This article outlines the steps to duplicate a Cost Sheet in Sync. Duplication is commonly used when a new style shares similarities with an existing one, saving time by reusing the original structure, variables, and setup.
PURPOSE
To enable users to quickly create a new Cost Sheet by duplicating an existing one. This eliminates the need to manually re-enter common data for similar styles or repeat orders.
KEY BENEFITS
- Saves time by reusing an existing Cost Sheet structure
- Ensures consistency across similar styles or repeat orders
- Reduces data-entry errors by leveraging previously approved configurations
FOLLOW STEPS BELOW:
1. From the Sync Toolbar, Click on Search
2. Select ‘Jobs
3. Apply relevant filters e.g. Division or Job#
4. Enter a Search Criteria
5. Click ‘Search’
6. Click ‘Select’
7. Click on the ‘Duplicate’ Button
8. Within the ‘Duplicate Job’ Window, complete the following fields
- Description
- Due From (If Required)
- Due To
- Production Date (Anticipated Goods Received Date)
- PO#
- Division
- Variables e.g. Department, Season
- Style
- Size Template
9. If applicable, tick the ‘Single Customer Field’ and Select Customer
10. Tick ‘Global’ and Select ‘Process’
11. Click ‘Ok’
ADDITIONAL NOTES
After duplication, review all fields to ensure accuracy, particularly size templates, vendor details, and cost information.
A duplicated Cost Sheet can be edited and customized before locking or approving.
Ensure naming conventions and PO# are updated to avoid duplication conflicts.
NB. For a quick tutorial watch below