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Duplicating Quotes

You can quickly duplicate any selected Quote by clicking on the Duplicate Quote under Tools menu (click the Tools button to open the Tools menu).  This is a great feature if you need to constantly enter Quotes that are the same or similar to other Quotes. When you click the Duplicate Quotes button on a selected Quote, a Duplicate mini form with two options will pop up.

Use the latest prices, discounts and taxes. - Discounts, prices and taxes set from the Inventory Item form will be used.

Copy the prices, discounts and taxes from the original. - Discounts, prices and taxes from the selected order will be copied.

 

A message box will open asking if you want to duplicate the selected transaction right after OK button from the mini form was clicked.  If you choose to duplicate it, a new Quote will be created based on the current Quote selected.  After the add Quote has successfully been duplicate another message box will appear displaying the Quote Number assigned to it.  You will then be asked if you want to view the add Quote.  If you choose 'Yes' you will be moved to the add Quote.

 

Everything in the add Quote will be duplicated except for the Date field, which will be entered with today's date and the Quote Number field, which will be incremented with the next Quote Number from the Starting Numbers form.

 

Duplicating Quotes have no affect on anything at all in the program.  You can duplicate a Quote and then delete it and it would be like you never duplicated it to begin with.

 


Related Topics

Quotes

Orders

Invoices