Add Option

Add Option

The Add Option button is used to add an Option to an Order via the Account screen AFTER the Order has been completed.

Example: You have a customer who forgot to add an Option (like a T-Shirt) to an order they already placed or (at least partially) paid for, and they call to have the Option added after the fact.
How To: Select a customer order, then select the Add Option icon .

Once you bring up the Account name, click on the Order in question and click the Add Option button.




The Add Option modal will be displayed:



Select the option(s) you would like and click Add.

After adding the option(s), the order will contain a balance.



To make a payment on the balance visit the Making Payments In Admin or Admin Payments for Entire Order  

Note: The available Options depend on what is actively assigned to that Product or that Product’s Category or Region.Click the box under Add to add that Option to add to the Order. The Option Price and Available count are listed in the window.


SKU: COKB
    • Related Articles

    • Add Item

      Add Item allows the administrator to process a simple order on the customer's behalf without the need to impersonate. When on a given Account, the Add Item button appears above the account holder's order history: Click Add Item to see a product ...
    • Membership Flow Down

      Introduction Memberships can be added to organizations. The memberships will flow down to all accounts that are primarily affiliated with the organization. This allows the accounts under an organization to share the benefits of the membership. If a ...
    • Add Funds

      The Add Funds button is used to add a payment made via Check, Cash or Credit Card to an existing Account. Example: A customer who owes a balance sends in a payment by check. How To: First bring up the Account by typing part of the customer's name in ...
    • CRM Add Communication

      The Add Communication icon allows you to open the dialog box and create any number of types of communication in the CRM (phone, email, fax, mobile, in person, event, task, note system, general) Example: You are on the phone with a potential client or ...
    • Add or Remove Account Credit

      Account Credit is used to add funds to an existing Account where those funds cannot be refunded to Check, Cash, or Credit Card. It can only be used in the system to purchase products. Add Account Credit Example: One of your customers receives a ...