If you have several entities, such as customers or vendors who all use the same setup and pricing/cost information, you can create one entity record, copy it, and then change the address, contact, and any other information for similar entities. Copying in this manner prevents you from having to enter the same information repeatedly.
Note: Copying a customer or contact record does not copy the credit card or the electronic funds transfer (EFT) information on file for that entity.
To copy an entity record:
From the Maintenance menu, select Customer or Vendor to display the Customer or Vendor Maintenance window.
Enter a customer or vendor's name to display the record from which to copy.
Select File >Copy to display the New Creation prompt.
Note: In Customer Maintenance, the system may prompt to copy tax information. This prompt is activated in the
If you want to include any branch-specific overrides for the customer or vendor, click Yes at the prompt. To copy the customer or vendor without the branch overrides, click No.
Enter the Reason for Change if necessary, and click Yes.
Change the name, address, and contact information as needed for the new entity.
See Also: