/
Copy a Prebook

Copy a Prebook

Aug 26, 2026

Overview

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

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

  2. Under the Actions column click on Copy Prebook.

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

  4. 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.

Related Articles

 

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

 

 Roles enabled to perform this action: Fulfillment,Admin, Sales Manager, Sales, Allocations, Procurement Manager.