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CR.65: Copy Products Between Clients

Written by Anthony Hodge

Updated at August 12th, 2025

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Table of Contents

Business Benefits Usage Preconditions Subsequent Actions Program Fields and Functions

Note that you can click the button (or press F5) to invoke field help at any time from within the job panel itself.

Business Benefits

Whenever you set up Product codes, the setup is simple. However, if the same code has to be set up for a number of Clients, it would be convenient to be able to copy the information rather than have to re-enter it over and over. This program allows you to copy a Product code, thereby saving you time and eliminating the possibility of error inherent in transcribing this information manually.

Note: For related documentation and workflows, see CR - Client Related.

Usage

Use this job to copy Product code information from one Client to another.

The Product code setup defaults are copied, with any stock balances removed.

Caution:

Remember that the copy process will also copy Billing Profiles. So be sure that this is OK (ie. make sure that the "destination" Client should be using the same Billing Profile as the "source"Client).

Print:

There is no option in this program to print the values that have been copied.

Preconditions

Client codes must be set up in program CR.06 [Client Names and Addresses] and Product codes in program CR.62 [Client's Inventory Products].

Subsequent Actions

After running this program, the Product(s) copied exist(s) for both Clients.

Program Fields and Functions

To review a text version of the field help, click here. Click thebutton (or press F5) to invoke field help at any time from within the job panel itself.

duplicate transfer

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