Duplicate order contact info

[awardsguy]

When we duplicate an order from a customer, the billing info request screen pops up and we have to select a person...but when we do, the contact person on the actual order form doesn't change and displays the same person that originally placed the previous order. Is there any way we can have the new contact person's info autofill the order form? We're constantly forgetting to change the contact person on re-orders and because of that, we'll call the incorrect person when we have to make a phone call. Are we doing somethng incorrectly as we breeze thru the re-order process?

[M. David Matney]

When we duplicate an order from a customer, the billing info request screen pops up and we have to select a person...but when we do, the contact person on the actual order form doesn't change and displays the same person that originally placed the previous order. Is there any way we can have the new contact person's info autofill the order form? We're constantly forgetting to change the contact person on re-orders and because of that, we'll call the incorrect person when we have to make a phone call. Are we doing something incorrectly as we breeze thru the re-order process?

During the duplicate order process, if you find the order you wish to duplicate, and the demographics information is not the same on the new order as it is shown on the order being duplicated, then uncheckmark the "Duplicate Demographics" checkbox. This will duplicate the order, but will not duplicate the Company Name, Address, City, State, Zip, etc. This will force you to select the new contact information on the new order from the direct bill options.

[awardsguy]

Exactly. What I'm asking is if we could just use a pulldown list of company buyers to fill in the demographic information when there is a different buyer than there was on the original order. We could use the same pulldown list as we do for the billing information. When a buyer leaves, then every repeat order we do for the new buyer makes us fill in that information. It's a pain and confusing (and takes time).

[M. David Matney]

Exactly. What I'm asking is if we could just use a pulldown list of company buyers to fill in the demographic information when there is a different buyer than there was on the original order. We could use the same pulldown list as we do for the billing information. When a buyer leaves, then every repeat order we do for the new buyer makes us fill in that information. It's a pain and confusing (and takes time).

How about a Checkbox that indicates to override the information on the order.

We cannot change the current functionality as there are valid reasons to have a contact person on the order that is different than the person responsible for paying for the order. Example of a valid reason:

Jack Jones is the Department manager at a corporation. Susie Que is his secretary. Susie Que is the contact person on the order, however the direct billing contact is Jack Jones.

So there are valid reasons why the contact on the order should be different than the direct bill contact. We can add a checkbox that if you select that option then it will use the contact persons information on the customer record to override the information on the order. Then you can achieve what your looking for but on a case by case basis.

[awardsguy]

So, we'd have a billing pulldown and then a box to check if we want that same information populating the order form? That would work-