Go to POS
  • Choose an advisor,
  • Choose a customer,
  • Create an empty estimate,
  • Click on the magnify glass right next to "Order No:",

 

 

  • Find the invoice/estimate from which you want to transfer items,
  • Click on the button with the letter "A" which can be found right below the green "$" sign in the bottom right corner.

 

 

  • Unchecked the items that you wish to exclude from the transfer,
  • Check the option "Import memos" if you wish to copy the memos along with the products,
  • Click on the green button.

 

 

  • When the transfer is done the "Capture parts to transfer" window will be automatically closed and you will be redirected to "Invoice search".

 

  • If you wish to transfer more items from another invoice repeat those steps. Otherwise close "Invoice search" by clicking on "Exit".
  • Your can now invoice your new estimate