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Copy a basic order from a sales order

From an order you can copy a basic order. In this case the data from the selected basic order is copied to the sales order.

You can copy over a basic order that was added specifically for a sales contact or you can copy over a basic order in which no sales contact has been added.
Alternatively, you can also copy over order lines from the basic order or a different order.

To copy a basic order from an order:

  1. Go to: Order Management / Sales process / Sales order.
  2. Click on: New
  3. If multiple entry layouts are available then select an entry layout.

    You now see the entry layout.

  4. Enter the Order number if you are not using auto numbering.
  5. Select a value forSales contact.
  6. Select the basic order that you want to copy in Corresponding basic order. You only see the basic orders that are applicable.
  7. Click on: Finish

Directly to

  1. Add a sales order
  2. Add a sales order manually
  3. Add a sales order quickly by copying lines
  4. Copy a basic order to a sales order quickly
  5. basic order
  6. Add an order quickly from a basic sales order
  7. Add a sales order to multiple warehouses
  8. Add a sales order for a product range check
  9. Add a sales order with a price agreement
  10. Import sales orders

Process

Sales order

Work area

sales