How to clone Trades

What does it mean to clone a Trade?

Cloning a Trade simply means that you make a duplicate of that Trade — kind of like copy and paste. You’ll still have to input a new purchase order for your cloned Trade (because a new Trade should be a new purchase), but all your other data and milestones will be copied over from the original Trade. You’ll have the option to make any edits you need.

Why would I want to clone a Trade?

‍If you have a contract that involves many, very similar Trades, it can be useful to clone them without having to rebuild each Trade from scratch. Similarly, you might have multiple, very similar contracts, which also make it convenient to clone Trades. More rarely, if you ever make an error on a Trade, and that information can’t be edited, you can clone the Trade to correct the mistake without having to reenter all the other Trade data.

How do I clone a Trade?

First, navigate to the “Trades” view in Klear. You’ll see that each Trade has a clipboard icon next to it — this is the clone button.

When you click the clone button for your desired Trade, you’ll see a space to upload a new purchase order document, and the option to edit other details of the Trade.

Click “Submit” to advance to the next screen, where you’ll have an option to add or edit milestones in your new, cloned Trade. Finally, click “finish building” to complete your new Trade.