Zedonkopedia

Sales Orders - Copy an existing Order

Learn how to copy an existing Sales Order for the same or a different Customer.

Locate an existing Sales Order and choose 'Copy' from the menu icon
Select the Type of Order and Customer from the drop-down menu, and select [OK]

The form will populate with the information entered in the Customer record and the Product Quantities will match the Sales Order you copied the details from

Addresses and Contacts: They pull from the Customer record. They can be amended directly on the order if your system settings allow you to do so.

For more information on adding different store, delivery and accounts addresses

Order Reference

Use this field to enter the PO number from the Customer (if applicable)

Customer Reference

This pulls through from the Customer Record but it can be added/amended directly on the Sales Order

CUSTOMER REF - This pulls through from the Customer Record

You can enter information as a default in the Customer Record, for more information, read this

Delivery Period

This pulls through from your Season Settings but it can be added/amended directly on the Sales Order

Delivery Start and Delivery Cancel: Use them if you have agreed on specific dates with your customer. When left empty, these fields don't show on the PDF

Shipper and Shipping Terms

These pull through from the Customer Record but they can be added/amended directly on the Sales Order

Order Tag

If you have created order tags in your Settings, you can assign an internal tag to the Sales Order

ORDER TAG - if you have created order tags in SETTINGS - you can give your order an internal tag

For more information on adding Order Tags

Order Priority

If you have created order priorities in your Settings and assigned to a Customer, this will automatically pull through. You can also add/amend directly on the Sales Order

Click CONTINUE

For more information on adding Customer Priorities

Payment Terms, Payment Due (days) and Bank Details

These pulls through from the Customer Record but they can be added/amended directly on the Sales Order

Comments

This pulls through from the Customer Record but it can be added/amended directly on the Sales Order

For more information on adding Customer Notes

Order Status

ACTIVE: a New Order is active by default

APPROVED: depending on the user permission, an order will be created already Approved or Not Approved, which means it will need to be approved by another user before Zedonk will include it in the calculation for production.

LOCKED: a New Order is unlocked by default. Some users have system permission to lock/unlock Sales Orders.

FORCE CLOSE: this is unselected by default. It only needs to be selected when an order is cancelled or it no longer needs to be delivered.

[Save]
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