Create copy of a transaction

If you select the option Use Customer/Vendor Defaults in the Create Copy window, the price level, volumn discount, salesperson, commission information, comment, shipping method, delivery status fields will be based on the customer/supplier card information.

If you do not select the option Use Customer/Vendor Defaults in the Create Copy window, additional fields such as; line discount, salesperson, commission information, shipping details, delivery status and credit terms fields will be copied to the new sale/purchase from the original.

To create a copy of a sale

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Go to the Sales command center and click Sales Register. The Sales Register window appears.

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Select the sale, quote, order, web store order or credit memo you want to copy.

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Click Create Copy. The Create Copy window appears.

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Select the customer for the new sale and enter a journal memo, if needed.

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Select Use Customer Defaults if you want the defaults selected on the customer card to apply to the new sale.

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Click OK. The new sale will appear. You can make any changes necessary before recording the new sale.

To create a copy of a purchase

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Go to the Purchases command center and click Purchases Register. The Purchases Register window appears.

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Select the purchase or bill, quote, order or debit memo you want to copy.

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Click Create Copy. The Create Copy window appears.

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Select the vendor for the new purchase and enter a journal memo, if needed.

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Select Use Vendor Defaults if you want the defaults selected on the vendor card to apply to the new purchase.

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Click OK. The new purchase will appear. You can make any changes necessary before recording the new purchase.