Copying and Creating New Transactions

The Copy and Create a New Transaction option1 You need a service plan that includes the Copy and Create a New Transaction option. found on the toolbar and in the Sales menu in the transaction window is used to quickly copy transaction details and create a new transaction. Any information related to customer, vendor, list items, shipping, and special instructions are maintained in the new transaction.

View a list of transactions that you can copy to create new transactions 

• Purchase Orders
• Sales Orders
• Sales Invoices
• Purchase Invoices
• Delivery Orders
• Purchase Quotes
• Sales Quotes
• Goods Received Note