Copying an order can streamline the process of entering a repeat order.
The Copy Order process in FDM4 makes it easy to recreate the exact same or a similar order for a customer. This trick also comes in handy if an order gets locked outside normal business hours and your CRR is not able to unlock it for you. Follow these steps:
- Start a new order in FDM4
- Select the Order Type and complete out the Order Information Screen per usual
- Once on the Style Entry Screen, click the Main tab > Hamburger > Copy Order
- The Copy Order screen will appear. Click Search to view all past orders for this customer.
- Select an order from the list that contains the items you wish to copy to the new order.
- On the line items section, click Toggle next to each item you wish to copy, or click Toggle All to add items from the original order.
- Click Apply Selection to bring the selected items to the new order.
- To view the new order, click Show Order Lines from the Style Entry screen and if necessary, click edit the make adjustments to the order quantities.
- Continue the order as usual and Review & Complete when done.
This function will not carry over pricing nor will it work for orders starting with an M or previously ordered from a Manufacturer.