Copying saves re-keying a document that is nearly the same as one you already have. On the
quotes and orders lists a Copy button on each row starts a copy; the copy is a new
document, so changing it never affects the original.

Copying for the same customer

Press Copy and confirm. You get a new document for the same customer, with the
items, design, bill of material and glass copied across, and totals re-derived on the new
document.

Copying to a different customer

In the copy dialog, tick Copy to another customer and choose the customer (type a few
letters to filter the list). This does more than change the name on the document:

• the new document takes that customer’s contact, ship-to and bill-to addresses,
  sales representative, payment terms and currency;
• it takes their tax codes, so tax is recalculated at their rates;
• it takes their discount / factor and any group surcharges;
• every item is then re-priced for the new customer.

The prices will not match the document you copied from. That is the point of copying
to another customer — the new document is priced as if you had entered it for them
— but check the totals before sending it, especially if the two customers are on
different price levels or currencies.

If you cannot see the Copy button

Copying is controlled by two separate rights, and a right you do not have hides its
control rather than greying it out:

What you see	What it means
No Copy button on the row	You do not have Copy Order/Quote.
Copy works, but there is no Copy to another customer tick-box	You have Copy Order/Quote but not Copy Order/Quote to Another Customer.

Both are ordinary user rights, so an administrator can grant them — see
User rights & groups. In User Management (or User Group
Management, to do it for a whole group) find the Customer module and tick:

• Copy Order/Quote — may copy at all;
• Copy Order/Quote to Another Customer — may also re-target the copy at a
  different customer.

They are deliberately separate: re-targeting a document at another customer rewrites its
pricing, taxes and terms, which is a bigger step than duplicating a document for the customer
who already owns it. It is normal to grant the first widely and the second to a few people.

A newly granted right takes effect the next time the user signs in.