The 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
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.
- When a Line Item is copied, proofs and customer communication will not be carried over.
- 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
Use this process when you want to reuse a specific Line Item on another Order or Estimate.
1. Open the Order or Estimate that contains the Line Item you want to copy.
2. Locate the Line Item in the line-item list or grid.
3. Select the Line Item by clicking the row or using the selection control for that line.
4. Use the Copy or Copy to Clipboard action from the row menu, toolbar, or context menu.
5. The Line Item is now stored on the Clipboard and can be pasted into another Order or Estimate or the same one, if desired.
When copying a Line Item you will see:
a. The Line Item row or card that you selected before choosing Copy.
b. A Copy or Copy to Clipboard option in the actions available for that line such as an overflow menu, icon button, or right-click menu.
c. Confirmation that the copy succeeded, which may appear as an enabled Paste option, a short message, or no error depending on your EVO configuration.
Pasting a Line Item From the Clipboard
After you have copied a Line Item to the Clipboard, you can paste it into the current Order or Estimate or open a different one and paste there.
1. Open the Order or Estimate where you want to add the copied Line Item or remain on the same document if you are adding a duplicate line there.
2. Ensure the Clipboard contains a Line Item (you should have copied one in a previous step).
3. Use the Paste or Paste from Clipboard action from the toolbar, line-item area, or menu.
4. The Line Item from the Clipboard is added to the current Order or Estimate with the same product, quantity, and other configured details as the copied item. You can then edit the new line as needed.
5. Save or auto-save the Order or Estimate to keep the new Line Item.
When pasting a Line Item you will see:
a. A Paste or Paste from Clipboard control that is enabled when the Clipboard has a Line Item and is disabled or hidden when the Clipboard is empty.
b. The new Line Item appearing in the line-item list or grid with the same assembly, material, labor, or other details as the copied item.
c. Fields on the new line that you can edit (for example, quantity or notes) to match the target Order or Estimate.