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 (Copy).
  3. Specify this information:

    The Insert Sales Order dialog box appears and several fields contain default information.

    • Account
    • Type
    • Status
    • Billing contact and address information
    • Shipping contact and address information
    • Products
  4. You can change the copied information if necessary, and then complete the remaining information fields.
  5. Click (Save).
Parent topic: What Are Sales Orders?
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