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
- Open the 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 customer you wish to copy the order to.
- Click on Yes and Continue to copy the sales order, quotation or proforma order to the different customer.