Copy a Sales Order

Use these steps to copy the sales order you are currently working on. You can choose to copy all the sales order information as it is or change any of the details of the duplicate

To copy a sales order:

  1. Under the Sales Orders menu section, go to Sales Orders.
  2. Use the search filter and/or the Search field to select a sales order to copy.
  3. From the Other Actions drop-down list, select Copy Order....
    The Copy Sales Order wizard displays.
  4. If needed, specify the following information:
    1. Select a customer.
    2. Select a company.
    3. Select a job.
    4. Select a task.
    5. Select a currency.
  5. Click Copy.
    Maconomy assigns a new sales order number to the duplicate.