Processing a Upsell from Sales Orders
You can process an upsell by creating standalone sales orders by following these steps.
To process an upsell by creating a standalone sales order:
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Create a new sales order. Go to Transactions > Sales > Enter Sales Order.
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Select the customer you're adding service for in the End User field.
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In the Contract field on the Items subtab, select the contract where you're adding contract items to. This field is filtered to show only contracts for the selected end user, with the appropriate contract status. For more information, see Managing Contracts.
Selecting the contract does two things:
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The end date of the sales order is co-terminated with the end date of the contract you selected.
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The contract term for the items added reflects this end date.
By default, the items that you add to the order are given the same term, start date, and end date as the body of the sales order. You can change these start and end dates, but items with end dates that are earlier than the contract end date won't be automatically renewed.
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Enter or accept the date of the transaction.
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Select an item you want to add to the contract.
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Set the quantity and price level.
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Make any changes to the start and end dates if needed.
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Click Add.
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Repeat Steps 5 and 6 for each item that you want to add.
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Click Save.
Note:If you added items that affect percentage-based maintenance or support items, you're prompted to verify the maintenance/support line item before saving.
If the Combine Like Items preference is enabled on the Contract Renewals Preferences page, when the contract is renewed, identical items that were added by upsell sales orders are combined with matching items from the original contract if the rates are the same. For information about preference, see Setting Up Contract Renewals Preferences.
When the order is approved and then billed (which is the default setting), the items are added as contract items on the contract.