How to copy Sales Order in Sage 100

By | December 30, 2013

In Sage 100, while creating a New Sales Order, the system provides an option to copy the details of any Order to ease the Data Entry for the User. This is done by using the “Copy From” feature of Sage. Copy From feature can be used to copy the exact details, discounts, extended description, etc. into a New Sales Order.

Users can use the Copy From feature to enter a Sales Order or Quote. This feature can save time during Sales Order Entry.

To use this, the user should simply click the Next Number (#) button for the next Sales Order Number. After the selection of the number, the page refreshes and provides an enabled “Copy From” button on the screen.

Copy From feature to enter a Sales Order or Quote

On clicking the Copy From button a Lookup window appears which provides different Select options like:

  • Existing Sales Order
  • Quote History
  • Invoice history
‘Copy from’ dropdown

Once we select any above options; e.g here we selected Sales Order in ‘Copy from’ dropdown – another dropdown ‘Order Type’ appears with below options

  • Standard Order
  • Master Order
  • Repeating Order
  • Price Quote
  • Back Order 

As per the selections in the “Copy From” and “Order Type” fields, user gets option to search the desired Record to Copy From Number look up.

Sales Order module

Finally, on processing the selection, data is copied from the record and is populated for the New Sales Order. After we have the information in the Sales Order module, the user can edit any information if required.
However, users can create a new sales order from existing one in just a few clicks!

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