In this video, you'll see how the new order duplication feature helps eliminate repetitive data entry by creating multiple copies of an order while preserving the information you need and leaving behind details that should remain unique. This saves time, improves consistency, and makes it easier to manage high-volume or repeat order scenarios.
SOP: Duplicate an Existing Sales Order in Point of Sale
Objective
This SOP explains how to create one or more copies of an existing order using the Duplicate Order feature in Point of Sale. It also covers what data is copied, what is excluded, and how to enable the permission required to use the feature.
Key Steps
1. Open the Existing Order in Point of Sale 0:12
Navigate to Point of Sale.
Go to the Order section.
Open the order you want to duplicate.
Confirm the order is the correct one before proceeding.
2. Use the Duplicate Order Button 0:21
Locate the Duplicate Order button on the order screen.
Click the button to begin creating a copy of the current order.
The system will prompt you to enter how many copies you want to create.
3. Review Copy Limits and What Will Not Be Copied 0:31
Enter the number of copies needed, up to a maximum of 50.
Understand that some order details will not be copied.
Not copied:
Payments
Delivery scheduling
Allocations
Already invoiced lines
Order history
4. Confirm What Information Will Be Copied 0:44
The duplicate will include key order details such as:
Customer
Job
Ship-to information
Terms
Tax
Referrals
Sales tags
All line items will also be copied, including:
Miscellaneous items
Pricing
Quantities
Sales associates
Notes
Service contracts
5. Create the Copies 1:05
Enter the number of copies needed.
You can type the number directly or use the number selector.
Click Create Copies.
Review the confirmation message showing how many new orders will be created and which original order they came from.
Click Confirm to complete the duplication.
6. Verify the New Orders 1:21
After confirmation, the system creates the new orders.
The new orders appear as hyperlinks.
Click a hyperlink to open the duplicated order and verify the details.
7. Locate Duplicated Orders in Open Orders 1:40
Go to Open Orders to find the duplicated orders.
The new copies will appear immediately after the original order that was duplicated.
Use this location to quickly review or continue working on the copied orders.
8. Enable the Bulk Copy Permission 1:52
Go to the User section.
Find the user who needs access.
Click Permissions.
In the search field, type copy.
Locate Bulk Copy Order.
Select the permission and click Save.
Cautionary Notes
Maximum copies: You can create up to 50 copies at one time.
Not copied: Payments, delivery scheduling, allocations, already invoiced lines, and order history will not transfer to the new orders.
Permission required: If the Duplicate Order button is unavailable, confirm the user has the Bulk Copy Order permission.
Verify before confirming: Make sure the original order is correct before creating copies, since the duplicated orders will inherit most order details.
Tips for Efficiency
Use duplication for repeat or similar customer orders to reduce manual data entry.
Review the copied order immediately after creation to confirm line items and customer details are correct.
If creating multiple similar orders, enter the copy quantity once instead of recreating each order manually.
Keep the Bulk Copy Order permission enabled only for users who need it to maintain control over order duplication.