Copy order

In this tutorial, you'll learn how to efficiently copy an order in DecoNetwork's Business Hub. Copying an order not only saves time but also ensures all data is duplicated—this includes notes between customer and staff, as well as internal notes, providing you with a seamless workflow for handling repeat or similar orders. By following these steps, you can streamline your order management process and enhance efficiency.

Prerequisites

• You must have Administrator, Sales Manager or Sales Team permission to use this feature.

To copy an order:

1. Log into your DecoNetwork website.
2. Browse to Business Hub > Orders.
3. Click View to load the order you want to copy.
   

   You can also click anywhere within a row to load the order, except on the customer name. Clicking on the customer name loads the customer record.

4. 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.
5. Select an option.
6. Click Okay.

   A Copying Order progress popup will be displayed.

   

   When copying is complete, a message will be displayed informing of the number of products reordered. If products have become unavailable since the original order was created, a warning message will be displayed informing of this and indicating the number of products that cannot be reordered.

7. Click OK.

   When copying an order, any price overrides applied to line items in the original order will be maintained in the new order.