How To: Copy a Sales Order for the Same Customer
Table Of Contents
If you regularly receive repeat orders from a customer, you can quickly create a new sales order by copying an existing one. This saves time by carrying across most of the order information while allowing Khaos Control to re-evaluate key fields that may have changed since the original order was created.
Copy a Sales Order
- Open the original Sales Order.If required, see (show me how).
- Open the Other Actions menu by:
- Pressing F9, or
- Clicking the drop-down arrow on the toolbar.
- Select Copy Sales Order (Same Customer).Tip: If you opened the menu using F9, you can press 9 to select this option.
- In the confirmation window, click Yes.
- Khaos Control will create a new sales order for the same customer.
What Happens When the Order Is Copied?
Most information from the original sales order is copied to the new order. However, certain fields are deliberately re-evaluated to ensure that the new order reflects the customer's current settings and information.
Addresses and Contacts
If the original sales order uses an address or contact that has since been marked as inactive, Khaos Control automatically replaces it with the customer's current default address or contact.
Note: This applies when copying a Sales Order or Credit Note for the same customer.
Fields That Are Not Copied
The following information is not copied to the new sales order:
- Sales Order code
- 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
Stock Item Information Re-evaluated
Stock lines are copied, but Khaos Control reassesses certain values for each item, including:
- Tax rates
- Back orders
- Quantities sent
- Quantities returned
This helps ensure the copied order reflects the current status of the customer and stock items.
Examples of Information That Is Copied
The following information will typically be copied to the new sales order:
- Stock items (excluding the fields listed above)
- Quantities ordered
- Agents
- Branding
- Keycode
- Payment method
Note: The payment method from the original sales order is copied to the new sales order, even if the customer's current payment terms have changed. For example, a pre-payment order copied to a new sales order will retain the original payment method.
Result
A new sales order is created for the same customer using the original order as a template. This can significantly reduce data entry for repeat orders while ensuring important customer, pricing and tax-related information is refreshed where required.
Tips
- Review the copied order before processing it to ensure prices, tax settings and delivery details are correct.
- Check any reassessed stock lines, particularly where back orders or returns may affect availability.
- If the customer record has been updated since the original order was created, the copied order will use the latest customer information where applicable.