How to Clone an Order
Learn how to clone an existing Order into a new order to make renewals easy
🔁 How to Clone an Order
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Find the order you want to clone.
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Click the "Actions" (three-dot/ellipsis) icon.
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Click "Clone Order".
🆕 Choose Where to Clone
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Choose between "Proposal" or "Order".
→ For this example, select **"Order." -
Click "NEXT."
✏️ Customize the New Order
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Click the "Advertiser" field to change the advertiser (if needed).
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Edit the "Order Name" to reflect your new order.
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(Optional) Adjust the Start Date and End Date by using the calendar icons.
⚠️ Note: This will update all line items with the new date range. -
Click "CLONE."
✅ Finalize Your Cloned Order
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To edit line items, click the pencil icon next to each one.
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Once all edits are complete, check the Acknowledgements checkbox.
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Click "SUBMIT."
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Your order is now submitted! You can click "VIEW ORDER" to review the details and access your line items.
Learn how to Clone an Order into a new Proposal >