View - Sales/Invoicing
- Order Registration or View -
Sales/Invoicing - Quotation Registration
By using a wizard you can duplicate a quotation, an order or an invoice to one or several of your customers. The duplication wizard starts via the Duplicate button in the Quotation or the Sales/Invoicing module.
How to duplicate a quotation, an order or an invoice
Select View - Sales/Invoicing and click Quotation Registration or Order Registration.
Locate the Quotation/Order/Invoice you want to duplicate.
Click on the Duplicate button located in the top toolbar.
The wizard opens and you can select which customers
you want to duplicate.
Active: The quotation/Order will be duplicated to the same customer
as you are duplicating from.
All: The quotation/Order will be duplicated to all the customers
in your contact register. You can pick single customers out from the wizard
from the selection.
Query: If you select query you can specify the selections you
are duplicating to. Click here to read more about how to set filters.
You can select to Go directly to the
report showing the customers which are to be included in the selection,
however this is not recommended if you have previously completed the process.
As default Show status reports
is marked. In the wizard you are able to print a report that displays
which customers Quotations/Orders are created for. You can remove the
marking if you do not want to view status reports in connection with duplications.
Click Next and follow the wizard.
Click Complete in the last step of the wizard to start generating the Quotation/Order. Be aware that this operation cannot be reversed.
After the Quotations/Orders have been generated
you can continue working with them in their modules and process them when
you see it fit.
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