Mintsoft training · Orders
Copy an order in seconds.
Parcel lost or damaged? Customer wants the same again? Copy the original order instead of typing it all in, and we’ll send it out like any other. Here’s how, screen by screen.
Open Orders Overview
In the menu, click Orders, then Overview.
- 1OrdersOpens the orders menu.
- 2OverviewLists all your orders.
Illustration of the client portal. Your screen may look slightly different.
Find and tick the order
Search for the order you want to send again, then tick the box next to it.
- 1SearchUse the order number, customer name or postcode.
- 2Tick boxSelects the order. You can tick more than one to copy several at once.
Illustration of the client portal. Your screen may look slightly different.
Choose Copy and click Go
In Bulk Actions, choose Copy, then click Go.
- 1CopyMakes an exact copy of the order: same products, address and courier.
- 2GoCreates the copy straight away.
Illustration of the client portal. Your screen may look slightly different.
Find your new order
The copy appears with -Copy on the end of the order number and the status NEW. We’ll pick and send it like any other order.
- 110482-CopyYour new order, status NEW. It takes stock like a normal order, and you can still change it.
- 2Original orderStays exactly as it was.
You can only copy an order once, because the copy already uses the -Copy number. Need to send it again? Copy the -Copy order, or email us.
Illustration of the client portal. Your screen may look slightly different.
Change anything you need (optional)
Sending to a new address or need a different product? Open the copy with Actions → Details, make your changes and click Update.
- 1AddressUpdate it if the customer has moved or gave the wrong one.
- 2Courier ServiceChoose a faster service if needed.
- 3CommentsNote why it’s being resent, so everyone knows.
- 4UpdateSaves your changes. Use the Items tab to add, remove or change products.
Make changes while the order is NEW. Once we start picking it, email us instead.
Illustration of the client portal. Your screen may look slightly different.
What you’ll see
Same order, new number.
Stays as it is, with its tracking and history.
A new order with status NEW, ready for us to pick.
When to use it
Handy for resends and repeats.
Lost in transit
Copy the order, and make sure you claim from the courier too.
Arrived damaged
Send a replacement straight away and keep the customer happy.
Wrong address
Copy it, then update the address before we pick it.
Repeat orders
A regular customer wants the same again? Copy and go.
Same items, different customer
Copy it, then change the name and address.
Our mistake?
If we sent the wrong item, don’t copy it. Email us and we’ll put it right.
Questions
Common questions.
Will the copy use stock?
Yes. It’s a brand-new order, so it takes stock and is picked, packed and charged like any other. If there isn’t enough stock, it waits as a back order.
Can I copy the same order twice?
Not from the original, because the -Copy number already exists. Copy the -Copy order instead, or email us and we’ll help.
Can I copy lots of orders at once?
Yes. Tick every order you want to copy, then choose Copy and click Go.
I can’t see the Copy option
Your user may not have permission to copy orders. Email us and we’ll check your access.
Can I change the products on the copy?
Yes, while it’s NEW. Open it with Actions → Details, go to the Items tab and add, remove or change quantities.
Should I copy an order we picked wrongly?
No. Email us with the order number and what went wrong, and we’ll sort out the replacement.
Based on Mintsoft’s Copy an order, Update order details, Add or remove order items and Orders roles and permissions guides.
Need a hand?
We’re here to help.
Something gone wrong with a delivery? Send us the order number and we’ll look into it.