Duplicate, Archive & Bulk Actions

Beyond editing a single order, TimberCloud gives you a few everyday tools for reusing, tidying, and batch-updating orders: the Options menu on the order page, the Archived view, and bulk actions from the list.


The Options menu

Open any order and click Options to find three actions:

ActionWhat it doesPermission needed
EditSwitches the page into edit mode so you can change items, prices, and details—
DuplicateCopies the order into a brand-new one and opens itDuplicate Order
Archive / UnarchiveMoves the order out of the default list (or brings it back)Archive Order

Availability: Duplicate and Archive are Build-plan features (they rely on role permissions, which start at Build). Editing an order is available on any paid plan — see Editing an order after it's placed.

Duplicate an order

Duplicate copies the order — its customer, items, options, and configuration — into a fresh order and opens it for you. It's ideal for:

  • Reorders — A repeat customer wants the same kitchen or the same run of doors again.
  • Templates — You keep a "standard package" order around and duplicate it to start new jobs quickly.
  • Corrections on a difficult order — Occasionally the cleanest path is to copy an order and adjust the copy.

The duplicate starts fresh as a new Quote; it doesn't carry over the original's payments or documents.

Archive an order

Archive removes an order from your default list without deleting it — a clean way to get finished, canceled, or abandoned orders out of your daily view while keeping a permanent record. Archiving from the order page returns you to wherever you came from (the customer you were viewing, your filtered list, etc.). To bring an order back, open the Archived view and choose Unarchive (or use Options → Unarchive on the order).


The Archived view

Switch to the Archived view from the Orders list to see everything you've archived. On the Free plan it's labeled Archived Inquiries. The only bulk action here is Unarchive, which returns the selected orders to the active list.


Bulk actions from the list

Tick the checkboxes on one or more rows in the Orders list, then choose a bulk action to apply it to all of them at once. Which actions you see depends on your plan:

Bulk actionCommerceBuild and up
Update Status (pick any status)✓✓
Mark as Invoiced✓✓
Mark as Shipped✓✓
Mark as Delivered✓✓
Mark In Production—✓
Archive✓✓

In the Archived view the only bulk action is Unarchive.

Note: There is no "download all documents as a ZIP" bulk action. Documents (Quote / Acknowledgement / Invoice) and print outs are generated and printed per order from the Print Outs tab, where you can multi-select and print several as one merged PDF.

Update Status in bulk

Choosing Update Status opens a small dialog where you pick the target status; it's applied to every selected order. The dedicated "Mark as…" actions are shortcuts for the most common transitions, and they stamp the matching date just like the inline status pill does.


Next Steps