This help document is for in-house users and rep users. 

You can copy an order for the same customer or for another customer. Note: This help document does not cover order entry. For a help document on entering orders, click here. 

You can create a copy of a submitted order or an unsubmitted order. See the steps below.  

Step 1: On the order entry page of the order you wish to copy, click 'Review Order'. 

Step 2: This will take you to the review page for that order. There, click 'Create a Copy'. 

Step 3: A pop-up will appear and you'll be able to select the customer you're create a copy of this order for. 

The customer selected by default will be the customer for whom the order was originally for. Once you've selected the customer you wish to create the order copy for, click 'Continue'. 

Notes: 

• If you're creating a copy for a customer other than the customer for whom the order was originally for, and the customer you're copying the order to doesn't have access to some of the items on the order being copied, those items will not appear on the order copy for the new customer. 
• If you're creating a copy for a customer other than the customer for whom the order was originally for, and the customer you're copying the order to has special pricing for some of the items on the order being copied, those items will be priced according to the customer's pricing on the order copy.  

Up Next

Click here for a help document on create standard orders (order template).

Click here for information on restricting customers' item access using standard orders.

Click here for information on setting special pricing for customers using standard orders.