Summary / TL:DR: This article provides instructions for logging an upsell/cross-sell via portrait.
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Portrait is used for upsell/cross-sell orders involving any additional effort made by the customer service representative that results in the customer purchasing/placing an order for something other than what they initially called-in to order. Use these instructions when logging an upsell/cross-sell via portrait.
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How to Use Portrait to Mark an Upsell
From the Customer Service ribbon, select Portrait
The Customer Portrait Cross-Sell Path dialog box will appear
Enter The Cross-Sell Path
The Customer Portrait screen will appear, select the item that was up-sold/cross-sold and click Add to Cart (also available via the right click menu)
When finished adding up-sells/cross-sells click
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next to Order
The Order Entry screen will appear, hit ENTER:
A dialog box will appear:
Click Yes to continue with placing the upsell/cross-sell order:
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For more details on placing an order go here. |
9. When complete, note the customer account.
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Wrap upYou should now be able to log an upsell/cross-sell via portrait. |
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Still need help? We know this can be frustrating. To get further help please open a Support ticket. |
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