Copy a quotation from a Profit Order management sales quotation

You can copy lines from a sales quotation, basic order, order and packing slip in Profit Order management to the quotation/cost estimate in Profit Projecten.

In a sales quotation, order or packing slip, Profit does not keep track of whether it has already been copied.

To copy from a sales quotation:

Go to: Projects / Cost estimate / Cost estimate.
Click on: New (or open an existing cost estimate).
Select the entry layout. Cost estimate.
Select the project..
Click on the action: F5. Select.
Click on the action: Copy sales lines.
This action copies the sales lines to the cost estimate. Profit does not copy custom fields to the cost estimate.

You now see the filter fields.
In Order type, select whether you want to copy a sales quotation, basic order, order or packing slip.
In Number, select the order of the current contact from which you want to copy the order lines.
The Selection on debtor check box is selected by default. This means that Profit takes into account whether Sales contact is selected. If this check box is deselected, you see all the orders for all sales contacts that satisfy the filter criteria.
If necessary, select another Sales contact or deselect the Selection on debtor check box to be able to copy lines from orders from all sales contacts.
Enter a value in: Currency.
If required, select date limits in Date from and Date up to and incl.
Click on: Next.
Now you only see the orders that are part of the entered selection.
Select the orders from which you want to copy order lines.
Click on: Next.
Select the lines from the orders that you want to include in the new order.
Click on: Next.
If necessary, you can change the factor.
You can influence the number of units in the order(s) by using a factor. The default factor in Profit is 1. If required, you can change the suggested factor. You can enter a positive or a negative factor.

Example: of 'Use the factor when copying order lines'

Thus, if you enter a factor of 2.00 when copying order lines, Profit multiplies the number of units in the order line(s) to be copied by 2.

You can also use this action to quickly add a credit note for an order. Use the factor -1 for this. You then copy the order lines from the selected order and Profit multiplies the quantities by -1 so that all quantities are negative.
Select the Redetermine prices check box if you want to recalculate the prices in the copied order lines based on the prices that are applicable for the sales contact for whom you are adding the order.
If you do not select this check box, Profit copies the price from the source line.
Select the Stipulate line discounts again check box if you want to recalculate the discounts in the copied order lines based on (any) discount applicable for the purchase contact for whom you are adding the order.
Note:

If you do not want to redetermine the line discount, Profit copies any discount from the source line. The discount percentage is always copied to the order line and, based on this, the discount amount is recalculated.
Select the Redetermine warehouse check box if you want to be able to change the selected order lines from the order you are creating (the warehouse field in the header of the sales order). If you are working with multiple warehouses and you do not select this check box, stock differences can arise.
This check box therefore determines whether the order lines you select must be changed from the warehouse on the order being copied or from the order you are creating.
Click on: Finish.