How to Copy a Sales Order

How to copy a sales order into a new project

How to copy a sales order as a new form type or shop

FAQ

How to copy a sales order into a new project

To copy your sales order into a new project:

1. Click Actions
2. Click Copy Sales Order
3. Select a new client to assign the new project to (optional)
4. Give the new project a name
5. Click the box next to "All Products" if you would like to copy the entire sales order, or uncheck the box to select specific products to copy over
6. Click Copy

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How to copy a sales order into a new form type or shop

Sales orders can also be copied over as different form types (presentations and estimates) or as a new shop.

To copy a sales order into a new form type:

1. Click Actions
2. Click Copy Sales Order
3. Click the "Type" drop-down to choose between presentation or estimate
4. Select a new client to assign the new project to (optional)
5. Give the new project a name
6. Click the box next to "All Products" if you would like to copy the entire sales order, or uncheck the box to select specific products to copy over
7. Click Copy

To copy a sales order into a new shop:

1. Click Actions
2. Click Copy Sales Order
3. Select Shop from the "Type" drop-down
4. Click Create Shop under the correct shop type from the slide-out menu 
5. Select a new client (optional)
6. Give the new shop a name
7. Click the box next to "All Products" if you would like to copy the entire sales order, or uncheck the box to select specific products to copy over
8. Click Copy