Change a Customer in a Quote or Sales Order

Published quotes and sales orders lock the customer to protect existing invoices, shipments, and portal links. To change the customer, clone the order into a new draft, select the customer in the copy, and void the original. The copy receives its own order number and customer portal link.

If the order is still in Draft status, skip cloning and start at Choose the correct customer.

Clone the original order

Open the order from Sales > Sales Orders or Sales > Quote.

1. In the top-right corner of the order, open the three-dot Quick Actions menu (⋮).

   

2. Choose Clone Sales Order, or Clone Quote for a quote. YoPrint opens the copy as a draft.

   

   For a quote:

   

Choose the correct customer

1. In Select a customer, click the X to clear the existing customer, then type the new customer's name.

   

2. Select the customer from the results.

   

   If the customer is not listed, click + Add Customer at the bottom of the list, or add their customer record beforehand.

3. Review Email Recipients, Default Bill To and Default Ship To for the new customer. Leave Default Ship To blank for in-person pickup.

   

Default Bill To is also optional, and sets the address printed on invoices and receipts. Selecting Email Recipients designates who receives future manual messages; YoPrint does not email them automatically upon publishing.

YoPrint applies the new customer's default payment terms, pricing group, and warehouse. Review these settings under Overview and in the job details, and adjust them if they should match the original order.

Check any shipments

If the draft has shipments, check each one before publishing. The order's Default Ship To is not a substitute for reviewing an existing shipment. If the customer will pick up the order, delete unneeded shipments from their row menus.

1. Open the three-dot menu beside the shipment.

   

2. Choose Edit.

   

3. Check Shipping Address is the destination for the new customer. Review the shipping type, receiver contact and line items in the same form, and make any needed corrections.

   

   If the customer has no saved address, click Add Address in the dropdown.

4. Click Save and Close.

   

Publish the replacement order

1. Click Publish when the customer, addresses, shipments and order details are correct. Note the new order number so you can distinguish it from the original.

   

Void the original order

1. In the breadcrumb at the top, click Sales Orders (or Quotes) to open the original order, then open its three-dot Quick Actions menu (⋮).

   

2. Choose Void Sales Order, or Void Quote for a quote.

   

3. Check the order number in the confirmation, then click Void sales order or Void quote. Choose Cancel to keep the original.