Create a sales order by copying and editing

Available in Microsoft Office Accounting Professional 2009 only.

If you often sell the same items to the same customer or want to create a sales order that is similar to an existing one, you do not have to enter all the information each time. You can create a new sales order by copying any saved sales order and editing the copy.

Note: If you copy and edit a sales order to send it to a different customer, the prices and tax are recalculated for the new customer.

  1. On the Customers menu, point to Customer Lists, and then click Sales Orders.

  2. Double-click the sales order that you want to copy.

  3. On the File menu, click Copy and Edit.

    The new sales order opens with the customer information and line items from the original. It has a new number, the date is set to the current date, and the status is set to Not Invoiced.

  4. Enter the information on the Sales Orderform.

  5. On the toolbar, do one of the following:

    • To close the form, click Save and Close.

    • To create another sales order, click Save and New.

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