Users with the appropriate permissions can now bulk duplicate existing quotes from the Quotes section in Point of Sale. The new Bulk Complete Copy option allows users to create up to 50 copies at once while retaining key customer, job, shipping, pricing, tax, referral, sales tag, and line-item information. Quote-specific details such as payments, delivery schedules, inventory allocations, and audit history are not copied, making it easier to quickly create multiple quotes from an existing quote.
SOP: Create Multiple Copies of an Existing Quote
Objective
This SOP explains how to quickly generate multiple duplicate quotes from an existing quote. It helps users save time by reusing quote details while avoiding the need to rebuild each quote from scratch.
Key Steps
1. Open the Existing Quote 0:01
Navigate to the Quotes section.
Open the quote you want to duplicate.
Confirm that the quote contains the correct customer and line item information before copying.
2. Select the Bulk Complete Copy Option 0:10
On the quote screen, locate the Bulk Complete Copy of Quote option next to the Copy Quote button.
Click this option to begin the duplicate-creation process.
3. Enter the Number of Copies Needed 0:20
In the prompt, enter how many copies you want to create.
You can create up to 50 new copies of the original quote.
Review the number carefully before proceeding.
4. Review What Will Be Copied 0:27
The new quotes will retain key information from the original, including:
Customer
Job
Ship-to information
Terms
Tax information
Referrals
Sales tags
Quote line items, including miscellaneous items
Verify that these are the details you want duplicated.
5. Understand What Will Not Be Copied 0:45
The following quote-specific items will not be copied:
Payments
Delivery schedules
Inventory allocations
Audit history
Use this step to confirm that sensitive or quote-specific data will not carry over.
6. Create the Copies 0:55
Enter the desired number of copies in the How Many Copies field.
Click Create Copies.
Review the confirmation message showing how many new quotes will be created.
7. Confirm the Action 1:07
Click Confirm to finalize the duplicate creation.
Wait for the system to generate the new quotes.
Use the provided links to open each newly created quote as needed.
8. Use the Duplicated Quotes 1:16
Access each new quote through the links provided after creation.
Make any quote-specific edits needed for the new customer or job requirements.
Use duplicated quotes to speed up quoting while avoiding manual recreation.
Cautionary Notes
Do not exceed 50 copies in a single action.
Review the original quote carefully before copying to avoid duplicating incorrect customer or line-item data.
Remember that payments, delivery schedules, inventory allocations, and audit history are not copied and must be added separately if needed.
Confirm the copy count before clicking Confirm to avoid creating too many quotes.
Tips for Efficiency
Use bulk copy when creating multiple quotes with the same structure to save time.
Double-check the original quote once, then duplicate it instead of rebuilding each quote manually.
After copying, update only the fields that need to change for each new quote.
Keep a naming or tracking convention for the new quotes so they are easy to identify later.