Upselling in subscription
It is a normal business case, that sometimes a customer wants to add new units in the service and maintenance contract. Let’s assume that customer wants to add few more air-conditioners to the existing subscription contract SUB002 – China Export form 1st August 2017.
You can add those new air-conditioners to the existing contract without creating a new contract. Also, create an invoice for the remaining time from 1st August 2017. The upsell feature also computes the price based on the remaining time from the date of upsell.
To add new air-conditioners to the existing contract, open the contract and click on the Upsell link. A wizard will pop up, asking you to select the product you want to add and the date:
Select ...
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