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.