Segments to Copy

Use the Segments to Copy screen to copy a selected segment to create a new quote.

The fields on the Segments to Copy screen are:

Field	Description
Assign reference # or Leave blank for next number	Allows you to assign your own reference number to the new quote or if left blank the system generates a new reference number.
Segment	The segment number.
Description	A brief description of the segment.
Checkbox	Allows you to choose which segment you wish to copy.

Use these buttons to complete your work on the Segments to Copy screen:

Button	Function
Save	Saves changes made on the Segments to Copy screen and opens copied quote or work order.
Close	Closes the Segments to Copy screen without saving and returns to the previous screen.

Revision: 2025.10