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Duplicate a record

Copy an existing record in RockifyERP to create a similar one quickly, such as a new item or quotation.

How to do it in RockifyERP

  1. Open the record.
  2. Open the ⋯ menu and choose Duplicate.
  3. Change what’s different and save.

Tip: Duplicating a quotation is the fastest way to quote a repeat customer.

Related RockifyERP guides

Need more help with RockifyERP?

Can’t find what you’re looking for? The RockifyERP support team can walk you through it. Contact RockifyERP support.

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