Question
How to copy Vehicle Customer Orders?
Answer
For some sites, it is useful to be able to copy customer orders to easily create stock records for a high volume of vehicles. The system contains a customer order functionality to enable this process to be completed quickly and easily, reducing duplication of system input.
To utilise the Customer Order Copy functionality, first, create a Vehicle Customer Order and a Supplier Order that are linked together.
This can be done by going to Vehicles > Supplier Orders > New Vehicle and raising a Supplier Order for the Vehicle. Do not bring this Vehicle into stock as part of this process.
Please Note: this process only works for New Vehicles with a Status of Supplier Order.
Then you will need to go to Vehicles > Customer Orders > Create and create a Customer order for the Vehicle you've added as a Supplier Order.
Once the first order has been created, it can be copied using the following process: Vehicles > Customer Orders > Copy.
Once this option has been selected, the screen displays the following search fields to allow the customer order to be copied to be located:
Once you have completed the search criteria and located the customer order, double click on the line to select it. The screen will display the following page:
Complete the number of additional copies of the order that is required- up to 99 copies can be generated in one attempt, and if more than 99 copies are required, then this process can be completed as many times as necessary. Once this field is complete, select 'Create'. Alternatively, to exit without any copies being made, select the 'Cancel' option.
Once the 'Create' option has been selected, the system copies the customer order the required number of times:
The Customer Order number for the copies of the original is automatically generated by the system.
For example, copying a Customer Order with an order number of Pinewood would cause the first copy to be allocated with an order number Pinewood/02, the second copy with an order number Pinewood/03 and so on.
Please Note: If the Customer Order Approvals functionality is enabled in the system, only orders with a status of Approved will be available to copy.
Once the copies have been made, the duplicates can be viewed via either the Customer Order Report or the Supplier Order Report within the Reporting section of the Vehicles module.