Merging Items From Another Order to the Current Order

You can select one or more items from another order, and merge those items onto the current order. This is handy when a customer needs to repeat part of an order.

When you merge, you copy the items onto the current order, without altering the sales order you merge from. Once the items are merged, you can edit them as usual.

To merge items from another order:

Create or open a sales order and display the order's Body tab.
From the Edit Order menu, select Consolidate Orders to display the Consolidate Order window.

Select Merge Items From Another Order.
In the Order field, enter the order number that you want to merge the items from, or press F10 to choose from a list of recent orders.
In the Copy All Lines field, choose one of the following:

Enter No if you want to merge selected line items onto the current order.
Enter Yes if you want to merge all line items onto the current order.

If you answered No to Copy All Lines in the previous step, in the Line Numbers field, press F10 to display the Line Item Selection window and select which line items you want to include.

In the Line Item Selection window, use the following methods to select each line item you want to merge onto the current sales order:

To...	Choose this menu option...
select line items based on their price line, buy line, description, or line item number	Selection > Select Criteria Use any of the following items to narrow down the line items that will be selected: In the Price Line field, enter a price line. In the Buy Line field, enter a buy line. In the Description field. enter keywords that must appear in the product description In the Line Items field, enter specific line item numbers. You can separate line item numbers with commas, or use a hyphen (-) to include a series of line items. For example, you could enter 1-5, 8, 9,10 to select line items 1, 2, 3, 4, 5, 8, 9, and 10.
select all line items	File > Select All
de-select all line items	Selection > Clear Selection

Save your changes and exit the Line Item Selection window to return to the Consolidate Order window. The line item numbers you selected display in the Line Numbers field.
In the Leave Items on Order field, leave the default Yes response.

Note: When merging items from another order, you cannot change the value in the Leave Items on Order field. The order from which you are merging items is always left intact.

Click OK to begin merging items onto the current order.
Two prompts may display. Enter Yes or No if prompted for the following:

Whether to use the selected items' original COGS (cost of goods sold).
Whether to use the selected items' original prices. If you answer No, you are given the opportunity to enter a Cost Override Code, followed by a reason for change.

After you respond to these prompts, the Sales Order Entry Body tab displays. The items you selected to merge are now included in the current order.