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QBPOS-Help/backups/backup_html_20260109_181155/basic305.htm

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<!doctype HTML public "-//W3C//DTD HTML 4.0 Frameset//EN">
<html>
<head>
<meta http-equiv="Content-Type" content="text/html; charset=windows-1252">
<meta name="generator" content="Adobe RoboHelp 2019">
<title>Add a New Record Using Copy</title>
<link rel="StyleSheet" href="../qbpos.css" type="text/css">
<style type="text/css">
/* FORCE ALL FONTS TO 12PT */
* { font-size: 12pt !important; }
body, p, li, ol, ul, div, span, td, th, h1, h2, h3, h4, h5, h6 { font-size: 12pt !important; }
</style>
<style title="hcp" type="text/css">
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font.hcp1 { font-weight:bold; }
span.hcp2 { font-weight:normal; }
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<body>
<script type="text/javascript" src="../ehlpdhtm.js" language="JavaScript1.2"></script>
<p class="Help-Heading-1" style="background-color: #008000;">Add a New Record Using Copy</p>
<p class="Help-Text"><a href="basicsmainpage.htm">Point of Sale Basics</a> <font color="#C0C0C0">|</font> <a href="navigation_find/basic_find_general.htm">Find a Record or Document</a></p>
<p class="Help-Text">&#160;</p>
<p class="Help-Note"><span><font class="hcp1">Note:</font></span> <span class="hcp2">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.</span></p>
<p class="Help-Info-Line">To add a new record by copying an existing record:</p>
<ol>
<li class="p-Help-Steps">
<p class="Help-Steps">Select the record you want to copy from the record list.</p>
</li>
<li class="p-Help-Steps">
<p class="Help-Steps">Select <span style="font-weight: bold;">Copy</span> from the I Want To menu.</p>
</li>
</ol>
<p class="Help-Indent">OR</p>
<p class="Help-Indent">&#160;Click <font class="hcp1">Copy &lt;record&gt; <span class="hcp2">on</span></font> the window toolbar (where available).</p>
<p class="Help-Indent">A new document/record form is opened, with information from the original record copied to the appropriate fields.</p>
<ol start="3">
<li class="p-Help-Steps">
<p class="Help-Steps">Make edits to the copied information, as necessary.</p>
</li>
<li class="p-Help-Steps">
<p class="Help-Steps">Select <font class="hcp1">Save</font>.</p>
</li>
</ol>
</body>
</html>