Processing Upsell from Contract Records

You can process an upsell from contract records by following these steps.

To process an upsell from the contract record:

1. Open the contract record. For information about viewing a contract record, see Viewing a Contract.

2. On the contract record, click Edit.

3. On the Contract Items subtab, check the box in the Process column and click OK for each item that you want to upsell.

   To check the Process box for all contract items, click Mark All. To clear the Process box for all contract items, click Unmark All.

4. Click the Create Up-sell Order button.

5. On the transaction page, verify that the contract items that you're upselling are properly set on the Items subtab.

6. Click Save.

General Notices