How to duplicate a quote or order
Summary
This article will explain how to duplicate an existing quote or order in SWCS.
More Information
To duplicate a quote or order:
- Click the View Quotes or View Orders button to display your quotes or orders.
- Highlight the quote or order you want to duplicate.
- Click the Quotes or Orders button.
- Select Duplicate. 
- Enter the new Quote or Order number.
- Click OK.
APPLIES TO
- Solatech Window Covering Software 4.2
- Related Articles
- Best practices for converting a quote to a sale to insure accurate puchase order creation- Summary The SalesPRO software creates Purchase Orders (POs) when a quote is converted to a sale.  For users who have one or more roaming workstations, it is critical that your business practices include a plan for who will be responsible for ... 
- Adding a Product to a Quote- More Information These navigation and entry instructions may not be the only way to complete the desired task.  For more in-depth explanations, any related articles will follow the instructions as links. Steps To create a line item from the ... 
- How to Edit a Quote or Sale in Solatech Focus- Summary This article explains how to edit the information in an existing quote or sale. After a quote or sale has been created, there are times that some of the information in the quote/sale might need to be changed.  This information might include: ... 
- How to Duplicate a Quote or Sale- Summary This article will explain how to duplicate an existing quote or sale in SalesPRO.  Orders cannot be duplicated. More Information To duplicate a quote or sale: Click the Quotes or Sales icon on the Home tab. Highlight the quote or sale you ... 
- How to Find a specific Quote / Sale / Order / Purchase Order- Summary: Once you have been using Solatech Focus for a while, your lists of Quotes, Sales, Orders, and Purchase Orders may begin to get a little lengthy.  Your Quote / Sale / Order / Purchase Order may also no longer show on the list because it is ...