Cloning Purchases

To expedite creation of Purchases such as Quote Requests, Briefcase features a Clone button which allows the duplication of a Purchase record. This button is available on a Purchase record, beside the record controls at the top right of the screen.

Once the clone button has been clicked, a new Purchase record will be created with a new Purchase number and the status will be changed to Pending. Details in the top panel, such as Supplier, or in the bottom panel, such as specifications or Request Body may be amended as required.

Tip: Transfer a cloned Purchase between Jobs by editing the Job field.

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