Copy a purchase order

Make a copy of an existing purchase order to create a new one with the same details. You can copy a purchase order in any status. The copy gets a new purchase order ID and starts as a Draft, regardless of the original’s status. Making a copy doesn’t change the original purchase order.

Copy from the Purchase Orders list

1. Select Purchase Orders in the sidebar.

2. Select the more options menu (⋮) at the end of the purchase order’s row.

3. Select Make a copy.

   A new purchase order opens with the copied details.

4. Review the copy and make any changes.

5. Select Save Purchase Order.

Copy from a purchase order

1. Open the purchase order.
2. Select the more options menu (⋮) at the top right of the purchase order.
3. Select Make a copy.
4. Review the copy and make any changes.
5. Select Save Purchase Order.

The copy isn’t saved until you select Save Purchase Order.

Save and copy a new purchase order

When you’re creating a purchase order, select the arrow next to Save Purchase Order, then select Save and copy. Your purchase order is saved, and an unsaved copy of it opens as a new purchase order. Review the copy, then select Save Purchase Order to save it.

What’s copied

The copy includes:

• Vendor
• Linked job
• Line items and their descriptions
• Additional amount
• Public note
• Terms & Conditions
• Attachments
• View settings

The copy doesn’t include the vendor’s signature or approval, recorded payments, or the Paid flag.

The copy’s Purchase Order date is set to today, and its Work date range is empty.