Clone allows you to create a replica of the current item. 

To copy an entire Client/Project, see Copy Items. 



The newly created item will be exactly like the original without the Proposal, Order and Invoice numbers or related vendor information. The component is also left blank so that you can assign the new item a unique one.

Because there are no Proposal, Order or Invoice numbers assigned, the item can now be moved to a new client because the Client/Project is now selectable. 

Note: If you move the item to a new Client/Project, you'll need to manually update Tax Location (in the codes tab) as well as any markup or deposit percentages.
















Article is closed for comments.