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Creating a copy of an existing sale order

Creating a copy of an existing sale order

You can use the Copy button in the ribbon to create a single copy of an existing sale order. If you want to create more than one copy, use the Mass Copy function instead.

  1. From the Navigation panel, click on Sales then click on Orders.
  2. Search for and select the order you wish to copy.
  3. Click on button Copy in the ribbon. Readysell will create a sale order as a copy of the one you selected.

  4. If necessary, you can add or delete products from this order, or change any other details that are necessary.
  5. When you have finished, you have three options. If you have not filled in all mandatory fields at this point, Readysell will tell you what information is missing.
    • Save and Close parks the order. Use this if you are unable to complete the sale order at this time, but want to return to it later.

    • Purchase generates a purchase order based solely on this sale order.

    • Ship generates a sale shipment for the order.

If you copy a sale order or sale shipment. The system will copy the price mode on each line. If the price mode is 'system' or one of the other price modes that can be recalculated. The sell price on those lines may change on the copy. We can't stop this from happening without causing other issues like quantity break pricing not applying to the copied transaction. Please watch out for this behaviour.

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