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To edit multiple pricing lines, select the necessary option and click Apply
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Order creation by copy
Creating order copies
Orders can be also copied one from another. The order’s workflow template, info, and prices will be copied to the new orders. Extremely useful when creating orders for a series.
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If different season and/or episode numbers are required they can also be manually adjusted from the “From episode” and “To episode” fields
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Additional actions in
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the order copy page
When creating order copies you copy additional information from the original order.
Number episodes- the new orders will be created with episode numbers (fig 1). This option will only be available if the original order is part of a series
Retain Resources/Rates/Resource surcharge- all assigned resources in the original order will be assigned in the new orders. You can select to also copy the rates and surcharges. When copying resources and not ticking retain rates, the tasks’ rate in the new orders will be set to : Not currently priced (fig 2)Task rate not currently set . When recalculating tasks that are with “Rate not currently price, set” a rate will be applied (if a compatible preset rate will be foundis available). When completing tasks that are set to “Task rate not currently pricedset”, the system will auto recalculate them when completed and a rate will be applied (if a compatible preset rate will be foundis available).
Retain teams- all assigned teams in the original order will be assigned in the new orders (fig 3)
Retain dates- all task and order dates from the original order will be copied to the new orders (fig 4)
Retain customer surcharge- all customer surcharges from the original order will be copied to the new orders (fig 5)
Include notes- all notes from the original order will be copied to the new orders (fig 6)
Retain PO- the order’s PO will be copied to the new orders (fig 7)
You can configure some of the checkboxes to be marked by default for all users (can be changed by the user)
Include messages- all messages from the original order will be copied to the new orders
Copy contacts- all contacts from the original order will be copied to the new orders
Include billing notes- all billing notes from the original order to the new orders
Retain toolkit settings- all toolkit settings will be copied from the original order to the new orders
Note: any additional information field can be configured to be selected as a system default in the order copy page from: Administrator > Web Administrator > Configuration > Defaults > Duplicate order defaults:
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Order creation- by Import from Excel
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Orders can also be created by importing then in bulk import from a template Excel sheet.
From: Sales dashboard > Bulk actions > Order > Import from > From Excel
Start by downloading the Excel sheet template:
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