Often times it might be desirable to duplicate an existing Quote or Order to save time and effort when you are quoting the same or similar items from a previous one. This is the purpose of the Clone function.

Steps to clone an existing Quote or Order:

  1. Find and select the Quote or Order to clone.
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  3. Click the Clone icon
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  5. View the newly cloned Quote
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Cloned Quotes will have all the order items of the original record but without any of the specific order information, such as shipping dates, change history, ordered by info, etc. No order item will have any reserved or backordered amounts, nor any vendor information, if a buyout order item.