Step Action
1. Select {Settings} and then select {Products} under Online Ordering.
2. Select entries under Products to be duplicated by checking boxes on the left-hand
side. All entries can be duplicated by checking box to right of {New} under Products.
3. Select {Duplicate}. A Duplicate Templates modal window will open.
4. Complete the fields.
Field | Description |
Customer | This is the customer that the duplicated products will be assigned to. |
Keep Portal Access | If set to Yes, any existing Portal Access will copy on to the duplicated product item. If set to No, all Portal Access will be removed from the duplicated product item. |
Keep Contact Access | If set to Yes, any existing Contacts will copy on to the duplicated product item. If set to No, all Contacts will be removed from the duplicated product item. |
5. Select {Save}. A pop-up will confirm the Products have been duplicated and the new
products will appear at the top of the Products table.