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  1. From the Customer Service ribbon, select Portrait

  2. The Customer Portrait Cross-Sell Path dialog box will appear

  3. Enter The Cross-Sell Path

  4. 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)

  5. When finished adding up-sells/cross-sells click 

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     next to Order 

  6. The Order Entry screen will appear, hit ENTER

  7. A dialog box will appear:

  8. Click Yes to continue with placing the upsell/cross-sell order:

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