Copying an order

A customer service representative can copy an existing outbound order when a customer wants to place a similar order. Copying saves time since you do not have to create an order and add each item to the order.

The resulting copied order becomes a draft order that you can modify as needed.

Procedure

  1. Log in to Order Hub.
  2. Search for an outbound order that you want to copy.
  3. Copy the order.
    You can access the Copy order option from various places.
    • From the Order search results page.
      • Select a checkbox next to the order and then click Copy order.
      • Click the overflow menu at the end of the row image, and then click Copy order.
    • From the Order details page, click Actions > Copy order.
  4. Specify an order name, order number, and order date.
    • The system generates a default name with the pattern <existing order name> copy. You might want to update to a more identifiable name.
    • If you do not specify an order number, a number is generated for you.
    • If you do not specify the order date and time, then the current time is used.
  5. Click Copy order.
    You successfully copied an order. The order is in DRAFT status and you are automatically directed to the Order details page of the new order.

    The details that are copied to the new order are based on the copy order template that you can configure within the Applications Manager.

  6. Add any necessary order details and then click Actions > Confirm order to place the order in the system for processing.