Add-On Support in Manual Orders

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.

Pre-Conditions

  • 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.

Steps to Use

  1. Create a Service:

    • Ensure the service you want to add to has been created within the Services section.

  2. 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.

  3. 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.

  4. 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.

  5. 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.

  6. 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.

  7. Submit the Order:

    • After adding all relevant information and add-ons, click Create Order to complete the manual order process.

Important Notes

  • 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.

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