Zoho Inventory


Can I clone a template from one module to another?

Yes, you can clone a template. Once you have created a template in any of the following modules, you can clone it as an invoice, sales order or purchase order: 

  • Invoices
  • Purchase Order
  • Sales Order
  • Credit Note
  • Bills
  • Package Slips

To clone a template:

  • Go to Settings > Templates > Invoices or any module.
  • Place your cursor over a template and click the Gear icon button.
  • Under Clone as, select a module to which you’d like to clone the template.
  • A preview of the cloned template will be shown.
  • Enter a template name on the left pane and click Save.
Clone template