Copying a Sales Order

You can copy sales order information such as, account, billing, shipping and product information.

To copy

  1. Open the Sales Order Detail view for the campaign that you want to copy.
  2. Click CopyClosed.

The Insert Sales Order dialog box appears and several boxes contain default informationClosed.

  • Account
  • Type
  • Status
  • Billing contact and address information
  • Shipping contact and address information
  • Products
  1. You can change the copied information if necessary, and then complete the remaining information boxes.
  2. Click SaveClosed.

Related Topics

Adding Sales Orders

Using the Sales Order Detail View



What's New in this Release


For a list of new features, see the What's New In This Release topic.

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