Copy a Purchase Order

Copying a purchase order in 10X ERP allows you to quickly recreate an existing PO for a different vendor, which is especially useful for RFQs or correcting vendor mistakes. By using the copy function, you can retain key details like line items, notes, add-ons, and attachments while updating vendor-specific information. This saves time and ensures consistency across similar orders. Once copied, you can finalize and publish the new PO for use.

• OPEN THE ORIGINAL PO Navigate To The Purchase Order You Want To Copy Using The Search Bar Or PO List
• CLICK COPY BUTTON Select The Copy Option On The Right Side To Begin Creating A New Document
• CHOOSE COPY SETTINGS Decide Whether To Update Prices, Include Add-Ons, Notes, Attachments, And Fetch Vendor/Item Notes
• SELECT NEW VENDOR Use The Dropdown Or Type To Choose The Correct Vendor For The New Purchase Order
• COMPLETE THE COPY Click Copy To Generate The New PO With All Selected Details Transferred
• PUBLISH THE NEW PO Check The Publish Option And Confirm To Finalize And Send The Purchase Order
• REMOVE OLD PO IF NEEDED Delete The Original Purchase Order If It Is No Longer Required