The new Clipboard Feature provides a quick and efficient way to copy individual Line Items from one Order or Estimate and paste them into another. This allows you to easily recreate specific items without duplicating the entire Order or Estimate. It is especially useful when transferring Line Items between different customers, helping to reduce manual entry and streamline your workflow. Instead of cloning and modifying an entire Order, you can now copy only what you need.
Table of Contents
- Details on the Clipboard Feature
- Copying a Line Item to the Clipboard
- Pasting a Line Item From the Clipboard
- Related Articles
Details on the Clipboard Feature
- The Clipboard Feature is user-specific, meaning copied Line Items are only available to the individual who copied them.
- When a Line Item is copied, all its details - including any overrides, such as custom pricing or descriptions - are preserved exactly as they were entered.
- If the item is added to an Order for a customer with a different pricing tier, the price will automatically recalculate based on that tier - unless a price override was applied. In that case, the override will remain unchanged.
- The item remains in your Clipboard for three days, giving you flexibility to paste it into another Order or Estimate when you are ready.
Copying a Line Item to the Clipboard
Navigate to Sales / Orders or Estimates and select the appropriate Order or Estimate.
Note: The functionality between Orders and Estimates is the same. This article will use Orders as an example.
Note: Line Items may also be copied to the Clipboard from a Draft.
1. Click on the ellipsis.
2. Click Copy to Clipboard.
Note: This option can also be accessed from the ellipsis when the Line Item is open. See example below.
Example:
Pasting a Line Item From the Clipboard
Navigate to Sales / Orders, Estimates, or Quick Price.
Note: The functionality of pasting from the Clipboard is the same for each. This article will use Orders as an example.
1. Click the Green Plus button.
2. Click the Clipboard icon.
3. Check the Line Items you would like to paste.
Note: You may check multiple items.
a. This shows the expiration time for each item in your Clipboard.
Note: Items will expire from the Clipboard after three days.
4. Click Paste and Close.
5. Click Save As Order once you have filled in the remaining details on the Order.
Note: You may also open the Save menu to find other options including Quick Checkout, Save As Order, and Save as Estimate.
