Streamline Business Processes with Powerful Copy Rules in QuickEasy BOS

Every business relies on efficient transaction management. Whether you’re creating quotations, processing invoices, managing production, or tracking inventory, moving information accurately between transactions is essential. In QuickEasy BOS, this process goes far beyond simple copy-and-paste functionality.

Using fully configurable Copy Rules, organisations can automate workflows, enforce business processes, and eliminate repetitive data entry—saving time while improving accuracy.

Build Workflows That Fit Your Business

Copy Rules let you decide exactly where a transaction can go next. For example, a quotation can flow into a sales order, customer invoice, or delivery note. A sales order can continue into a work order, purchase order, delivery note, or invoice. This flexibility helps you build a transaction path that supports sales, production, procurement, and fulfilment in one connected system.

Use Statuses to Stay in Control

Every transaction in QuickEasy BOS is managed by status, so you stay in control at every stage. You can decide when a transaction is ready to move forward and even change its status automatically when it is copied. For example, you can allow a quotation to become a sales order only once it is complete or mark an invoice as credited when you copy it to a credit note. This process gives your team a clear process and protects data integrity.

Because status changes are optional, you can keep your setup simple or make it as structured as your workflow requires.

Choose How Copy Rules Run

QuickEasy BOS gives you several ways to run a Copy Rule. You can keep a rule inactive until you need it, add it as a manual action for users, trigger it automatically when a transaction reaches a specific status, or create a dedicated payment action that turns an invoice into a receipt. You can even support specialised production scenarios, such as acquiring materials, managing outsourced work, or remaking a work order after a quality-control failure. This makes Copy Rules practical across finance, operations, and manufacturing workflows.

Copy the Right Information Every Time

Each transaction includes a header and item lines, and Copy Rules let you control both. You can copy only the header information, duplicate all items, combine values into a single amount, or move only the lines that match a specific operational purpose. In QuickEasy BOS, this logic is driven by Resolve options that help the system identify what should happen next in your workflow and how items should affect inventory.

For example, you can copy purchase items into a purchase order, production items into a work order, reserved items into a stock allocation process, or received items into the correct inventory movement. You can also use amount-based copying when you want multiple lines to become a single payment value. This level of control helps ensure that every copied transaction stays relevant, accurate, and aligned with your stock and costing processes.

Fine-Tune the Details

Copy Rules also include practical controls that support real-world operations. You can allow partial copying for outstanding items, pull pricing from a previous transaction when needed, reset the flow for a fresh process, keep the original date, ask users to confirm the action, or open the new transaction immediately for review. These options help your team work faster without losing visibility or control.

Support Better Governance Without Slowing Teams Down

User access can be set for every Copy Rule, so you decide who can move transactions forward and who cannot. That means you can allow a user to create a customer invoice only by copying an approved quotation, while still preventing them from capturing a new invoice from scratch. The result is a smoother approval process, stronger internal control, and a workflow that stays consistent across your business.

If you want to simplify transaction processing, improve accuracy, and create workflows that truly fit your business, QuickEasy BOS gives you the tools to do it. Contact us for a free demo or read more in the knowledge base to see how Copy Rules can transform the way your team works.