Copy order

  • Updated

Introduction

You can copy an existing order in TRAEDE, either for the same customer or a different customer. When an order is copied, all products from the original order will be included, but the new order will start as a draft, allowing you to make changes before approval.

How to Copy an Order

  1. Open the order you want to copy.
  2. Click on More Actions in the top right side.
  3. Select Copy Order from the dropdown.
    Skærmbillede 2025-02-24 kl. 20.56.59.png
  4. Choose the customer for the new order. You can select the same customer or a different one.
  5. Select the currency for the new order.
  6. Click Copy Order to create the new order.
    Skærmbillede 2025-02-24 kl. 20.58.22.png

Important Notes

  • The copied order will appear as a draft, meaning it is not yet approved.
  • You can edit the order before approval, including:
    • Adding or removing products.
    • Changing the customer address.
  • Once the order is ready, click Approve Order to finalize it.

This process makes it easy to duplicate orders for repeat customers or create similar orders for different customers while allowing modifications before confirmation.

 

 

 

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