Creating a Copy of Order Flow
If needed, a current order flow used by provider or any of resellers can be saved in one of existing order flows. A copied order flow is called source and a template where the current order flow is saved is called target. As a result of copying, target order flow is overwritten with a source one.
You can copy an order flow into another existing order flow or just create a new order flow copy. For that:
- Open System > Settings > Order Processing > All Order Flows.
- Click on the order flow you want to be copied (a source).
- Click Copy.The respective form is displayed.
- Select whether the order flow will be copied to an existing flow, or to a new copy. Use the Destination Order Flow section.
- Click
next to the Copy to Existing field. From the window that opens, select your order flow that will be used to save a copy.
- Check the respective boxes to apply global and provider's customization.
- Review the copying summary and if everything is correct, click Finish. Otherwise, click Cancel to be one wizard step back.
Note: the All Order Flows menu item is only visible in PCP; only provider can change (edit) order flows.