How to copy set of fields from one master to other master
We understand that entering data manually for every entry with the same settings can take a while. To save you time when setting up your masters, we've introduced a copy settings feature. Now, you can easily duplicate a set of fields from one master to another.
A- Sections eligible for copying settings
B- How to copy settings
A- Sections eligible for copying settings:
Currently, you can use copy settings in 4 sections in your Masters, each section has different fields that you can copy.
1- Customers
2- Suppliers
3- My Drivers
4- My Vehicles
B- How to copy settings:
Note: Once you have copied the settings it is an irreversible action.
1- Customers-
Go to Masters - Customers - select the customer you want to copy data from - click on the top right gear icon - select ‘Copy settings to other customers’ - Select from drop down either customer name or customer group - Under ‘Basic Settings’ select the fields you want to copy - Copy
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Advanced settings:
There are 3 settings to copy -
A- Custom Fields (By reference)- Selecting this would automatically copy existing custom field as well as in the future if you create new custom field it would get automatically updated in the destination customer
B- Custom Fields (Add New)- Selecting this would copy only existing custom fields to destination customer
C- Pricing: Selecting this would copy pricing to destination customer
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2- Suppliers:
Go to Masters - Suppliers - select the supplier you want to copy data from - click on the top right gear icon - select ‘Copy settings to other suppliers - Select from drop- down either supplier name or supplier group - Under ‘Basic Settings’ select the fields you want to copy - Copy
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In the suppliers section you can choose copy network settings as well that have been mentioned in your Booking/Duties settings
3- My Drivers:
Go to Masters - My Drivers - select the driver you want to copy data from - click on the top right gear icon - select ‘Copy settings to other drivers’ - Select from drop- down driver name - Under ‘Basic Settings’ select the fields you want to copy - Copy
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4- My Vehicles:
Go to Masters - My Vehicles - select the vehicle you want to copy data from - click on the top right gear icon - select ‘Copy settings to other suppliers - Select from drop- down either vehicle name or vehicle group - Under ‘Basic Settings’ select the fields you want to copy - Copy
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Thank you.
A- Sections eligible for copying settings
B- How to copy settings
A- Sections eligible for copying settings:
Currently, you can use copy settings in 4 sections in your Masters, each section has different fields that you can copy.
1- Customers
2- Suppliers
3- My Drivers
4- My Vehicles
B- How to copy settings:
Note: Once you have copied the settings it is an irreversible action.
1- Customers-
Go to Masters - Customers - select the customer you want to copy data from - click on the top right gear icon - select ‘Copy settings to other customers’ - Select from drop down either customer name or customer group - Under ‘Basic Settings’ select the fields you want to copy - Copy
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
Advanced settings:
There are 3 settings to copy -
A- Custom Fields (By reference)- Selecting this would automatically copy existing custom field as well as in the future if you create new custom field it would get automatically updated in the destination customer
B- Custom Fields (Add New)- Selecting this would copy only existing custom fields to destination customer
C- Pricing: Selecting this would copy pricing to destination customer
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2- Suppliers:
Go to Masters - Suppliers - select the supplier you want to copy data from - click on the top right gear icon - select ‘Copy settings to other suppliers - Select from drop- down either supplier name or supplier group - Under ‘Basic Settings’ select the fields you want to copy - Copy
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In the suppliers section you can choose copy network settings as well that have been mentioned in your Booking/Duties settings
3- My Drivers:
Go to Masters - My Drivers - select the driver you want to copy data from - click on the top right gear icon - select ‘Copy settings to other drivers’ - Select from drop- down driver name - Under ‘Basic Settings’ select the fields you want to copy - Copy
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4- My Vehicles:
Go to Masters - My Vehicles - select the vehicle you want to copy data from - click on the top right gear icon - select ‘Copy settings to other suppliers - Select from drop- down either vehicle name or vehicle group - Under ‘Basic Settings’ select the fields you want to copy - Copy
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Thank you.
Updated on: 01/02/2024
Thank you!