The Business Edge has a feature that will allow you to duplicate an Order from within Order Inquiry. If a customer asks for a duplicate of one of their previous orders, you can create a new order in just a few clicks. The Duplicate Order feature allows you to create a new Order based off an existing order even if that Order has been shipped and invoiced. When the duplicate Order is created, the system will pull over all of the previous order data including the billing and shipping information, Products, discounts, Payment Terms etc. A next consecutive Order number is assigned to the duplicated Order.
The first step is to bring the existing order up in Order Inquiry. On the right-hand side in the Additional Information is the Duplicate Order feature.
The screen below will ask you to confirm whether you would like to Duplicate this Order. If you are ready to Duplicate the Order click Ok or press escape. At this point, you have the option to answer No to Duplicate Order and the system will take you back to the Order Inquiry screen.
If you answer Yes to Duplicate Order, the system will take you to the final screen showing you the assigned Order Number. In this example, the previous order had an order number 9739 and the duplicate Order is number 9757 as seen below. On this screen you can go back to the Detail Lines, Heading Information, or the Addresses if anything needs to be changed.
Duplicate Order can also be accessed on the left-hand side menu following the path:
Order & Quote Entry System Duplicate & Merge Orders Duplicate Orders