Duplicating a Sales Quotation

This feature allows users to generate a duplicate sales quotation record. Once the user has successfully replicated the record, the status will be in draft mode, allowing them to update the transaction.

To a duplicate a record

  1. Search or read an existing transaction you want to duplicate. For more information, Click Searching & Reading an existing Sales Quotation record.

  2. Click “Duplicate” link in the upper right.

    Duplicate link

  3. After clicking the link, the system will prompt the user for confirmation to proceed or not.

    Confirmation prompt

  4. If the user wishes to proceed, click the “YES” button. Otherwise, Click “No” button.