{"id":9080,"date":"2014-10-31T06:47:35","date_gmt":"2014-10-31T06:47:35","guid":{"rendered":"http:\/\/www.greytrix.com\/blogs\/sagecrm\/?p=9080"},"modified":"2023-10-04T06:51:40","modified_gmt":"2023-10-04T06:51:40","slug":"clone-quotes-and-orders-in-sage-crm","status":"publish","type":"post","link":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2014\/10\/31\/clone-quotes-and-orders-in-sage-crm\/","title":{"rendered":"Clone Quotes and Orders in Sage CRM"},"content":{"rendered":"<p>A user often comes across business requirements where they need to create same type of orders multiple times. To avoid creating same type of orders repeatedly, users can make use of Clone Order\/Quote functionality which is a standard Sage CRM functionality. \u00a0To clone Quotes\/Orders, users can follow below steps:<\/p>\n<p style=\"text-align: center;\"><strong><span style=\"color: #993300;\">New Stuff<\/span>:\u00a0<a title=\"GUMU for Sage CRM \u2013 Sage 100 Integration DOs and DON\u2019Ts\" href=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2014\/10\/18\/gumu-for-sage-crm-sage-100-integration-dos-and-donts\/\" target=\"_blank\" rel=\"noopener\">GUMU for Sage CRM \u2013 Sage 100 Integration DOs and DON\u2019Ts<\/a><\/strong><\/p>\n<p>1. \u00a0 Select Quote\/Order which you want to clone.<br \/>2. \u00a0 From the right hand side button group, click on Clone button (as highlighted in below screenshot).<\/p>\n<p style=\"text-align: left;\"><a href=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2014\/10\/CloneQuotes.png\"><img fetchpriority=\"high\" decoding=\"async\" class=\"aligncenter size-large wp-image-9082\" src=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2014\/10\/CloneQuotes-1024x585.png\" alt=\"CloneQuotes\" width=\"595\" height=\"339\" \/><\/a><\/p>\n<p style=\"text-align: left;\">On clicking, a new Order\/Quote will be created with same order header data and same line items.<\/p>\n<p style=\"text-align: left;\"><a href=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2014\/10\/CloneQuotes2.jpg\"><img decoding=\"async\" class=\"aligncenter size-large wp-image-9083\" src=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2014\/10\/CloneQuotes2-1024x582.jpg\" alt=\"CloneQuotes2\" width=\"595\" height=\"338\" \/><\/a><\/p>\n<p style=\"text-align: left;\">Using this functionality, users can save lot of time and effort on creating Quotes\/Orders. Clone functionality will create quote\/order under same company and opportunity. \u00a0This functionality can also be useful while using GUMU for Sage CRM &#8211; Sage 100 integration. \u00a0For ex. In GUMU integrated system, user can promote order from Sage CRM to Sage 100. So if any Sage CRM user creates one type of order repeatedly, then user can just clone previous order (Non-promoted order) and can promote it to Sage 100. Please note that in GUMU integrated system, user can clone only non-promoted orders and then can promote them to Sage 100.<\/p>\n<p style=\"text-align: left;\">\u00a0<\/p>\n\n\n<p><\/p>\n","protected":false},"excerpt":{"rendered":"<p>A user often comes across business requirements where they need to create same type of orders multiple times. To avoid creating same type of orders repeatedly, users can make use of Clone Order\/Quote functionality which is a standard Sage CRM functionality. \u00a0To clone Quotes\/Orders, users can follow below steps: New Stuff:\u00a0GUMU for Sage CRM \u2013\u2026 <span class=\"read-more\"><a href=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2014\/10\/31\/clone-quotes-and-orders-in-sage-crm\/\">Read More &raquo;<\/a><\/span><\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[192,332,337],"tags":[689,690,767,768,1243,1286,1719,1720,1861,1865],"class_list":["post-9080","post","type-post","status-publish","format-standard","hentry","category-integration-sage-crm","category-sage-crm","category-sage-crm-7-2","tag-clone-order","tag-clone-quote","tag-copy-order","tag-copy-quote","tag-gumu-clone-order","tag-gumumas","tag-order","tag-order-cloning","tag-quote-cloning","tag-quotes"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v26.3 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>Clone Quotes and Orders in Sage CRM - Sage CRM \u2013 Tips, Tricks and Components<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2014\/10\/31\/clone-quotes-and-orders-in-sage-crm\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Clone Quotes and Orders in Sage CRM - Sage CRM \u2013 Tips, Tricks and Components\" \/>\n<meta property=\"og:description\" content=\"A user often comes across business requirements where they need to create same type of orders multiple times. To avoid creating same type of orders repeatedly, users can make use of Clone Order\/Quote functionality which is a standard Sage CRM functionality. \u00a0To clone Quotes\/Orders, users can follow below steps: New Stuff:\u00a0GUMU for Sage CRM \u2013\u2026 Read More &raquo;\" \/>\n<meta property=\"og:url\" content=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2014\/10\/31\/clone-quotes-and-orders-in-sage-crm\/\" \/>\n<meta property=\"og:site_name\" content=\"Sage CRM \u2013 Tips, Tricks and Components\" \/>\n<meta property=\"article:published_time\" content=\"2014-10-31T06:47:35+00:00\" \/>\n<meta property=\"article:modified_time\" content=\"2023-10-04T06:51:40+00:00\" \/>\n<meta property=\"og:image\" content=\"http:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2014\/10\/CloneQuotes-1024x585.png\" \/>\n<meta name=\"author\" content=\"greysagecrm\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:label1\" content=\"Written by\" \/>\n\t<meta name=\"twitter:data1\" content=\"greysagecrm\" \/>\n\t<meta name=\"twitter:label2\" content=\"Est. reading time\" \/>\n\t<meta name=\"twitter:data2\" content=\"1 minute\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\/\/schema.org\",\"@graph\":[{\"@type\":\"WebPage\",\"@id\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2014\/10\/31\/clone-quotes-and-orders-in-sage-crm\/\",\"url\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2014\/10\/31\/clone-quotes-and-orders-in-sage-crm\/\",\"name\":\"Clone Quotes and Orders in Sage CRM - Sage CRM \u2013 Tips, Tricks and Components\",\"isPartOf\":{\"@id\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/#website\"},\"primaryImageOfPage\":{\"@id\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2014\/10\/31\/clone-quotes-and-orders-in-sage-crm\/#primaryimage\"},\"image\":{\"@id\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2014\/10\/31\/clone-quotes-and-orders-in-sage-crm\/#primaryimage\"},\"thumbnailUrl\":\"http:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2014\/10\/CloneQuotes-1024x585.png\",\"datePublished\":\"2014-10-31T06:47:35+00:00\",\"dateModified\":\"2023-10-04T06:51:40+00:00\",\"author\":{\"@id\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/#\/schema\/person\/e7ff1c8f4763b47730d6bc5e74d59c1f\"},\"breadcrumb\":{\"@id\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2014\/10\/31\/clone-quotes-and-orders-in-sage-crm\/#breadcrumb\"},\"inLanguage\":\"en-US\",\"potentialAction\":[{\"@type\":\"ReadAction\",\"target\":[\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2014\/10\/31\/clone-quotes-and-orders-in-sage-crm\/\"]}]},{\"@type\":\"ImageObject\",\"inLanguage\":\"en-US\",\"@id\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2014\/10\/31\/clone-quotes-and-orders-in-sage-crm\/#primaryimage\",\"url\":\"http:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2014\/10\/CloneQuotes-1024x585.png\",\"contentUrl\":\"http:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2014\/10\/CloneQuotes-1024x585.png\"},{\"@type\":\"BreadcrumbList\",\"@id\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2014\/10\/31\/clone-quotes-and-orders-in-sage-crm\/#breadcrumb\",\"itemListElement\":[{\"@type\":\"ListItem\",\"position\":1,\"name\":\"Home\",\"item\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/\"},{\"@type\":\"ListItem\",\"position\":2,\"name\":\"Clone Quotes and Orders in Sage CRM\"}]},{\"@type\":\"WebSite\",\"@id\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/#website\",\"url\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/\",\"name\":\"Sage CRM \u2013 Tips, Tricks and Components\",\"description\":\"Explore the possibilities with Sage CRM insights through our comprehensive blogs. 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