Duplicating Financial Documents and Sales Opportunities
- There are instances where invoicing multiple customers for the same item is necessary.
- BigChange allows you to duplicate financial documents or Sales Opportunities to streamline this process.
Purchase Orders cannot be duplicated due to stock movement considerations.
Duplicating Financial Documents
- Select the Duplicate icon on the desired financial document.
- Enter the name of the new Contact.
- Update any necessary details specific to the new customer.
Duplicating Sales Opportunities
- Select the Duplicate icon on the Sales Opportunity you wish to replicate.
- Change the Contact and delivery site information.
- Adjust any other relevant details to suit the new opportunity.
Conclusion
Duplicating financial documents and Sales Opportunities in BigChange simplifies the process of invoicing multiple customers for the same item. Remember, Purchase Orders are excluded from this feature due to stock movement elements. To duplicate, simply select the Duplicate icon and update the necessary contact information.
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