The Copy Order function lets you duplicate an order, update key details (e.g., PO #, freight terms, order type), and modify items or quantities as needed. You can copy any order type set up for your manufacturer.
When to Use Copy Order
Below is a common scenario when you might find copy order to be useful.
Scenario
Your client, ABC, was interested in two lamps, five sofas, and three chairs. You submitted the order as a quote while they checked inventory. Now, they've approved it.
Instead of recreating the order from scratch, use Copy Order to duplicate it. Before resubmitting, review all details—including the order type. Many manufacturers won’t process quotes, so be sure to update it accordingly.
How to Copy Order Through Clients Tab
Follow the steps below to copy an order.
Step 1
Log into the RepZio App and tap Clients
Step 2
Locate the client in your client list
Step 3
Scroll down to the Orders section, find the order (e.g., "Accept", "Quote", etc.) an open the order
Step 4
Tap the gear icon in the upper right-hand corner
Step 5
Tap Copy Order
Step 6
Select the appropriate client in the client list
Step 7
Once selected, scroll to the Orders section and tap Unsubmitted to find the copied order.
📌 Note: Copied orders appear in the Unsubmitted bucket until submitted.
Step 8
Once you copy an order, the open cart / order details page will open, allowing you to edit any applicable fields.
- If you need to add additional items to the order, tap Done. Treat this like you would any unsubmitted or open cart. Add additional items by navigating to the category. Tap the shopping cart icon
to go back to the order details page.
Step 9
When ready to submit the order, scroll down and tap Submit Order
How to Copy Order Through Recents
Follow the steps below to copy an order.
📌 Note: The Recents tab helps quickly access recent orders, open carts, and clients. It is not an all-inclusive order history. Use the Clients Tab for a full order
Step 1
Log into the RepZio App and tap Recents
Step 2
Follow steps 4-9 in the instructions above to complete.