Contract Upsell

The Software Vertical Contract Renewals SuiteApp is designed to account for additional items that are added to a contract during the contract term. The contract upsell is used to add new contract items to an existing contract.

By creating a sales order and associating it with an existing contract, new contract items are created on the existing contract.

To process an upsell from the contract record:

1. Open the contract record.
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 are upselling are properly set on the Items subtab.
6. Click Save.

To process an upsell by creating a standalone sales order:

1. Create a new sales order. Go to Transactions > Sales > Enter Sales Order.
2. Select the customer you are adding service for in the End User field.
3. In the Contract field on the Items subtab, select the contract where you are adding contract items to. This field is filtered to show only contracts for the selected end user, with the appropriate contract status. Selecting the contract does two things:
   • The end date of the sales order is co-terminated with the end date of the contract you selected.
   • 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 will not be automatically renewed.
4. Enter or accept the date of the transaction.
5. Select an item you want to add to the contract.
   • Set the quantity and price level.
   • Make any changes to the start and end dates if needed.
6. Click Add.
7. Repeat Steps 5 and 6 for each item that you want to add.
8. Click Save.