How to Duplicate a Quote or Sale
This article will explain how to duplicate an existing quote or sale in SalesPRO. Orders cannot be duplicated.
To duplicate a quote or sale:
- Click the Quotes or Sales icon on the Home tab.
- Highlight the quote or sale you want to duplicate.
- Click the drop-down arrow on the Create Quotes or Sales icon.
Duplicate. If you are duplicating a Sale, you have the option of
changing the category back to a Quote, keeping all other information the
- Go to the list of Quotes/Sales, and edit the desired entry.
a sale with a payment attached is duplicated, the payment information
is dropped, and the balance is reset to the original total.
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 ...
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: ...
Preview of a Quote or Sale does not reflect the same totals as Order Entry
Summary When working on a quote or sale you notice that a preview of the quote or sale doesn't reflect the same totals as the Order Entry page. This can occur when the following conditions exist: The quote or sale includes a customer promotion, given ...
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 ...
Duplicating 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 From Home tab, click on Quotes. From the ...