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Clone Order as Quote
Clone Order as Quote

Cloning order as quote

Updated over a week ago

Description

This document explains how to clone order as Quote.

Detail Steps

  1. Login to WMS.

  2. Go to Sales Register.

  3. Find the sale you want to clone.

  4. Highlight sale.

  5. Right click and select Clone Order as Quote...

  6. Edit Quote screen will open.

  7. Click Update Quote or Update Sale Order.

Workflow Restrictions

  • If USER cancel the quote then quote will show 'CANCEL' status in the register . If the Superuser deletes the quote then it will be removed from the system.

  • If user encounter alert "This User profile has restricted access to this action" then ensure user privilege "Clone Sale Quotes" is ticked under Tools > User Management. After setting change user might need to restart WMS.

Related Information

None

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Combining Sale Orders
Updating Closed Sales
Create, Edit, and Clone Purchase Orders
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