Best Practices: Copy Button and Custom Values

Best Practices: Copy Button and Custom Values

The Copy button () is an option that is available on many pages in OrderLogix including Items, Offers, Sources, Shipping, Employees and more. When you are setting up a large amount of similar data at one time, using the copy button can make this process much quicker.  The copy function creates a new line item with the same selections as the original with "Copy of" appended at the beginning of the name. You will want to be mindful that, while all selections are copied to the new item, Custom Values will not be copied. These will need to be manually re-entered for the new item. If you have any further questions regarding the copy button or custom values, please contact OrderLogix Customer Care. Thank you!