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Xenial Product Documentation

Duplicate Order

Xenial Cloud Portal4-Dot MenuSuite CateringOrdersOrder List

To duplicate one order to multiple events, follow instructions in Batch Duplicate Order.

To copy an order:

  1. Navigate to the Suite Catering Order List area.

  2. Open the Create Duplicate Order popup in one of the following ways:

    • From the Order Number column, select the order number link and then from the upper-right of the order details page select Duplicate.

      Note

      • When an order is in the Edited state, a confirmation popup will appear, prompting whether to duplicate the order without saving changes.

      • Changes to items, payments, discounts, and admin fees are saved in real-time and do not trigger the order to transition to the Edited state. However, if other changes are made but not saved, the order will transition to the Edited state.

    • Select the checkbox to the left of the order number link and and then from the Actions dropdown select Duplicate. Please be aware of that the Duplicate option is hidden when selecting multiple orders.

    Note

    • Orders that have no ADO items cannot be duplicated.

    • If the selected order contains invalid items, an error message is displayed, indicating that there are invalid items and asking you whether to continue. If you select Yes, the selected order is copied but invalid items are removed from the order; if you select Cancel, the Create Duplicate Order popup is closed.

  3. From the Create Duplicate Order popup, use the Account, Authorized User, Suite Class, Suite, and Event dropdowns to select the desired account, authorized user, suite class, suite, and event.

    • If selecting a temporary guest account, complete the First Name, Last Name, Email, Phone (Business), Phone (Home) and Phone (Mobile) fields.

    • In the Authorized User dropdown, "Primary" appears beside the primary authorized user.

    • Turn on the Universal Assignment toggle if needed. This toggle is hidden from guest accounts.

    • If the Universal Assignment toggle is enabled, it is possible to copy orders to unassigned suites and events.

  4. From the lower-right of the Create Duplicate Order popup, select Confirm to save the settings.

    • Alternatively, from the lower-left of the Create Duplicate Order popup, select Cancel to abandon the settings.

    • For details about which information will be duplicated and which will not, see Duplicated Order Information.