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





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



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



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



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



Thank you.

Updated on: 01/02/2024