Copy draft orders
A customer service representative (CSR) must be able to copy an existing draft order when a customer places a similar order again. The CSR saves time by copying a draft order, instead of creating a new order and adding each item again. If there are similar items in a draft order, the CSR can copy an existing order and modify it as necessary.
Solution
To copy a draft order, the CSR clicks Copy Order in the Add
Products page. When the CSR clicks Copy Order, the
copyOrder API is called to create a new order by copying the attributes from an
existing order, based on the attributes included in the Copy Order Template. The copied order opens
in a new tab.
When the CSR copies an order, the enterprise code in the existing order is passed to the copied order.
Implementation
To customize the copy order template, see Customizing the Copy Order Template.
A customer service representative must have the Copy Order resource permission to copy orders. For more information about configuring resource permissions, see Administering User Group Permissions.
For more information about APIs, see Javadoc.
End-user impact
The CSR can copy the order and save time while creating similar orders.