Items on an order, quote, or product can be duplicated, creating new items based on the original items. 


Notes:

  • Details from the original item will be copied identically into your new item including: commissions, tags, overrides, etc. These will not update even if the customer is changed on the order/quote/product.
  • If an item has had changes to the job template or product since it was originally, it may result in pricing changes. When item details are saved, the system will recalculate the item, and pricing will update to reflect any job template/product changes.
  • Any overrides on the original order will be copied into your reorder/quote. This will supersede any changes that have been made to job templates or products since the original order was created.



Step     Action

  1.       From the Order View page, select entries under Items to be duplicated by checking boxes on

            the left-hand side. All entries can be duplicated by checking box to left of {New} under Items.

  

  2.      Select {Duplicate}. A results pop-up will confirm the order items successfully 

           duplicated. The duplicated item will also now appear on the Items table.