Copy a Sales Order, Quote or Proforma Order to a Different Customer
Copy a Sales Order, Quote or Proforma Order to a Different Customer
Overview
This video explains how to copy a sales order, quotations or proforma order to a different customer, for example where they want to purchase identical items. There are step-by-step instructions below the video.
Steps
Openthe existing sales order, quotation or proforma order.
Click on the Actions button.
Select Copy Sales Order Different Customer.
In the Select Company lookup, find and double click on the customeryou wish to copy the order to.
Click on Yesand Continueto copy the sales order, quotation or proforma order to the different customer.
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Overview If a customer wishes to purchase the same items as they have done on a previous sales order, then you can do this quickly and easily by copying the original sales order. If the customer then wishes to add more items, you can do this too. A ...
Overview Once you have created your sales order, quotation or proforma order, you then need to add the stock items the customer wishes to purchase to it. This video explains how to do this. A step by step guide can be found below the video. Steps Use ...
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