How to Duplicate an Order

Copy an order's configuration, customer info, and to-dos from the three-dot menu.

Written By Dennis Rodin

Last updated 29 days ago

You can duplicate an order to create a copy you can adjust, which is useful when a family wants to compare options or when a new order is close to one you have already built. Find it in the three-dot (⋯) menu at the top-right of the open order.

How it works

Open the order you want to copy, click the three-dot (⋯) menu at the top-right, and choose Duplicate Order. MonuDesk creates a new order that you can then edit and save as its own quote or order. The original is left untouched.

What gets copied

The duplicate carries over the following from the original order:

  • Configuration

  • Customer info

  • To-dos

It does not copy payments or documents. The new order starts with a clean payment balance and no generated PDFs, so you can log fresh payments and generate new documents as needed.

One setting rides along that you cannot change afterwards. If the original was created with Send this order to QuickBooks switched off, the copy is off the books too — no invoice, sales receipt or journal entry in QuickBooks for it either. That switch can only be set while an order is being created, and duplicating creates the order outright, so there is no step at which to turn it back on. If the copy belongs in your books, build it through New Order instead of duplicating.

Good to know: Duplicating never affects the original order, so it stays exactly as it was.

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