How To: Copy a Sales Order for the Same Customer

A sales order can be copied for the same customer. Some fields are not copied, see lists below.

  1. Open the original Sales Order, see Open a Sales Order screen (show me how).
  2. Press F9 or clicking the down arrow immediately to the right of the to open the 'Other Actions' menu.
  3. Click on option 8 Copy Sales Order (Same Customer) or press 9 if you used F9.
  4. In the Confirm popup click on Yes to copy the sales order for the same customer.
  5. The sales order will be created for the same customer.


  • The fields that have not been copied are in the list below. The system will re-evaluate them for each customer, even the same customer in case changes have been made to the customer information between the old sales order and the new copied sales order.
  • When a sales order (or credit note) is copied to the same customer, if the address and/or contact on the order is now inactive, then the system will automatically update the details with the current defaults.

Fields not copied

  • Sales Order code
  • Sales order dates (created and delivery)
  • Invoice Priority
  • Pre-payment amount
  • Pay code
  • Associated reference
  • Courier
  • Date sent
  • Taxable status
  • Stock items: the system will re-evaluate the stock items on an individual basis, for example, tax rates, back ordered items, quantity sent and returned.
  • Price List prices

Examples of fields copied

  • Stock Items (less the above mentioned fields)
  • Stock quantity ordered
  • Agents
  • Branding
  • Keycode
  • Payment method
    Note: the payment method used for the existing sales order will be copied over to the new one, even if they are different payment types, e.g. pre-payment and account.

See Also

Did you find this article helpful?