Create a copy of a transaction

The create copy feature is a quick and easy way to copy a sale transaction that has a lot of detail and is usually the same for each customer. Just record the sale transaction for the first time, then go to the sales register, highlight it and then click create a copy. The following fields will be copied to a new sale when you click Create Copy:

■	line items

■

quantity

■	description

■	job allocation

■

notes

■	attached documents

■	referral source.

Any payments that have been applied to the original sale will not be copied over to the new sale.

The promise date, customer po#, and shipping details assigned to the original sale will not appear in the new sale.

The tax code that is linked to the new customer card will be used on the new sale.

The customer and journal memo used on the new sale will be determined by the selections made in the Create Copy window.

If you select the option Use Customer Defaults in the Create Copy window, the comment, shipping method and delivery status fields will be based on the customer card information.

If you do not select the option Use Customer Defaults in the Create Copy window, additional fields such as; shipping details, delivery status and credit terms fields will be copied to the new sale from the original.

To create a copy of a sale

■	Go to the Sales command center and click Sales Register. The Sales Register window appears.

■	Select the sale, quote, order, web store order or credit memo you want to copy.

■	Click Create Copy. The Create Copy window appears.

■	Select the customer for the new sale and enter a journal memo, if needed.

■	Select Use Customer Defaults if you want the defaults selected on the customer card to apply to the new sale.

■	Click OK. The new sale will appear. You can make any changes necessary before recording the new sale.

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