To copy one or more selected quotation lines from one or more quotations:

1. Click Accounts receivable> Sales quotation

2. In the Sales quotationform, select the quotation to which you want to copy information. Only quotations with the status of Createdcan be copied to or edited.

3. Press the Functionsbutton > Copy from all.

4. In the Setupfield group, in the Copy from allform, select the copy options that you want to apply for the copy process:

   • Copy miscellaneous chargesto copy the miscellaneous charges, which are set up on the selected sales quotation lines, to the new sales quotation.

   • Recalculate priceto update the net amount on the sales quotation, which is done by running a check on what trade agreements (line discount and multi-line discount) might apply to the sales quotation lines. This is only relevant for quotations where the business relation is a customer, because prospects cannot have trade agreements assigned to them.

   • Copy preciselyto copy all dimensions, sales tax, and ledger accounts to the new sales quotation. Delivery dates will not be copied.

   • Before you copy any sales quotation lines from this form, select the Delete quotation linescheck box to delete any sales quotation lines in the new sales quotation.

   • Copy quotation headerto copy information from the selected sales quotation to the new sales quotation.

5. In the Quotationtab or the Quotation journaltab, select the quotation from which you want to copy information.

   • The Quotationtab displays quotations that have been created, lost, or canceled.

   • The Quotation journaltab displays quotations that have been sent or confirmed.

6. In the lower half of the Copy from allform, select the quotation lines you want to copy by clicking the Markcheck box.

7. If you want to copy quotation lines from another quotation, select a new quotation in the Quotationtab or the Quotation journaltab, and proceed as you did in step 5.

8. Click OKto start the copy process.

Tip
In the Show selected transactionstab, you can see the quotation lines that you have selected to be copied to the quotation.