Copy Button
This 'COPY' button is available in the following modules
- Customer 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
The 'COPY' Button works the same way in every module, it only creates a Copy of whatever you have Highlighted. You will need to make adjustments/changes to the Copy that was created.
An Example of the 'COPY' Button is to copy a customer card.
- Double Click on Relationships
- Click on card
- Search and highlight the card in question
- Click on 'COPY' Button
- The Majority of the fields are copied across to a NEW Card except for the addresses.
- Make the relevant changes to the Card that was just copied and then Click on Save.
- Repeat the steps in all other modules.