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This action button is available in the following areas:modules
- Customer
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- Card
- Supplier Card
- Customer Debits
- Customer Credits
- Customer Payments
- Supplier Debits
- Supplier Credits
- Bank Accounts
- Bank Deposit
- Bank Payments
- General Ledger Chart of Account Tree View or List View
- General Ledger Manual Journal
- General Ledger Standing Journal
- Product
- Stock Location Transfer
- Stock Transfer Out
- Stock Transfer In
- Sales Order
- Sales Shipment
- Laybys
- Purchase Orders
- Purchase Receipts
- Service Order Template
- Service Orders
- Machines
- Form Reports
- List Reports
- Email Batches
An Example of the 'COPY' Action button is to copy a customer card.
- Click on Relationships
- Click on card
- Search and highlight the card in question
- Click on 'COPY' Action button
- The Majority of the fields are copied across to a NEW Cardid.
- Make the relevant changes to the Card that was just copied and then Click on Save.
- Same Procedure in all other modules.