Add-On Support in Manual Orders
Last updated
Last updated
The feature allows users to include additional services (add-ons) when creating manual orders. This feature adds flexibility by enabling clients and agencies to customize orders with extra services, offering tailored solutions for specific needs.
Service Created: The main service must be created before adding any add-ons.
Add-On Created and Linked: Add-ons must be created and associated with a specific service.
Admin or Super Admin Role: Users with appropriate permissions can create manual orders and add-ons.
Create a Service:
Ensure the service you want to add to has been created within the Services section.
Create and Connect Add-On to Service:
Navigate to the Add-On section (usually found in the Forms from the left column).
Create an add-on service and associate it with the relevant service.
Ensure that the add-on is linked to the main service so it appears in the manual order form.
Access the Manual Order Form:
Go to the Order section from your dashboard's left column and click + Create Order to open the manual order form.
Select Client and Service:
In the manual order form, select the client name and then choose the service for which you wish to create the order.
Enable Add-On Support:
Once the service is selected, you should see the option to add the associated add-ons in the order form.
If no add-on appears, verify that the add-on has been properly connected to the service.
Complete Order Details:
Fill out the necessary order details, including pricing, order description, and specific requirements.
Include the selected add-on services as part of the manual order.
Submit the Order:
After adding all relevant information and add-ons, click Create Order to complete the manual order process.
Visibility of Add-On Button: The add-on button will only be visible in the manual order form if the add-on is linked to a service. If no add-on has been connected, the button will not appear.
Add-On Creation First: Add-ons must be created and associated with a service before they can be included in manual orders.
Flexibility in Orders: This feature allows for greater customization of services, allowing agencies to offer personalized packages to clients.
Simplified Management: Linking add-ons to services helps maintain an organized and streamlined process for managing both primary services and supplementary add-ons.
