How can I create a duplicate/copy of a Sales Order?

If you have already created a sales order that you need to duplicate (maybe your customer has a standing order, or you’re selling the same package to 3 different people) you can duplicate the order very easily:

  1. Click Copy and choose Copy SO.
  2. Change the Customer name if necessary.
  3. Click Save.

This will allow you to avoid having to repeat selection of many items or re-creating your order each month.