Copy An Order

You can copy the contents of any existing order into the shopping cart of a contact, thus saving you substantial time.  Copy Order appears as a command from within the contact's shopping cart or in Step 2 of creating an order:

Copy Order Red

To copy an order:

  1. Click "Copy Order" to launch an order picklist to find the order you want to copy from:

    Picklist Empty

  2. Enter your search criteria to find the order.  After hitting Apply Criteria, the result(s) appear on the left hand side of the picklist.  The results display the originating order's #, the exhibiting company and the booth number/location in the originating order:

    orders_picklsit.jpg

  3. Double click or click ">>" to move the desired order to copy to the right hand side.
  4. Hit Apply Selection.
  5. A dialog appears allowing you to select which specific elements of the order you want to copy.  Check any options you want to include:

    Copy Order Options

  6. Hit Finalize Copy. Your shopping cart now has the products from the original order.

Since pricing and product availability can vary on an event-by-event basis, it is important to note certain behavior during a copy:

  1. If a product is not available in the current event that was in the originating order's event, it will not be copied.
  2. If a product is marked as not being published in admin nor on the storefront in the new order's event, it will not be copied.
  3. If a product is marked as being published in admin only, it will not be copied if the copy is done by the customer on the storefront.
  4. A product's price will be updated to reflect whatever price is defined in your current event.
  5. Items in an order that represent shipment charges will not be copied.
  6. The shopping cart's revenue types will be re-calculated to reflect the event's venue taxes.