This article will explain how to duplicate an existing quote or sale in SalesPRO. Orders cannot be duplicated.
To duplicate a quote or sale:
- Click the Quotes or Sales icon on the Home tab.
- Highlight the quote or sale you want to duplicate.
- Click the drop-down arrow on the Create Quotes or Sales icon.
- Select Duplicate. If you are duplicating a Sale, you have the option of changing the category back to a Quote, keeping all other information the same.
- Go to the list of Quotes/Sales, and edit the desired entry.
If a sale with a payment attached is duplicated, the payment information is dropped, and the balance is reset to the original total.
- SalesPRO Software