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Duplicating a Sales order
Duplicating a Sales order

Save time by duplicating similar orders

Dayvid Lorbiecke avatar
Written by Dayvid Lorbiecke
Updated over a week ago

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.

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