Copy a Sales Order, Quote or Proforma Order to the Same Customer
Copy a Sales Order, Quote or Proforma Order to the Same Customer
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 step by step guide can be found below the video.
Steps
Ensure the originalSales Order is saved .
Use the Actions menu to select Copy Sales Order Same Customer.