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 

  1. Open the existing sales order, quotation or proforma order.
  2. Click on the Actions button.
  3. Select Copy Sales Order Different Customer.
  4. In the Select Company lookup, find and double click on the customer you wish to copy the order to.
  5. Click on Yes and Continue to copy the sales order, quotation or proforma order to the different customer.