Copy a Sales Order

This guide explains how to configure and use the Copy Order feature in 10X ERP. Administrators can define default copy settings such as updating pricing, copying notes, add-ons, attachments, and custom data when duplicating quotes, sales orders, or transfers. Users can then quickly create a new sales order or quote from an existing order, make any necessary updates, and publish the new transaction for processing.

• Navigate to Admin Settings by going to Admin > General to configure default Copy Order options.
• Enable Copy Preferences such as Updating Prices, Copying Header Notes, Add-Ons, Line Notes, Attachments, Standard Notes, Item Notes, and Custom Data.
• Open an Existing Sales Order that will be used as the template for the new order or quote.
• Select the Copy Option located at the top-right of the sales order screen.
• Review and Adjust Copy Settings for the individual transaction by checking or unchecking the available copy options.
• Change the Customer if Needed by selecting a different customer from the dropdown or entering a new customer name.
• Choose the New Document Type by copying the order as either a Sales Order or a Quote.
• Create the Draft Order to review and make any necessary updates, including Add-Ons, Notes, or Attachments.
• Publish the New Order using the checkmark option to finalize the transaction and generate shipment and order acknowledgement documents.