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PRO Tip: Copying a sales order/bid to a new ticket

This is a great way to save time if you need to reenter an order, especially a large stocking order.

 

1. Under the Enter Orders/Bids, Select “Copy From”. This opens up the Order # at the top right. Enter the sales order number you wish to copy.

  Copy from Pro


2. Select whether that SO/Bid is current is history. Select yes to copy the order. Select the customer ID to put the new order under. (It does not have to the same customer as the original). Select whether you want the header or detail info copied or both. Select if you want Pro to refresh the pricing or the original. The inventory will be automatically loaded onto the new order.

OLD

Old Order

 

NEW

New Order