How to copy a Purchase Order from an Existing Purchase or Sales Order

1. Click on the Purchase Tab on the top Navigation panel.

2. Click on "+ Purchase" to create a new purchase document. 

3. A pop will appear. Here, the user can select whether to create a Request for Quote, or Purchase Order. 

4.  Once we know the option we need in step 3, the user have to decide if they need to copy from and existing Sales or Purchase, and select "Copy" (No the copy in green, the copy next to New).

5.  In "From", click on "..." and select the sales or purchase document they want to copy from. 

6. The user then, needs to enter a new order number under the "To" text box. 

7. Click on "Copy" (Green box). 

8. All the relevant information will now be copied to the new document, and the user can amend and fill as they need.

TO QUICKLY CREATE A NEW PURCHASE ORDER FROM AN EXISTING PURCHASE ORDER

A new "COPY" icon (as shown below) has been introduced under the "ACTION" tab column for Purchase Order List.

First, find the desired Purchase order from which you want to copy the data, once found click on the "COPY" icon against that Purchase order.

It will pop-up a new window to add the new Purchase order number, once added click on the "Copy" button.

Now, a new Purchase order will be opened with the previous Purchase data.

kindly, amend the details accordingly an save the order.