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Overview

Excerpt

Using this feature will help you create as many copies of Prebooks as you need. This is a time saver when you need to create multiple Prebooks with the same information.


Instructions

Ui steps
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Ui step

Go to Prebooks & SO's > Prebook Summary and look for the Prebook that you want to create a copy of.


Ui step

Under the Actions column click on Copy Prebook.


Ui step

On the confirmation window click on Yes, copy to continue with the process.


Ui step

Once you click on Yes, Copy, the system will direct you to the edition screen, where you can edit the information as needed. Finally, save your changes.




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Filter by label (Content by label)
showLabelsfalse
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cqllabel in ( "create-prebook" , "copy-prebook" , "prebooks" )
labelsprebooks copy-prebook create-prebook


Tip

You can create copies of any Prebook as many times as needed.


Ui text box
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(lightbulb) Roles enabled to perform this action: Fulfillment,Admin, Sales Manager, Sales, Allocations, Procurement Manager.


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