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18 changes: 11 additions & 7 deletions content/applications/sales/subscriptions/upselling.rst
Original file line number Diff line number Diff line change
Expand Up @@ -2,6 +2,10 @@
Upsell subscriptions
====================

.. meta::
:description: Learn how to upsell an existing subscription by adding new products or applying
discounts to increase order value.

When a subscription sales order is opened, either in the **Sales** or **Subscriptions** apps, that
subscription may then be upsold via the :guilabel:`Upsell` button at the top of the sales order.

Expand All @@ -27,18 +31,18 @@ new form also includes information linking the upsell order to the original orde
:alt: Chatter for an upsell order showing information related to the original subscription sales
order.

Within the new form, the initial subscription product appears in the :guilabel:`Order Lines` tab.
The :guilabel:`Order Lines` tab also features a reminder that recurring products are prorated based
on the original subscription's starting date.
Within the new form, the initial subscription product appears in the *Order Lines* tab. The *Order
Lines* tab also features a reminder that recurring products are prorated based on the original
subscription's starting date.

.. important::
The prorated amount is **only** applied to *Service* product types. It is **not** applied to
*Goods*, even if the message appears and suggests otherwise.

From this new upsell quotation form, new subscription products can be added in the :guilabel:`Order
Lines` tab, by clicking :guilabel:`Add a product` and selecting the desired subscription products.
Once the desired upsell subscription products have been added, the quotation can be sent to the
customer for approval by clicking the :guilabel:`Send` button.
From this new upsell quotation form, new subscription products can be added in the *Order Lines*
tab, by clicking :guilabel:`Add a product` and selecting the desired subscription products. Once the
desired upsell subscription products have been added, the quotation can be sent to the customer for
approval by clicking the :guilabel:`Send` button.

Once the quotation is confirmed by the customer, the upsold products are added to the initial
subscription. The quotation's prices are then prorated based on the current invoicing period's
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