How To: Copy a Sales Order for a Different Customer
Table Of Contents
If a sales order has been created against the wrong customer, you can copy it to another customer without having to recreate the order from scratch.
This feature copies most of the sales order information, including the stock items and quantities ordered, while automatically re-evaluating customer-specific details such as pricing, payment terms and tax settings.
Before You Begin
- The sales order can only be copied to a customer using the same currency.
- Customer-specific settings are refreshed when the new order is created.
- Certain fields are deliberately not copied and are rebuilt using the selected customer's current settings.
Copy a Sales Order to a Different Customer
- Open the original Sales Order. If required, see How To: Open a Sales Order Screen.
- Press F9 or click the drop-down arrow next to the Other Actions button.
- Select Copy Sales Order (Different Customer), or press C if you opened the menu using F9.
- In the customer lookup window, select the customer you want to copy the order to.
- When the confirmation message appears, click Yes to create the new sales order. If prompted, choose whether any associated emails should be sent.
- Khaos Control creates a new sales order for the selected customer using the copied order information.
What Is Not Copied?
The following fields are recreated using the new customer's current settings and are not copied from the original order:
- Sales Order number
- Sales Order dates (created date and delivery date)
- Invoice Priority
- Pre-payment amount
- Pay Code
- Associated Reference
- Courier
- Date Sent
- Taxable Status
- Price List prices
- Currency
Stock Item Information
Stock items are copied, but the system re-evaluates certain stock-related values, including:
- Tax rates
- Back-order quantities
- Quantities already despatched
- Quantities returned
- Other stock-specific status information
What Is Copied?
The following information is typically copied to the new sales order:
- Stock items (excluding the fields listed above)
- Quantities ordered
- Agents
- Branding information
- Keycode
- Payment method
Additional Information
- When a sales order is copied, Khaos Control reassesses customer-specific information to ensure the new order reflects the selected customer's latest settings.
- This reassessment applies even if you copy the order to the same customer, as account details may have changed since the original order was created.
- The payment method used on the new sales order will be taken from the customer record selected during the copy process.
Pre-payment Orders
If the customer's payment method has changed from an account-based payment method to a pre-payment method, you will need to manually add a payment line to the payment grid to record the pre-payment against the new sales order.