Copying a Sales Order

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

To copy a Sales Order:

  1. Access the Sales Order detail view of the required campaign to copy.
  2. Click Copy.
  3. Specify this information:

    The Insert Sales Order window is displayed and several fields contain default information.

    • Account
    • Type
    • Status
    • Billing contact and address information
    • Shipping contact and address information
    Note: You can change the copied information if required and then specify the remaining information fields. See Sales Order Information Fields
  4. Click Save.
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