What is the 'Copy' feature?
Supplier Management allows users to easily duplicate documents on the Documents tab.
Why copy documents?
Copying a document is extremely useful when a specific document type pertains to multiple items, like the Organic and/or Kosher document types. The following five steps will walk you through this process.
How to Copy Documents
Steps
Step 1: Navigate to the Documents tab.
Step 2: Mark the checkbox on the row containing the existing document you wish to copy.
Step 3: Click 'Copy' from the blue hamburger menu at upper right.
Step 4: Input all information (Supplier, Item, Doc Type, etc.)
Any field that you leave as "Copy" will automatically copy that information from the original document.
Step 5: Click 'Copy' at the bottom of the window.