If you need to create a copy of an existing Estimate or Invoice, the Clone feature in CoreBridge makes the process quick and simple. This is especially useful for re-orders or new Orders with similar products.

When cloning, you are able to clone:

• Estimate to Estimate
• Estimate to Order
• Order to Estimate
• Order to Order

Table of Contents

• Cloning an Estimate or Order
• Default Cloning Options

Cloning an Estimate or Order

Accessing the Cloning option can be done in two ways.

After clicking either Clone button, you will see a pop-up allowing you to select the appropriate Cloning Options.

a. Clone To:  Choose to Clone to an Estimate or Order.

b. New Description:  Enter or change the description for the new Estimate or Order.

c. New PO Number:  Enter a Purchase Order number, if applicable.

d. Cloning Options:

• Update Pricing to Current:  It is possible pricing has changed since the original Estimate or Order was created. Check this box to update to any new pricing, or uncheck the box for pricing to remain the same as the original Order. Here you have further options to:
  • Remove all Discounts: Remove the discounts both Product and Order discounts from the original Estimate/Order.
  • Remove Overrides: Remove any pricing overrides that may have applied on the original Estimate or Order.
• Keep Product and Part Proof:  Check this box to Clone Proofs or uncheck box to clear Proofs on Cloned Estimate or Order.
• Keep Product Notes:  Check this box to Clone Product Notes or uncheck this box to clear all Product Notes from the source Estimate or Order.
• Keep Order Notes: Check this box to clone Order Notes from original Estimate or Order. By default, this is un-checked to match historical workflow.
• Update to Currently Assigned Salesperson:  Checkbox to update to currently assigned Salesperson or uncheck to keep Salesperson on original Estimate or Order.
• Copy Vendor Purchase Order: Checking this box will Clone the Vendor Purchase Order from the original.
• Keep User Assigned to Products: Checking this will ensure that the same User assigned to the original Product will be assigned to the Cloned Products.
• Keep Product Designers: Check this box if you would like to keep the same Designers for each Product on the Cloned Estimate or Order.

2. Clone and Edit will clone your new Estimate or Order, and automatically put it into edit mode. There, you can update items for the Estimate or Order. The Clone button will create and save your new Estimate or Order.

NOTE:  Product and Order Files do not copy over when Cloning Orders and Estimates. Any other information on the Estimate or Order without options on the Clone Order modal will be copied over from the source. For example, if product details, part text, etc. have been changed since the original was created, you will need to update the Clone.

Default Cloning Options

Default Cloning Options can be set in advance to make cloning even easier.

Navigate to Management Module / Global Settings / Ordering / Ordering Rules / Cloning Option and choose your defaults.

• Update Pricing to Current:  It is possible pricing has changed since the original Estimate or Order was created. Check this box to update to any new pricing, or uncheck the box for pricing to remain the same as the original Order. Here you have further options to:
  • Remove all Discounts: Remove the discounts both Product and Order discounts from the original Estimate/Order.
  • Remove Overrides: Remove any pricing overrides that may have applied on the original Estimate or Order.
• Keep Product and Part Proof:  Check this box to Clone Proofs or uncheck box to clear Proofs on Cloned Estimate or Order.
• Keep Product Notes:  Check this box to Clone Product Notes or uncheck this box to clear all Product Notes from the source Estimate or Order.
• Keep Order Notes: Check this box to clone Order Notes from original Estimate or Order. By default, this is un-checked to match historical workflow.
• Update to Currently Assigned Salesperson:  Checkbox to update to currently assigned Salesperson or uncheck to keep Salesperson on original Estimate or Order.
• Copy Vendor Purchase Order: Checking this box will Clone the Vendor Purchase Order from the original.
• Keep User Assigned to Products: Checking this will ensure that the same User assigned to the original Product will be assigned to the Cloned Products.
• Keep Product Designers: Check this box if you would like to keep the same Designers for each Product on the Cloned Estimate or Order.

Note: Keep User Assigned to Products and Keep Product Designers apply at the Product level. They do not apply at the Order or Estimate level. This means that once a User or Designer is assigned to a Product, they will remain assigned to that specific Product.