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 the Discount date, it is an actual date from where new air-conditions are to be added. This will compute the cost on the prorate base instead of full 12 months. Select the product that we are going to offer, enter 2 in quantity as the customer is going to add 2 new air-conditioners for the maintenance.
There are two ways to add additional products to the existing subscription. You can either add them directly or through the typical sales cycle by creating Quotations, get it confirm, create an invoice and get paid. Let’s click on CREATE AND VIEW QUOTATION button. You will be redirected to the quotation created just now:
Make sure that the Quantity Ordered is updated correctly on the quotation. Also, Discount (%) should be applied correctly based on the Order Date. Follow the sales cycle, send quotation to the customer by email or courier. As soon as the customer confirms the sales order, click on the CONFIRM ORDER button and create an invoice. Register the payment received from the customer.
Let’s check the subscription SUB002 - China Export, the Upsell quantity is added to the Sold quantity. Look at the following screen of subscription, after upselling 2 quantity from 1st August 2017.
As soon as the Sold quantity is updated. The Recurring Price on the subscription can be calculated again based on the new quantity. The next renewal invoice will be generated for the Recurring Price on 1st February 2018 for total 7 quantity.
