Duplicating a Sales order (SO) is an easy way to create a new SO that has similar attributes to an existing order.
Customer name, Delivery Deadline, Sales order rows, and Additional Info will be copied to a new SO card, and a new SO # will be automatically assigned while the Created Date will match the date of the duplicate.
To duplicate a Sales order:
1. Navigate to the Sell screen and click on a SO.
2. Click on the 3-dots in the top right and choose Duplicate.
3. Katana will duplicate the SO and open the newly created order card.