Copy quote or order information

Tekla EPM
2021
Tekla EPM Tekla EPM GO

Copy quote or order information

Once you have existing quotes and orders in the Order Entry dialog box, you can use them as the basis of new quotes and orders. You can then further modify the quote or order details according to the customer's needs. This can be useful when a customer makes an order that is similar to a previous one.

  1. In the Order Entry dialog box, select the quote or order that you want to use as the basis of the new quote or order.
  2. Click the Order Entry ribbon tab.
  3. On the menu, select Copy Quote/Order.
  4. To confirm copying information from the selected quote or order, click Yes in the confirmation dialog box.
  5. Adjust the quote or order information and details according to your needs.
  6. At the bottom of the dialog box, click Save Quote Information or Save Order Information.
Was this helpful?
Previous
Next