Author: Paul Henriques in: Quick Tips

FUNCTIONALITY UPDATE – Save Time Creating New Sales Orders

February 24, 2017

Save time creating new customer sales orders using the new Copy Sales Order [S2807] screen. This new functionality allows users to quickly copy an existing sales order record, with the option of retaining all of the previous information.

For example, if a customer wants the same order but shipped to alternative address. You can save time by just updating a single field instead of recreating the entire sales order.

1. Open the Copy Sales Order [S2807] screen.
2. Create a New Sales Order ID.
3. Select the Existing Sales Order ID from the drop down menu.
4. Select the customer you would like to copy the sales order to.
5. Choose Yes or No to Copy SO Details.
6. Click the Copy Sales Order button.

Copy Sales Order [S2807] screenCheck the new Sales Ordered has been copied successfully.

7. Open, Sales Order by Number [S1092].
8. Selected the Sales Order form the drop down menu.


  • Paul Henriques

    Paul Henriques is the current Manager for the Documentation and Training team at OnRamp Solutions Inc. Paul has over 15 years of experience in writing training material and documentation for various software companies. Having had to learn OnRamp ERP to better document it’s features and write training material; Paul is constantly stunned by the amount of thought that goes into each feature and the capabilities that are within the program, with features for all the various business units of a manufactory. Paul spends most of his free time keeping up to date on all the latest news and best practices for the manufacturing sector. Paul’s favorite manufacturing quote: “There is one rule for the industrialist and that is: Make the best quality of goods possible at the lowest cost possible, paying the highest wages possible.” – Henry Ford

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