To copy a customer or vendor record:If you have several entities, such as customers or vendors who all use the same setup and pricing/cost information, you can create one entity record, copy it, and then change the address, contact, and any other information for similar entities. Copying in this manner prevents you from having to enter the same information repeatedly.
To copy a customer or vendor record:From the Files menu, select Customer or Vendor to display the Customer Maintenance screen or Vendor Maintenance screen.
Enter a customer or vendor ID to display the record that contains the information to copy.
Use the Copy hot key, and change the name to that of the new entity.
Note: In Customer Maintenance, the system may prompt to copy tax information. This prompt is activated in the Prompt To Copy Tax Information From Bill-Tos to All Ship-Tos control maintenance record.
Change the name, address, and contact information as needed.
Press Esc to save the new record and exit the screen.
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