> ## Documentation Index
> Fetch the complete documentation index at: https://docs.upmind.com/llms.txt
> Use this file to discover all available pages before exploring further.

# 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

You can use the **Place new quick order** feature to quickly add a pre-existing order product to a client's account.

This feature allows you to:

1. Place New Order – Creates a new order with a normal invoice that includes the full price.
2. **Add Existing Service** – Adds an existing service to Upmind for continued billing. The initial invoice will be set to 0 since the system recognises that the client has already paid for it in your previous system.

<Frame caption="You may want to select either Place New Order or Add Existing Service">
  <img src="https://mintcdn.com/upmind/5gi4DQpw4X76kT6T/images/fb/b701d8789e3581f0.png?fit=max&auto=format&n=5gi4DQpw4X76kT6T&q=85&s=4766ec151156f73e4e1e902f74ffb028" alt="You may want to select either Place New Order or Add Existing Service" width="1913" height="505" data-path="images/fb/b701d8789e3581f0.png" />
</Frame>

Here are the steps you can follow to add an existing product or service to a client's account.

1. Navigate to the Client's profile in your admin area
2. Click the three dots on client profile card and select **Place new quick order**

<img src="https://mintcdn.com/upmind/c5sDUwEs8YpzGbjA/images/fb/997b9b3e0d1b0c05.png?fit=max&auto=format&n=c5sDUwEs8YpzGbjA&q=85&s=d7d0d7a0372e8a859338339b5f785858" alt="" width="1680" height="1346" data-path="images/fb/997b9b3e0d1b0c05.png" />

3. In the quick order window select **Add existing service**

<img src="https://mintcdn.com/upmind/VnCXiz5rboywDnvn/images/fb/d5031e11963b8d51.png?fit=max&auto=format&n=VnCXiz5rboywDnvn&q=85&s=8ccb97a84586f86eb600545dd1b9def5" alt="" width="2088" height="750" data-path="images/fb/d5031e11963b8d51.png" />

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 **Activation and Next Renewal** date accordingly

<img src="https://mintcdn.com/upmind/ObllJJl59DabnmMn/images/fb/d1fdd52de024ff07.png?fit=max&auto=format&n=ObllJJl59DabnmMn&q=85&s=3045b3a9c3a7bf1f9e842d57b72c7a8f" alt="" width="1066" height="1576" data-path="images/fb/d1fdd52de024ff07.png" />

7. 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.

<Frame caption="Manually activate the order if necessary">
  <img src="https://mintcdn.com/upmind/5gi4DQpw4X76kT6T/images/fb/bc05fd767856ea3a.png?fit=max&auto=format&n=5gi4DQpw4X76kT6T&q=85&s=bf8092910d42d012194f311269920cc9" alt="Manually activate the order if necessary" width="1778" height="1320" data-path="images/fb/bc05fd767856ea3a.png" />
</Frame>

<Frame caption="If the product has provisioning, go to the Manage tab and run Get Info to verify it works">
  <img src="https://mintcdn.com/upmind/1xguIfYUrfespmVI/images/fb/7fec4dea44b7ed04.png?fit=max&auto=format&n=1xguIfYUrfespmVI&q=85&s=167987f29cb380d470dc5a0da228b741" alt="If the product has provisioning, go to the Manage tab and run Get Info to verify it works" width="1786" height="1562" data-path="images/fb/7fec4dea44b7ed04.png" />
</Frame>

Next, the invoice will display a **custom discount** which will make the invoice amount 0 as the system recognises that the client has already paid for it in the previous system. The next renewal invoice will show the normal price.

<img src="https://mintcdn.com/upmind/5gi4DQpw4X76kT6T/images/fb/be70615bff7c03d0.png?fit=max&auto=format&n=5gi4DQpw4X76kT6T&q=85&s=9b45ee7fc673e2f254d4f4ad423bf2c8" alt="" width="1196" height="1514" data-path="images/fb/be70615bff7c03d0.png" />

You can also watch the details in the Upmind YouTube video [here](https://www.youtube.com/watch?v=is9d5KGlSM8)
