Duplicate
The Duplicate feature allows users to create a new order by copying information from an existing order. This functionality helps maintain consistency and reduces manual data entry when managing similar orders across seasons, customers, or delivery periods.
Duplication is especially useful when multiple orders share similar styles, destinations, ship dates, or buyer structures. It streamlines the order creation process and ensures standardised field values across related records. Cloning carries forward order configurations such as colours, quantities, and many header fields so seasonal repeats or regional splits start from a known baseline. After duplicating, review members and logistics fields so the new order matches the intended factory and delivery path.
Quick Check - Before You Start
- Open the source order and confirm Duplicate is visible in the side widget.
- If you will replace the style, plan to re-check Members because supplier and style members are not copied as described in the note on this page.
How to Duplicate an Order
| Step | Action |
|---|---|
| 1 | Open the order you want to duplicate. |
| 2 | Click the Duplicate button in the side widget on the order page. |
| 3 | A pop-up window will appear, allowing you to review and edit the New Order Number and choose whether to Copy Colour and Quantities. |
| 4 | Click Duplicate to create the new order. The quantities are carried over when duplicating an order, and the Colour Quantity & Pricing section. |
Replace Style of an Order
If you want to add another style and remove the original style for that order, follow these steps:
| Step | Action |
|---|---|
| 1 | Open the order you want to duplicate. |
| 2 | Click the Duplicate button in the side widget on the order page. |
| 3 | In the pop-up window, search for and select the new style you want to use. |
| 4 | Review and edit the New Order Number and choose whether to Copy Colour and Quantities. You can also use the Replace with New Style Colour dropdown to select the specific colourway you want to include in the duplicated order. |
| 5 | Click Duplicate to create the new order. |
Agent, Factory and Member Assignment When Replacing Style
When you duplicate an order and assign a different style to it:
- Agent and Factory (supplier details) from your original order are carried over to the new order, so you do not need to re-enter them
- Any style-level supplier members that do not align with your order's Agent/Factory selection are removed to keep supplier details consistent
- Suppliers are not automatically added to order members when selecting a new style
- Style members are not copied to order members
You may need to manually add any required supplier members to the duplicated order's Members section after duplication if needed.
Helpful Tips
- Leverage duplication for efficiency: Use the duplicate feature to quickly generate seasonal reorders, regional variations, or split deliveries. This is particularly valuable when creating multiple orders with similar configurations, as it preserves relationships between styles, colours, and quantities while allowing you to modify only the necessary fields.
- Review and update critical fields: After duplicating an order, always review and update key fields such as Ship Date, Warehouse, Order Number, and Destination to ensure the new order reflects the correct logistics and delivery requirements. This prevents shipping errors and maintains accurate order tracking.
- Maintain clean configuration data: Keep dropdown lists for destinations, factories, customers, and other reference data well-maintained in Site Settings. Clean, up-to-date lists reduce errors during duplication and speed up the workflow by ensuring only valid, current options are available for selection.
Related Actions
- Add Order Comments
- Create an Order
- Edit Order Dates
- View Order Documents
- View Order Files
- Add Order Forms
- View Order History Log
- Add Order Members
- Change Order Status
Troubleshooting
Why are supplier members missing after I replaced the style?
Duplicating with a new style does not auto-add suppliers to order members, and style members are not copied. Agent and Factory carry over, but misaligned style-level supplier members are removed for consistency.
What to do: Open Members on the new order and add anyone who still needs access.
Why do ship dates or destinations look wrong on the new order?
Duplication copies many values from the source. Always review Ship Date, Warehouse, Destination, and Order Number fields after you duplicate.
Can I duplicate without copying colours and quantities?
Use the pop-up option to control Copy Colour and Quantities when you only need structural fields copied but not the colour grid.