In Heyquip: Orders > All orders
You will have a new quote, copied from an existing one, ready to update with today's pricing and availability.
Steps
- Open the quote you want to copy.
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Open Actions at the top right.
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Click Duplicate as a new quote.
When you finish, a new quote exists as a copy of the original, in the Quote state and ready to update. Beware of creating two reservations for the same serialized product.
Good to know
- Use this to re-quote a returning customer or refresh a stale quote instead of rebuilding it line by line.