Add a New Record Using Copy

Point of Sale Basics | Find a Record or Document

Note: This is a general procedure. For a list of topics related to using the copy function for specific document or record types, search the help index using keyword "Copying" and choose a specific topic.

To add a new record by copying an existing record:

1. Select the record you want to copy from the record list.

2. Select Copy from the I Want To menu.

OR

Click Copy <record> on the window toolbar (where available).

A new document/record form is opened, with information from the original record copied to the appropriate fields.

3. Make edits to the copied information, as necessary.

4. Select Save.