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The 'COPY' Button works the same in every module.

This Copy button is available in the following modules

  1. Customer Card 
  2. Supplier Card
  3. Customer Debits
  4. Customer Credits
  5. Customer Payments
  6. Supplier Debits
  7. Supplier Credits
  8. Bank Accounts
  9. Bank Deposit
  10. Bank Payments
  11. General Ledger Chart of Account Tree View or List View
  12. General Ledger Manual Journal
  13. General Ledger Standing Journal
  14. Product
  15. Stock Location Transfer
  16. Stock Transfer Out
  17. Stock Transfer In
  18. Sales Order
  19. Sales Shipment
  20. Laybys
  21. Purchase Orders
  22. Purchase Receipts
  23. Service Order Template
  24. Service Orders
  25. Machines
  26. Form Reports
  27. List Reports
  28. Email Batches

An Example of the 'COPY' Button is to copy a customer card.

  1. Click on Relationships
  2. Click on card
  3. Search and highlight the card in question
  4. Click on 'COPY' Button
  5. The Majority of the fields are copied across to a NEW Cardid.
  6. Make the relevant changes to the Card that was just copied and then Click on Save.
  7. Repeat the steps in all other modules. 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

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