How to quickly add other colors/sizes for a product in Sales Order/Quote
In this article
Copy a product row
Copy an existing catalog product to add another colour or size without searching for the style again. Open the order from Sales → Quotes (or Sales Orders) and choose View from its More actions menu. The copy keeps the product and quantity, inheriting the style's pricing group and service matrix once confirmed.
Before you start
The job needs an existing product row. If you are building a new quote, follow Add products to a job. In an unpublished draft, open the job editor to reach its line items table; on a published order, use Live Edit below. Both draft jobs and Live Edit require confirming the row with its checkmark before saving.
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Under Line Items on the job, click Live Edit.
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Click Copy on the product row you want to start from.
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To change the colour, open the copied row's colour picker.
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Choose the colour. Keep the existing colour if you only need another size.
Check size after colour
A copy can prefill a different size. Changing the colour clears the size, so pick a size to keep Confirm active.
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Open the size picker.
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Choose the size you need.
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Enter the quantity for this variant.
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Click the checkmark, Confirm, at the end of the copied row.
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Click Save and Close. The saved variant appears as its own line item.
New variants appear as unbilled on existing invoices and shipments; add them to packages or invoices separately.
Cancel or remove an unwanted copy
Before you confirm a copied row, you can cancel it. To remove a confirmed variant on a published order, open Live Edit under Line Items first.
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To discard an unconfirmed copy, click the minus icon, Cancel, at the end of that row.
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To remove a confirmed copy, click its trash icon, Remove, in the editor.
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In Live Edit, click Save and Close to save the removal.
Closing the editor without saving discards changes. Variants already invoiced or shipped cannot be removed until those records are updated.