PMO PLT: How to copy and paste line items?


Users can copy and paste line items within a quote and paste it in another quote.

1. Login into COMPAS with valid credentials

2. Create a new quote or open an existing quote

    Create new quote -  

    Open existing quote - 

3. Make the quote as editing "ON" 

4. Go to the Cart view of a quote.  

5. Select a line(s) needed to be copied (Select a line enables the "copy" icon)

6. Click on "copy" as highlighted in the above image.

7. On doing so, the paste icon gets enabled. (No longer grayed out). Also, a pop up notifies the user that the selected line items is copied.

            

8. Now the user can paste the copied line items

a) into the same quote multiple times [copy is enabled until delete of line item action is triggered]

b) into another quote. (when going to another quote the "paste" icon will be enabled when the editing is "ON")



Article ID: 4277
Last updated: 20 Aug, 2020
Revision: 1
Learning_Track -> PMO PLT: How to copy and paste line items?
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