Duplicate a Customer's Order

Problem: A new order is nearly identical to an existing one and you'd rather not retype it.

From the order you want to copy

  1. Open the order and click Copy to new order.
  2. A new order opens with the same line items — adjust dates and quantities, then Save.

Into a new order

  1. Create or open the target order and click Copy from another order.
  2. Pick the source order; its lines are copied in.
  3. Adjust the customer, dates, and quantities, then Save.