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Note: While the Clone process is the same for all transactional documents, a quotation is used as the example for this article.
To clone a sales transaction, navigate to the relevant transaction. Open it by double-clicking it in the list, or by selecting it and pressing Enter.
Click Clone on the toolbar.
A popup appears, asking you to confirm the action.
Click Yes to clone the sales transaction. A copy is created and opened for viewing or processing.
Note: The sales transaction is created and saved immediately when cloned.