Copy Existing Items to Create New Items

When you add a new item, to save time, you can use the Copy Item function to copy an existing item to use as a template for a new item.

To copy an existing item to a new item

  1. Choose the Lightbulb that opens the Tell Me feature icon, enter Items, and then choose the related link.

  2. Select the item that you want to copy, and then choose the Copy Item action.

    If you cannot find the Copy Item action, choose to view more options, and then find it under Actions, Functions.

  3. On the Copy Item page, fill in the fields. Hover over a field to read a short description.

    Note

    You can enter a specific item number in the Target Item No. field that you want the new item to get. Alternatively, you can select an existing number series in the Target No. Series field. The new item will then be assigned the next available number in that number series.

  4. To copy your selections to the new item, choose the OK button.

See Also

Register New Items
Setting Up Inventory