Duplicate or Link Sales/Hire Records

HirePOS allows you to duplicate or link existing Quotes, Bookings, Invoices, and other Sales/Hire records. This can save time when creating a new record with similar customer, item, and hire details.

To duplicate a Sales/Hire record:

1. Open the record you want to copy.

2. Click Options at the top right and select Create Duplicate.

3. Select the required action and duplication options.

4. Click Duplicate to create the new record.

The Duplicate action creates a separate copy of the current record. The new record is not linked to the original.

The duplication screen provides several actions:

• Duplicate – Creates a separate copy of the current record without linking the records.

• Link – Creates a new record linked to the original for unified billing. This can be useful for additional charges or related transactions.

• RollOver – Extends the current hire into the next billing cycle by creating a new linked On Hire Invoice.

• Service – Extends the hire into the next billing cycle and creates an Onsite Service record for the new start date, such as for a bin swap.

When using Link, the new linked Invoice has its Delivery Schedule set to Not Required, even if the original Invoice has a different Delivery Schedule setting.

Linked Invoices are commonly used for additional charges that do not require another delivery, so delivery is not required by default. You can change the Delivery Schedule on the new Invoice afterwards if required.

Depending on the selected action, you can choose how hire dates are handled:

• Don't copy hire dates – Leaves the hire dates blank on the new record.

• Use Event Dates – Uses the dates from the linked Event, when applicable.

• Use specific hire dates/times – Sets the new record to the Start and Finish dates/times you enter.

• Move hire dates forward – Moves the existing hire dates forward by a specified number of Days, Weeks, Months, Quarters, or Years.

For example, entering a Time Span of 1 and an Interval of Month moves the hire dates forward by one month.

Depending on the selected action, you may also have options to:

• Copy Comments

• Copy Customer PO#

• Use current retail prices (ignore customer discounts)

• Exclude returned hire items

• Rollover Meter Readings

These options allow you to control which information is carried across to the new record.

Enable Use current retail prices (ignore customer discounts) to apply the current prices from your HirePOS price list instead of retaining historical pricing, customer-specific rates, or discounts from the original record.

For more information, see https://docs.hirepos.com/en/articles/12190977.