How to duplicate a Sales Order?
Duplicating a Sales Order is an easy way to create a new Sales Order that has similar attributes to an already existing order.
Customer, Delivery Deadline, Sales Order rows, and Additional Info will be copied to a new Sales Order card. A new Sales Order # will be automatically created and the Created Date will be set to the day of creating the duplicate.
To duplicate a Sales Order:
1. Navigate to the "Sell" screen and click on a Sales Order to open a Sales Order card.
2. Click on at the top corner of the Sales Order card and select "Duplicate" from the drop-down menu.
3. Katana will duplicate the Sales Order and open the newly created order card.