When working with similar transactions and objects, using the copy functionality can be convenient. For instance, you can create multiple identical Sales Orders and then assign different counterparties to them, or copy similar products and modify only the Name and Supplier Code in the product cards.
It is possible to copy both transactions and objects from the lists. Let’s explore the copying process using a Sales Order as an example.
Copy transactions from the list
- In the Kladana workspace, navigate to Sales → Sales Orders.
- Use the checkboxes to select one or more desired orders.
- Click Edit and choose Copy from the dropdown menu. The copied orders will appear in the list. You can edit them further if necessary.
Copy a transaction from the transaction card
- In the Kladana workspace, select Sales → Sales Orders.
- Open the desired order.
- Click Edit and choose Copy from the dropdown menu.
- Click Close to return to the Sales Orders list. The copied order will appear in the list. You can edit it further if necessary.
Additionally, you can merge transactions and counterparties.