Duplicating orders is one of the nicer features in BizWizard. If a customer needs to reorder a job they did in the past and or you want to duplicate an order so you won’t have to re-enter all the information and you want to have the artwork available from another order. Once you find the order you want to duplicate, simply open the order and click on the Duplicate Order in the Additional Order Option area of the maintain order screen.

When you click on the Duplicate order, the Duplicate Order option window will pop up allowing you to select all the details of the order you wish to duplicate:

Select each item you want to duplicate from the existing order and click done, several windows will come up for your review, at the end, a new order will be created for you to maintain and schedule to complete.

Let's Discuss what each option will duplicate:

Demographic Information: This will duplicate the billing Company Name, Contact Name, Addresses, City, State Postal Code, Phone Numbers and E-Mail Address

Direct Billing Information: This will duplicate any direct billing information if it exists. Un-Checkmark this box if you wish to exclude direct billing information and want the new order to be a counter sale order.

Shipping Information: This will duplicate the shipping name, address, city, state, Postal Code, and shipping method

Order Line Items: This will duplicate each of the order line items on the previous order. There are two sub-options as shown below:

Order Line Items Personalization Text: When order line items are duplicate, if this box is check marked then the personalization text field will be brought over to the new order from the old order. Leave it unchecked if you want to start the personalization text field on the new order with a blank field

Order Line Inventory To Be Ordered: This will duplicate any Inventory items that may have been ordered on the previous order. Leave blank to prevent copying those need to order inventory records.

Custom Purchase Orders: This will duplicate all the custom purchase orders created for the previous order and create new custom purchase orders on the new order.

External Documents: This will duplicate all external documents, layouts, logos, artwork, spreadsheets, word, documents, etc.

 

If the order being duplicated was a direct billing order, there are 3 more fields that will show up. These additional fields are the direct billing details as shown below:

The three additional fields are explained below:

Customer: This is the customer the new order is going to be direct billed to after it is duplicated

Customer Contact: This is the contact person at the Customer that is going to be direct billed to after the new order is created. If the contact person you are looking for is not in the list, you can add it on the fly by double clicking the Customer Name.

Override Order Demographics/Shipping from Customer Account: If you check mark this box, then the information on the previous order for Company name, address, city, state, postal code, phone, and e-mail will be overridden by the values on the customer instead of using the values from the previous order.

Simply click Done to complete the duplication. This will cause the order to be duplicated with the settings you have check marked. You will be presented with the new order and 3 popup screens. Each of the screens are sub-screens that BizWizard wants you to confirm are accurate. We will discuss each popup screen next:

Misc Labor Charges/Details Screen:
Simply confirm that any settings on this screen from the previous order are still accurate for this order. For Instance, maybe on the previous order you had a 25% rush charge that you charged to the customer because they needed you to complete the work last minute, however this repeat order, they gave you sufficient time, or vice versa, maybe this time you need to add a 25% rush charge. If there are no changes to the Misc. Labor Charges/Details, simply click done.

Purchase Order Details:
After the Misc. Labor Charges/Details Screen has left your display, beneath it will be the Purchase Order Details Screen as shown below. Again, BizWizard wants you to confirm that the information on this order sub-screen has not changed. For instance, on the previous order there may have been a purchase order number and a P.O. limit, however this order has a new purchase order # with a new P.O. limit. If there are no changes to the purchase order details, simply click done. Otherwise make the changes necessary and then click done

Shipping Details:
Lastly, BizWizard wants you to confirm changes to the Shipping Details screen. For instance, on the last order, maybe the order was shipped directly to a convention center, and this time, they want you to ship the order to their company office. Simply confirm the information or make changes as needed and click Don.

Now you should be working with a brand new order that was duplicated from a previous order. You can further customize and make changes to the order by updating quantities or products or other information as needed.