In this tutorial, you'll learn how to copy an order in Business Hub. Copying an order can save you time by allowing you to duplicate existing orders with similar details, making it easier to process repeat or similar orders efficiently. Follow these steps to streamline your order management process.
Prerequisites
- You must have Administrator, Sales Manager or Sales Team permission to use this feature.
To copy an order:
- Log into your DecoNetwork website.
- Browse to Business Hub > Orders.
- Click View to load the order you want to copy.
- Click on Copy Order.
A Copy Order popup will be displayed allowing you to choose an option.
- Copy as Quote: will make a copy of the order and at the same time convert it back to a quote.
- Copy as Order: will make a copy of the order.
- Select an option.
- Click Okay.
A Copying Order progress popup will be displayed.
- Click OK.
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