Duplicating a sales order (SO) is a straightforward process designed to save you time when managing similar orders. By copying all pertinent information from an existing SO, you can quickly create a new order without re-entering data.
What gets duplicated?
When you duplicate an SO, the following details are copied to the new order:
Customer name: The customer associated with the original SO.
Delivery deadline: The specified delivery date.
Sales order rows: All line items, including products, quantities, and prices.
Additional info: Any notes or comments added to the original SO.
The new SO will be assigned a unique sales order number (SO #) automatically, and the created date will match the date of duplication.
Steps to duplicate a sales order
Navigate to the Sell screen:
From the main toolbar, click on the Sell tab to access your list of SOs.
Select the SO to duplicate:
Click on the specific SO you wish to duplicate to open its details.
Initiate duplication:
In the top-right corner of the SO card, click on the three-dot menu (⋮).
From the dropdown menu, select Duplicate.
Review the new SO:
Katana will create a new SO with the duplicated information and open it for your review.
Make any necessary adjustments before saving or processing the new order.
Benefits of duplicating SOs
Efficiency: Quickly create new orders based on existing ones without manual data entry.
Consistency: Maintain uniformity across similar orders, reducing the chance of errors.
Time-Saving: Ideal for recurring orders or when dealing with repeat customers.
Your feedback is invaluable. Let us know your thoughts on this article or anything in Katana you'd like to see improved: [email protected]