Copy a sales order

Copy a sales order

Merchants often need to repeat customer orders, or produce very similar orders with slightly different products, quantities, or contact details.

Prerequisites

Clone a sales order

Cloning an order creates an exact copy of the sale.

  1. Choose an existing sales order from Sale → Sales.

  2. Select Clone at the top of the screen if this is a simple sale or service sale.

Clone an advanced sale by opening the menu next to the order number and selecting Clone.

Save a sales order as a template

Save sales order details for future sales including customer information, accounting information, shipping and billing information, order lines, and product quantities. Sales order details are saved as a template which you can then use for future orders.

Create a template by creating a new sale order or selecting a draft sale order. Fill in the document header and quote or order details, but do not authorize the sale order. Click Save as preset to save the order details as a template for future sales.

  
Use a template by creating a new sale or selecting a draft sale order. Click Select a preset… and select a saved template from the dropdown menu. This will pre-fill the sale order fields with the saved information.

  

You can apply a preset with stock items to a service sale, however, product details will not be copied. Customer, accounting, and shipping details will be filled in with preset values.

 

Select a preset and use Delete preset to remove it from your list of templates.

Create a recurring invoice or sale

Create a recurring order or invoice for customers that make the same order on a regular basis.

  1. Create a sales order by navigating to Sale → New sale or choose an existing sales order from Sale → Sales.

  2. In the document header, check the Recurring task box.  

  1. Choose the Recurring frequency from the dropdown list.

  2. Authorize the sales order and sales invoice as usual.

  3. New sales orders will be generated every recurring frequency interval from the date of the sales invoice.

  4. Fulfill and authorize these generated sales orders as usual.

To view the sales orders that are currently set to repeat, navigate to Sale → Recurring sales. Recurring invoices will be automatically generated on the date set; however, to generate one earlier, select it from the list on this screen and click Create Invoices.

  

Cin7 Core can only create invoices from the present date, not in the past. If the original invoice date and invoice frequency indicate a past date, Cin7 Core will automatically set the recurring invoice date to the closest future interval. This date can be changed if required.

For example, a recurring invoice is generated from an invoice dated 27th of April, and the current date is the 25th of October, with a monthly frequency. As the next invoice date would be the 27th of May (in the past), the next invoice will be generated on the 27th of October.

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