Copy Sales Quote Lines & Notes to an Existing Sales Order or to Another Existing Quote

You can copy selected lines from a Sales Quote, including the pricing information and the notes for Client and Internal Notes, to an existing Sales Order. You can also copy a Sales Quote line to another existing Sales Quote.

Copying Quote lines to an Order differs from converting a Quote to an Order in that it allows you to copy selected lines from a Quote to an existing Sales Order. You cannot create a new Sales Order in this process, and the Quote will not be marked as Won.

Similarly, to copy a Quote line to another Quote, the destination Quote must already exist.

To do this:

• Start at Sales > Quotes and select the Quote you want.
• Tick the lines you want to transfer, or Select All for all lines.

On the right of the screen:

• Click the arrow beside the x selected items button.
• Click Add x lines to a sales order to copy the lines to an existing order, or;
• Click Add x lines to a sales quote to copy the selected lines to another existing quote.

In the Copy selected items to sales order window, or the Copy selected items to sales quote window:

• Select the Sales Order or Sales Quote to copy the selected lines to and click Confirm.

In the destination Sales Order, you can now see the lines you have copied from the original Quote, complete with any notes from the lines.

In the destination Sales Quote, you can now see the lines you have copied from the original Quote with complete with any notes from the lines.