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Create a quotation using copy

About creating a quotation using copy

You can copy an existing quotation or sales order and then amend the information to suit. The default cash account cannot be used.

You can copy a quotation or order and apply a different customer to the copied quotation.

If you choose a different customer account to the original quotation or order, any analysis codes on the order that were set to default to the customer account, will change to the default analysis codes for the new customer.

Note: Payment details, quotation number and dates are not copied.

To create a quotation using copy

Open: Sales Order Processing > Quotations > Enter New Quotation.

  1. Click Copy Quotation.
  2. Select whether you want to copy the information from another Quotation or from an Order.
  3. Select the Quotation no or Order no you want to copy the information from.
  4. Select the customer from the A/C ref drop-down list.

  5. Select Copy quotation prices and discounts to use the same prices and line discounts, as well as the order line items and quantities.

    Clear this option to use prices and discounts from the Price Book.

  6. Click OK.
  7. Edit the details as required.
  8. Click Save to confirm the quotation.
See also

What do you want to do?

Amend quotations

Reference

Price Book

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