How to Clone an Order in CRM

Overview: 

This article explains how to clone an existing order in CRM and update the required information before submitting the new order.

Process:

1. Go to My Apps and open Okta.

2. Search for X4A in Okta and open it. Xvantage for Associates (X4A) will open in a new tab.

   • Tip: Alternatively, you can open Xvantage for Associates directly from My Apps.

3. In X4A, expand the left navigation menu and select Sales.

4. From the Sales submenu, select CRM.

5. In CRM’s left navigation menu, navigate to Sales > Orders.

6. The Active Orders view is displayed by default unless a different default view has been configured.

7. Locate the order you want to clone by:

   • Filtering the Name column, or

   • Using the Quick Find search box next to Edit Filters.

8. Click the order name (hyperlink) to open the order details.

9. On the command bar, select Clone Order.

   • A confirmation message appears indicating that the order is being cloned.

10. After the page refreshes, the cloned order opens automatically.

11. On the Summary tab, complete any required fields.

12. If necessary, update the delivery address on the Addresses tab.

13. Review the products and make any required changes, such as adding or removing items.

14. When all updates are complete, go to the Products tab and select Submit Order to finalize and submit the cloned order.

Important: Review all order details, including addresses, products, quantities, and pricing, before submitting the cloned order.