Updating Add-On Orders

There are times when clients will need to add items to or upgrade an existing order. As we do not store credit card information, this requires them to make an additional purchase. Some examples of this are when a client needs to add rush production, design time, or would like to add additional products to an existing preproduction order. In these cases, the client would purchase the extra items and then the two orders would be combined under the original order number.

If a quote or draft order has been sent for add-on items, be sure the original order has been noted with the details. An internal note may also be needed such as "awaiting rush payment" or "purchasing design time". This ensures that anyone looking at the order has the most up to date information.

Once the upgrade order has been placed, it will automatically be updated by the production team as new orders are filled. Alternatively, if the client provides the new order number, notes can be made on the original order that the add-on has been paid. The pipeline and stage should not be changed unless the original order has been fully updated and there are no additional changes to be made.

If the upgrade order requires SKUs to be changed when the original order is updated, please leave it for production unless you are confident they have been updated correctly. Enter the new SKU and in brackets write "changed from" and the original SKU that was first entered.

Examples:

Added double-sided - ES-TF-10ST-G-D (Changed from ES-TF-10ST-G)

Added Rush - B2-TF-10ST-G (Changed from ES-TF-10ST-G)

Steps:

1. Note original order. Ex. "Add-on paid through order #..."
2. Update internal notes if needed. Ex. "Rush paid"
3. Update SKUs if needed, if unsure, stop here and leave for production.
4. Note add-on order. Ex. "combined with order number..."
5. Move Pipeline to "Add-ons" and the stage to "Original order updated".