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.

  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

Manage client > Place new quick orderManage client > Place new quick order

Manage client > Place new quick order

Select 'Add existing service' and add an Order ItemSelect 'Add existing service' and add an Order Item

Select 'Add existing service' and add an Order Item

Configure the product and click Add to basketConfigure the product and click Add to basket

Configure the product and click Add to basket

Set the desired renewal dateSet the desired renewal date

Set the desired renewal date

Override the basket total price to 0 then press Place orderOverride the basket total price to 0 then press Place order

Override the basket total price to 0 then press Place order

Manually activate the order if necessaryManually activate the order if necessary

Manually activate the order if necessary

If the product has provisioning, go to the Manage tab and run Get Info to verify it worksIf the product has provisioning, go to the Manage tab and run Get Info to verify it works

If the product has provisioning, go to the Manage tab and run Get Info to verify it works