--- title: SALES ORDERS - Add Using Copy description: Copy from an existing Sales Order or a Sales History or Sales GL or AR Transaction --- [![company logo](https://cs.geminilogic.com/hs-fs/hubfs/Gemini-Logic-Logo%20(1).png?height=120&name=Gemini-Logic-Logo%20(1).png)](https://www.geminilogic.com/) [User Manual](https://cs.geminilogic.com/en/migrated/manual) - [Go to Gemini Logic](https://www.geminilogic.com/) - [New Ticket](https://cs.geminilogic.com/en/migrated/manual/kb-tickets/new) - [Go to Customer Portal](https://cs.geminilogic.com/tickets-view) Spire User Manual - Sales Orders - [Spire Systems - General Knowledge Base](https://cs.geminilogic.com/en/migrated/manual/spire-systems-general-knowledge-base) - [Tips and Tricks](https://cs.geminilogic.com/en/migrated/manual/spire-systems-general-knowledge-base#tips-and-tricks) - [Spire Administration - General Ledger](https://cs.geminilogic.com/en/migrated/manual/spire-systems-general-knowledge-base#spire-administration-general-ledger) - [Spire Administration - Sales](https://cs.geminilogic.com/en/migrated/manual/spire-systems-general-knowledge-base#spire-administration-sales) - [Spire Administration - Inventory](https://cs.geminilogic.com/en/migrated/manual/spire-systems-general-knowledge-base#spire-administration-inventory) - [Analytics for Spire](https://cs.geminilogic.com/en/migrated/manual/analytics-for-spire) - [Spire User Manual - System Overview](https://cs.geminilogic.com/en/migrated/manual/spire-user-manual-system-overview) - [Spire User Manual - User Settings](https://cs.geminilogic.com/en/migrated/manual/spire-user-manual-user-settings) - [Spire User Manual - Vendors](https://cs.geminilogic.com/en/migrated/manual/spire-user-manual-vendors) - [Spire User Manual - Inventory](https://cs.geminilogic.com/en/migrated/manual/spire-user-manual-inventory) - [Pricing](https://cs.geminilogic.com/en/migrated/manual/spire-user-manual-inventory#pricing) - [Spire User Manual - Price Matrix](https://cs.geminilogic.com/en/migrated/manual/spire-user-manual-price-matrix) - [Spire User Manual - Purchase Orders](https://cs.geminilogic.com/en/migrated/manual/spire-user-manual-purchase-orders) - [Spire User Manual - Sales Orders](https://cs.geminilogic.com/en/migrated/manual/spire-user-manual-sales-orders) - [Spire User Manual - Keyboard Shortcuts](https://cs.geminilogic.com/en/migrated/manual/spire-user-manual-keyboard-shortcuts) - [Spire User Manual - Company Settings](https://cs.geminilogic.com/en/migrated/manual/spire-user-manual-company-settings) - [Spire User Manual - New Instal/Company Setup](https://cs.geminilogic.com/en/migrated/manual/spire-user-manual-new-instal-company-setup) - [Spire User Manual - General Ledger](https://cs.geminilogic.com/en/migrated/manual/spire-user-manual-general-ledger) - [Spire User Manual - Accounts Receivable](https://cs.geminilogic.com/en/migrated/manual/spire-user-manual-accounts-receivable) - [Spire User Manual - Accounts Payable](https://cs.geminilogic.com/en/migrated/manual/spire-user-manual-accounts-payable) - [Spire User Manual - Payroll](https://cs.geminilogic.com/en/migrated/manual/spire-user-manual-payroll) - [Spire User Manual - Production Manager](https://cs.geminilogic.com/en/migrated/manual/spire-user-manual-production-manager) - [Spire User Manual - Service Manager](https://cs.geminilogic.com/en/migrated/manual/spire-user-manual-service-manager) - [Spire User Manual - User Defined Fields](https://cs.geminilogic.com/en/migrated/manual/spire-user-manual-user-defined-fields) - [Spire User Manual - Job Costing](https://cs.geminilogic.com/en/migrated/manual/spire-user-manual-job-costing) - [HubSpot](https://cs.geminilogic.com/en/migrated/manual/hubspot) - [Updates](https://cs.geminilogic.com/en/migrated/manual/hubspot#updates) - [Gemini Logic](https://cs.geminilogic.com/en/migrated/manual/gemini-logic) - [Shipping](https://cs.geminilogic.com/en/migrated/manual/shipping) - [Sales Taxes](https://cs.geminilogic.com/en/migrated/manual/sales-taxes) - [Spire User Manual](https://cs.geminilogic.com/en/migrated/manual/spire-user-manual) - [Customers](https://cs.geminilogic.com/en/migrated/manual/spire-user-manual#customers) [Back to home](https://cs.geminilogic.com/en/migrated/manual) 1. [User Manual](https://cs.geminilogic.com/en/migrated/manual) 2. Spire User Manual - Sales Orders - [Spire Systems - General Knowledge Base](https://cs.geminilogic.com/en/migrated/manual/spire-systems-general-knowledge-base) - [Tips and Tricks](https://cs.geminilogic.com/en/migrated/manual/spire-systems-general-knowledge-base#tips-and-tricks) - [Spire Administration - General Ledger](https://cs.geminilogic.com/en/migrated/manual/spire-systems-general-knowledge-base#spire-administration-general-ledger) - [Spire Administration - Sales](https://cs.geminilogic.com/en/migrated/manual/spire-systems-general-knowledge-base#spire-administration-sales) - [Spire Administration - Inventory](https://cs.geminilogic.com/en/migrated/manual/spire-systems-general-knowledge-base#spire-administration-inventory) - [Analytics for Spire](https://cs.geminilogic.com/en/migrated/manual/analytics-for-spire) - [Spire User Manual - System Overview](https://cs.geminilogic.com/en/migrated/manual/spire-user-manual-system-overview) - [Spire User Manual - User Settings](https://cs.geminilogic.com/en/migrated/manual/spire-user-manual-user-settings) - [Spire User Manual - Vendors](https://cs.geminilogic.com/en/migrated/manual/spire-user-manual-vendors) - [Spire User Manual - Inventory](https://cs.geminilogic.com/en/migrated/manual/spire-user-manual-inventory) - [Pricing](https://cs.geminilogic.com/en/migrated/manual/spire-user-manual-inventory#pricing) - [Spire User Manual - Price Matrix](https://cs.geminilogic.com/en/migrated/manual/spire-user-manual-price-matrix) - [Spire User Manual - Purchase Orders](https://cs.geminilogic.com/en/migrated/manual/spire-user-manual-purchase-orders) - [Spire User Manual - Sales Orders](https://cs.geminilogic.com/en/migrated/manual/spire-user-manual-sales-orders) - [Spire User Manual - Keyboard Shortcuts](https://cs.geminilogic.com/en/migrated/manual/spire-user-manual-keyboard-shortcuts) - [Spire User Manual - Company Settings](https://cs.geminilogic.com/en/migrated/manual/spire-user-manual-company-settings) - [Spire User Manual - New Instal/Company Setup](https://cs.geminilogic.com/en/migrated/manual/spire-user-manual-new-instal-company-setup) - [Spire User Manual - General Ledger](https://cs.geminilogic.com/en/migrated/manual/spire-user-manual-general-ledger) - [Spire User Manual - Accounts Receivable](https://cs.geminilogic.com/en/migrated/manual/spire-user-manual-accounts-receivable) - [Spire User Manual - Accounts Payable](https://cs.geminilogic.com/en/migrated/manual/spire-user-manual-accounts-payable) - [Spire User Manual - Payroll](https://cs.geminilogic.com/en/migrated/manual/spire-user-manual-payroll) - [Spire User Manual - Production Manager](https://cs.geminilogic.com/en/migrated/manual/spire-user-manual-production-manager) - [Spire User Manual - Service Manager](https://cs.geminilogic.com/en/migrated/manual/spire-user-manual-service-manager) - [Spire User Manual - User Defined Fields](https://cs.geminilogic.com/en/migrated/manual/spire-user-manual-user-defined-fields) - [Spire User Manual - Job Costing](https://cs.geminilogic.com/en/migrated/manual/spire-user-manual-job-costing) - [HubSpot](https://cs.geminilogic.com/en/migrated/manual/hubspot) - [Updates](https://cs.geminilogic.com/en/migrated/manual/hubspot#updates) - [Gemini Logic](https://cs.geminilogic.com/en/migrated/manual/gemini-logic) - [Shipping](https://cs.geminilogic.com/en/migrated/manual/shipping) - [Sales Taxes](https://cs.geminilogic.com/en/migrated/manual/sales-taxes) - [Spire User Manual](https://cs.geminilogic.com/en/migrated/manual/spire-user-manual) - [Customers](https://cs.geminilogic.com/en/migrated/manual/spire-user-manual#customers) # SALES ORDERS - Add Using Copy ## Copy from an existing Sales Order or a Sales History or Sales GL or AR Transaction - ![](https://cs.geminilogic.com/hubfs/image-png-Dec-20-2022-12-33-35-6086-PM.png) **Copy** from an existing Sales Order - from the Sales Order List window select a Sales Order - click ![](https://cs.geminilogic.com/hubfs/image-png-Dec-20-2022-12-33-35-6086-PM.png) **Copy**           ![SalesOrderListCopy](https://cs.geminilogic.com/hs-fs/hubfs/SalesOrderListCopy.png?width=631&height=241&name=SalesOrderListCopy.png) - - the new Sales Order will pop up for you to make any changes - ** ![](https://cs.geminilogic.com/hubfs/image-png-Dec-20-2022-12-33-42-1800-PM.png) Save** or ![](https://cs.geminilogic.com/hubfs/image-png-Dec-20-2022-12-33-47-7255-PM.png) **Save and Close** or ![](https://cs.geminilogic.com/hubfs/image-png-Dec-20-2022-12-33-57-3273-PM.png) **Save and Create New** - ![](https://cs.geminilogic.com/hubfs/image-png-Dec-20-2022-12-33-35-6086-PM.png) **Copy from Sales History** - select 1 of 3 locations: - **Sales History Module**                    ![](https://cs.geminilogic.com/hs-fs/hubfs/image-png-May-07-2023-12-49-22-5077-PM.png?width=621&height=149&name=image-png-May-07-2023-12-49-22-5077-PM.png) - - - **Inventory > Sales tab > History tab**                   ![](https://cs.geminilogic.com/hs-fs/hubfs/image-png-May-07-2023-12-56-08-3689-PM.png?width=476&height=250&name=image-png-May-07-2023-12-56-08-3689-PM.png) - - - **Customer > Sales Tab > Invoices Tab**                  ![](https://cs.geminilogic.com/hs-fs/hubfs/image-png-May-07-2023-01-03-21-3631-PM.png?width=576&height=279&name=image-png-May-07-2023-01-03-21-3631-PM.png) - - - select the transaction(s) from the list - click on ![](https://cs.geminilogic.com/hubfs/image-png-May-07-2023-01-36-50-0024-PM.png) **View** - from the Invoice view, click on ![](https://cs.geminilogic.com/hubfs/image-png-Dec-20-2022-12-44-02-8058-PM.png) Copy - or - ![](https://cs.geminilogic.com/hubfs/image-png-Dec-20-2022-12-44-09-0626-PM.png) **Reverse **(see also [Sales Orders - Credit / Reverse](https://cs.geminilogic.com/en/manual/sales-orders-credit-invoices)) - check the desired Copy options or **Select All** **                       ![](https://cs.geminilogic.com/hs-fs/hubfs/image-png-May-07-2023-01-05-55-3007-PM.png?width=190&height=222&name=image-png-May-07-2023-01-05-55-3007-PM.png)** - - - new Sales Order will open for opportunity to make required changes - ![](https://cs.geminilogic.com/hubfs/image-png-May-07-2023-01-39-31-9315-PM.png) **Save **or ![](https://cs.geminilogic.com/hubfs/image-png-May-07-2023-01-39-48-6583-PM.png) **Save and Close** or ![](https://cs.geminilogic.com/hubfs/image-png-May-07-2023-01-40-03-2316-PM.png) **Save and Create New** - ![](https://cs.geminilogic.com/hubfs/image-png-Dec-20-2022-12-33-35-6086-PM.png) **Copy from General Ledger Sales Transaction** (user settings permitting) - select from 1 of 2 locations: - **General Ledger > Accounts tab     **                 ![](https://cs.geminilogic.com/hs-fs/hubfs/image-png-Dec-20-2022-12-46-19-4534-PM.png?width=404&height=218&name=image-png-Dec-20-2022-12-46-19-4534-PM.png) - - - - double-click to open an account effected by the Sales History transaction (ie: Inventory at Cost)  - click on the **Transactions** tab - **GL Transactions tab** **               ![](https://cs.geminilogic.com/hs-fs/hubfs/image-png-Dec-20-2022-12-52-18-5779-PM.png?width=580&height=216&name=image-png-Dec-20-2022-12-52-18-5779-PM.png)** - - select the transaction from the list then click on ![](https://cs.geminilogic.com/hubfs/image-png-Dec-20-2022-12-50-35-2349-PM.png) **Transaction** and select ![](https://cs.geminilogic.com/hubfs/image-png-Dec-20-2022-12-50-42-3277-PM.png) **View Source** - or - double-click to open the transaction then click ![](https://cs.geminilogic.com/hubfs/image-png-Dec-20-2022-12-51-06-7321-PM.png)  **View Source** - from the Invoice **View**, click ![](https://cs.geminilogic.com/hubfs/image-png-Dec-20-2022-12-51-32-2390-PM.png) Copy -or- ![](https://cs.geminilogic.com/hubfs/image-png-Dec-20-2022-12-51-37-6520-PM.png) Reverse - check the desired Copy options or **Select All** **                ![](https://cs.geminilogic.com/hs-fs/hubfs/image-png-May-07-2023-01-15-29-1144-PM.png?width=186&height=218&name=image-png-May-07-2023-01-15-29-1144-PM.png)** - -  the new Sales Order will open for opportunity to make required changes  - **![](https://cs.geminilogic.com/hubfs/image-png-May-07-2023-01-50-46-3515-PM.png) Save **or  ![](https://cs.geminilogic.com/hubfs/image-png-May-07-2023-01-50-51-0505-PM.png) **Save and Close** or  ![](https://cs.geminilogic.com/hubfs/image-png-May-07-2023-01-50-56-2286-PM.png) **Save and Create New** - ![](https://cs.geminilogic.com/hubfs/image-png-Dec-20-2022-12-33-35-6086-PM.png) **Copy from an Accounts Receivable Sales Transaction** (user access permitting)  - open the Accounts Receivable transaction from 1 of 2 locations: - **Accounts Receivable Module** - double-click to open the AR account - **Customer >** **Accounts Receivable Tab**                 ![](https://cs.geminilogic.com/hs-fs/hubfs/image-png-May-07-2023-01-25-25-4399-PM.png?width=542&height=271&name=image-png-May-07-2023-01-25-25-4399-PM.png) - - select the Invoice transaction from the open items or all items (click ![](https://cs.geminilogic.com/hubfs/image-png-Dec-20-2022-12-53-26-3484-PM.png) **Show Open** and select **All** or **All Since Last Year (Fiscal)**)                ![](https://cs.geminilogic.com/hs-fs/hubfs/image-png-Dec-20-2022-12-53-46-6651-PM.png?width=607&height=288&name=image-png-Dec-20-2022-12-53-46-6651-PM.png) - - click on ![](https://cs.geminilogic.com/hubfs/image-png-Dec-20-2022-12-53-40-1616-PM.png) **View Invoice** - - from the Invoice **View**, click on ![](https://cs.geminilogic.com/hubfs/image-png-Dec-20-2022-12-54-16-7496-PM.png) Copy -or- ![](https://cs.geminilogic.com/hubfs/image-png-Dec-20-2022-12-54-22-4710-PM.png) **Reverse** - check the desired Copy options or **Select All** **              ![](https://cs.geminilogic.com/hs-fs/hubfs/image-png-May-07-2023-01-15-29-1144-PM.png?width=186&height=218&name=image-png-May-07-2023-01-15-29-1144-PM.png)** - - the new Sales Order will open for opportunity to make required changes - **![](https://cs.geminilogic.com/hs-fs/hubfs/image-png-May-07-2023-01-50-46-3515-PM.png?width=25&height=25&name=image-png-May-07-2023-01-50-46-3515-PM.png) Save **or  ![](https://cs.geminilogic.com/hs-fs/hubfs/image-png-May-07-2023-01-50-51-0505-PM.png?width=25&height=25&name=image-png-May-07-2023-01-50-51-0505-PM.png) **Save and Close** or  ![](https://cs.geminilogic.com/hs-fs/hubfs/image-png-May-07-2023-01-50-56-2286-PM.png?width=25&height=25&name=image-png-May-07-2023-01-50-56-2286-PM.png) **Save and Create New** [![company logo](https://cs.geminilogic.com/hs-fs/hubfs/Gemini%20Logic%20-%20Black-1.png?height=120&name=Gemini%20Logic%20-%20Black-1.png)](https://www.geminilogic.com/) Gemini Logic - 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