Duplicating an existing Purchase Order

Duplicating an existing Purchase Order

Cloning is how you duplicate a Purchase order in JobBag.

Cloning a purchase order allows you to quickly duplicate/create a new PO using the details from an existing one. This saves time - especially when many fields remain the same.

Why Clone a Purchase Order?

Cloning duplicates all data from an existing PO into a new one, including:

• Supplier and contact details
• Line items
• Payment terms
• Job information
• On-cost calculations

Only the PO number will change to a new unique number.

Where to Go to Clone a Purchase Order

Jobs window

If you have the job number use the jobs window

JobBag > Jobs > Select Job > Purchase Order Tab > Select Purchase Order > Clone

Costing menu

If you want to search by supplier, client and make a purchase order worklist

Costings > Purchase Orders > Find

Steps to Clone a Purchase Order

1. Select the PO you want to copy.

2. Click the Clone Icon

   Result:

   A new purchase order is created with all fields copied from the original. It will have a new PO number.

   Review and Edit as needed:

   • Update the job number
   • Change the amounts
   • Adjust the due date
   • Add, remove or modify line items
3. Save the new purchase order when done.