Add an existing product or service
If the customer already has an existing product or service that isn't yet billed in Upmind, this guide will explain how to add it to their account
Use the Place new quick order feature to quickly add a pre-existing order product to a client's account.
- Navigate to the Client's profile in your admin area
- Click the Manage client button and select Pace new quick order
- In the quick order window select Add existing service
- Add an Order Item and select the product you wish to add
- Configure the product as necessary then click Add to basket
- If necessary, configure the Next renewal date accordingly
- Override the basket total price to 0 to make it Free (this won't affect the renewal price)
- Click Place order
If the product has provisioning then the order status may have gone to "Awaiting activation" in which case you should activate it manually, and then go to the Manage tab and run Get Info to verify it works.
Updated 4 months ago