You can easily amend a sales and purchase quotes or orders from one customer/supplier to another. Perhaps you selected the wrong customer/supplier account initially, or maybe you want to clone a quote or order you did for someone else for a new customer/supplier. With the ability to change the customer/supplier on the order you can even give out quick quotes using a dummy record and then collect the customer details later if they decide to go ahead with the sale.
Changing the order customer / supplier details
To swap an order from one customer/supplier account to another it must currently be open - not invoiced and no stock shipped/received.
- Search for and open the quote/order.
- Click the drop-down arrow on the Save changes button.
- Click Change Customer/Supplier.
- Search for and select the new customer/supplier, or click to add a new. If you add a new contact you can click the drop-down arrow next to the Save changes button then Save & back to return the order and restart.
As soon as the new customer/supplier is selected the details on the order are updated and saved. All the addresses are updated and any notes, emails or invoices will update to the new customer/supplier on the order.
