To simplify data entry, Crik-IT allows a user to make a copy of an existing order. The details of what happens when the order is copied depends on the user type (customer, rep, or in-house user) copying the order.
If the user creating a copy is a Customer user:
To prevent a customer from being able to order items at outdated prices, when a customer user creates a copy of an order, Crik-IT will always use the pricing currently in effect for that customer at the time the order is being copied. So, the prices on the copied order may be different than the prices on the order being copied.
Note: if there is a standard order for a customer that indicates that the prices on the standard order are to be used throughout the portal, when copying an existing order, "current prices" will come from the standard order if any of the items on the order being copied are also on the standard order. The only exception to this is if any of the items are "volume priced" or "quantity-based priced" items. When copying an order, volume priced items will always use the volume pricing currently in effect at that time; i.e., the price from the standard order for volume priced items will not be used when creating a copy of an existing order.
If the user creating a copy is a Rep or In-House user:
When creating a copy of an existing order, be default, Rep and In-House users have the option to select a different customer for whom the new order will be created. Crik-IT Administrators can disable this option.
When creating a copy of an existing order, if any of the items have a price currently in effect that is different from the price on the order being copied, rep and in-house users will be given the option of choosing whether to use the prices from the order being copied or to use prices currently in effect for that customer. This option applies to ALL items on the order.