Merging Items From Another Order to the Current Order

You can select one or more items from another order, and merge those items onto the current order. This is handy when a customer needs to repeat part of an order.

When you merge, you copy the items onto the current order, without altering the sales order you merge from. Once the items are merged, you can edit them as usual.

To merge items from another order:

  1. Create or open a sales order and display the order's Body tab.

  2. From the Line Items menu, select Merge Items From An Order.

  1. In the Enter Order ID or Entity field, enter the order number that you want to merge the items from, or press F10 to choose from a list of recent orders.

  2. In the Line Item Selection window, use the following methods to select each line item you want to merge onto the current sales order:

To...

Choose this menu option...

select line items based on their price line, buy line, description, or line item number

Selection > Select Criteria

Use any of the following items to narrow down the line items that will be selected:

  • In the Price Line field, enter a price line.

  • In the Buy Line field, enter a buy line.

  • In the Description field. enter keywords that must appear in the product description

  • In the Line Items field, enter specific line item numbers. You can separate line item numbers with commas, or use a hyphen (-) to include a series of line items. For example, you could enter 1-5, 8, 9,10 to select line items 1, 2, 3, 4, 5, 8, 9, and 10.

select all line items

File > Select All

de-select all line items

Selection > Clear Selection

  1. Save your changes and exit the Line Item Selection window.

  2. Enter Yes or No if prompted for any of the following:

  3. Use the selected items' original COGS (cost of goods sold)?

  4. Use the selected items' original prices?

If you answer No, you can enter a Cost Override Code, followed by a reason for change.

  1. Copy any attached comments from the order line items you are adding to the current order?

The system displays the Sales Order Entry Body tab. The items you selected to merge are now included in the current order.