the copy.

To copy a sales order:

  1. Select Ordering>Sales Orders. A list of sales orders appears.
  2. Highlight the sales order you want to copy.
  3. SelectCopy iconCopy up above. The sales order is copied. You can change any of the details as needed.

See Also

Sales Orders

Viewing sales orders

Viewing a list of sales order items across all SOs

Creating sales orders

Importing sales order item data

Editing sales orders

Dispatching sales orders

Undispatching sales orders

Cancelling a sales order

Fulfilling a sales order

Exporting a sales order to a spreadsheet

Closing a sales order

Sales order field descriptions

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