How to Duplicate an Order

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.

To give a family several priced options inside the same job instead, add quote options in New Quote. See How to Give a Family Several Quote Options.

How it works

Open the order you want to copy, click the three-dot (⋯) menu at the top-right, and choose Duplicate Order. Its tooltip reads "Create an exact copy of this order as a new order."

A confirmation opens, headed Duplicate Order, telling you which stage the copy will be created from. Click Yes, Duplicate Order to go ahead, or Cancel to back out. MonuDesk then creates a new order that you can 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

• The lettering work order. On a service order, every person on the Lettering & Inscription card comes across: their deceased name, dates of birth and death, and the Engrave this tick on each line, exactly as the engraver would have received them on the original.

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 Quote instead of duplicating.

Related articles:

• How to Open an Order

• How to Edit an Order