Duplicate
The Duplicate action clones an existing costing so you can reuse templates, currencies, and pricing scaffolding across customers, departments, or regions. Open the blue duplicate icon to launch the sidebar, tweak fields such as account manager or terms, then confirm to create the new record. Carried values accelerate setup while still letting you correct identifiers before save. Duplication suits new seasons, channel-specific price revisions, or customer variants that share the same cost structure. Always refresh identifiers, currencies, and terms immediately so each cloned cost sheet remains traceable to its own context.
Core Actions
These actions are available to users with access to the costing record and allow you to create a copy of an existing costing.
| Feature | Description |
|---|---|
| Initiate Duplicate | Open an existing costing record and click the blue duplicate icon (first icon in the top action bar, above the style image). A sidebar titled Duplicate Costing will appear. (Available to users with costing edit access) |
| Configure Fields | Review and update the fields in the sidebar before creating the copy. This includes Account Manager, Template, Buy Terms, and other attributes that may need to differ from the source costing. (Available to users with costing edit access) |
| Confirm Duplicate | Click Duplicate in the sidebar to generate the new record. The new costing will be created with the modified values and any data carried over from the source. (Available to users with costing edit access) |
Fields to Configure
The following fields can be reviewed and updated in the Duplicate Costing sidebar before creating the new record.
| Field | Description |
|---|---|
| Account Manager | Select the person responsible for this costing. |
| Template | Choose the template to structure the duplicated record. |
| Buy Terms | Set trade terms (e.g., FCA, FOB). |
| Buy Currency | Choose the currency for purchasing. |
| Sell Price & Currency | Define the sell price and output currency. |
| Customer & Department | Select the customer and department for allocation. |
| Freight In | Select the freight option applicable to this costing. |
| Other Costs | Input any additional cost of sales. |
Important Notes When Using Duplicate
Post-Duplication Tasks: Don't forget to assign the duplicated costing to a style or sales order afterward.
Template Fields: Adjust currency and department as needed—template fields are editable before confirming the duplicate.
Best Practices
Use for Seasonal Updates: Use duplication when working with seasonal updates or channel-specific pricing.
Verify Carried-Over Data: Templates, pricing, currencies, and optional cost fields are carried forward. Always verify that carried-over values are correct for the new costing before confirming.
Assign After Duplication: Assign the duplicated costing to a style or sales order as soon as possible to ensure it is properly linked in your workflow.