Add an existing product or service

Use the Place new quick order feature to quickly add a pre-existing order product to a client's account.

1. Navigate to the Client's profile in your admin area
2. Click the Manage client button and select Pace new quick order
3. In the quick order window select Add existing service
4. Add an Order Item and select the product you wish to add
5. Configure the product as necessary then click Add to basket
6. If necessary, configure the Next renewal date accordingly
7. Override the basket total price to 0 to make it Free (this won't affect the renewal price)
8. 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.

Example

You also can watch the details on the Upmind YouTube Video here