Visma eAccounting Smart
Copy order
Copying an order is a time saver if you for example need to send several similar orders to different customers. If the order has the status Completed, you can no longer edit it. In such cases, copying the information to a new order, making your changes and resending it could be a good option.
- Choose Sales - Orders.
You can copy orders that are found under Drafts, Orders in progress and Invoiced orders.
- Select the order you want to edit from the list.
- Select Actions - Copy to create an order based on all information from the copied order.
- Make any necessary changes to the order.
- Do one of the following when you are finished with the order:
| Send order confirmation by e-mail | The order is automatically sent to the email address specified for the customer in the customer register. The order is saved under Orders in progress and is given the status Processing. |
| Create order confirmation PDF | The order is saved as a PDF and you are notified that it is ready for printing. The order is saved under Orders in progress and is given the status Processing. |
| Save draft | The order is not sent to the customer, but instead saved under Drafts. |
Related topics
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Orders |
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Create order |
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Create order from quote |
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Create a back order |
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Complete order |
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Print a delivery note |
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Create invoice from order |
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Create article |
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Add/change or delete logotype |