Copy a Standing Order

Copying a standing order first requires that you have an existing standing order. Instructions on creating a new standing order can be found in our tutorial article Create a Standing Sales Order.

To copy the contents of a standing order from another standing order, follow these steps:

1. Access the Sales Centre then click Maintain Standing Sales Orders.
   
   
   
2. In the top left corner, select the Customer that you would like to Copy To from the drop-down menu.
   
   
   
3. Click Copy From. 
   
   
   
4. A dialogue box will appear on screen. Select the customer that you would like to copy the shadow order from using the drop-down menu.
   
   
   
5. Click OK to close the dialogue box.
   
   
   
6. The copied order contents will populate in the grid and be automatically saved.