Searching and cloning orders
You can search for existing orders and clone them into new order entry carts. This is useful when a customer wants to reorder something they've purchased before or when you need to create a similar order with minor modifications.
Overview
Order search is accessed from Order Entry > Search Orders in the left navigation menu. From the results, you can view order details or clone an order into a new cart.
Searching for orders
Enter one or more search criteria and press Enter or select Search:
Order ID — the UltraCart order number
Email — the customer's email address
Company — the company name on the order
First name — the customer's first name
Last name — the customer's last name
At least one field is required. Results appear in a table showing the order ID, date, customer name, and email.
Viewing order details
Select Details on any search result to open a modal displaying the full order details. This shows the complete order information as rendered by UltraCart, including items, addresses, shipping, payment, and totals.
Use this to verify you're looking at the right order before cloning.
Cloning an order
Select Clone on a search result to create a new order based on that order. A dialog appears with two options:
Include line items (on by default) — copies the original order's items into the new cart
Include shipping method (on by default) — copies the original order's shipping method selection
Toggle either option off if you want to exclude that portion of the order. Select Confirm to create the clone.
UltraCart populates a new cart with the cloned data and navigates you to the create order screen. From there you can review the cloned order, make any changes, and process it as a new order.
Cloning is especially useful for subscription-style reorders where the customer wants the same items shipped to the same address with the same shipping method.