RELATED IDEAS
Copy details for a sales order and invoice
We receive multiple orders of the same product from a customer that have different order numbers and job numbers and sometimes quantities. They are required to be kept separate and invoiced separately, so we are entering the same item numbers in multiple sales orders. If were able to choose a sales order to copy and just change the order number would be a great time saver.
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ADMIN RESPONSENov 12, 2021
Hi Kerrie. The way to achieve this is to create a memorised transaction of the order and set to Don't remind me so it doesn't create automatically. Once you create a sales order from your memorised transaction list, make the changes you need to order number, quantities etc.. and save.
The problem is we don't know they are going to be repeated as they sometimes order the same days or weeks apart. Then they may order 3 the same sporadically, then different ones the same again sporadically. They are our biggest customer so we would soon have a big list of memorised transactions if we done it that way.