Copy Move Merge

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Copy/Move/Merge allows to easily copy or move/merge stock, comments/emails and actual labour within jobs and quotes.

 

Info

Note: Copy/Move/Merge cannot be performed on a job that has been invoiced.

 

copymovemerge

 

This function is destination based, ie. copying or moving from the selected source object to the destination object that is currently open.

 

Info

Users can be restricted from using this function via Tools > Options > Security for both jobs and quotes.

 

copymovemergesecurity

 

hmtoggle_arrow1Copy Mode

 

hmtoggle_arrow1Move/Merge Mode

 

The following applies to both Copy and Move/Merge functions:

stock pricing will also copy over to the destination object. The stock price can then be recalculated if desired. If the source is from a template, hover over the price fields, which will present a snapshot of the pricing rules used to display that figure

a yellow background colour on a copied stock line indicates a promotion. Hovering over the price indicates which promotion is being applied.

promoapplied

 

Further information

Accounts

Assets

Banking

CardFiles

Dashboard

Documents

Donations of Stock

eBusiness

Email (inc. Archiving)

Enter Workers Compensation

Export a Report

Export Data

Factor a Procedure with 3rd Party Debtor Finance

Give a Customer a Permanent Discount

Invoicing

Items

Jobs

Management

Manufacturing

Pay Commission to a Contractor

Projects

Purchases and Expenses

Quotes

Reassign Account Managers

Record a Customer Rebate

Record a Vendor Rebate

Record Commission Payment from Vendor

Record Commission from Vendor

Scheduling

Sell and Redeem Gift Cards

Standard Form Buttons

Standard Object Footers

Stock