Order can be added within the CRM to an already existing Customer account.
1. Once you are in the customer's profile, click on "+ New” to begin a new transaction.
2. Select the product group that you want to add to the customer’s account. You have the option to modify the price of the product in the amount field.
3. The affiliate and sub-affiliate id’s from the last transaction are kept within the system. To change the affiliate and sub-affiliate ids for this transaction, select the checkboxes to enable the variables, and enter in new variables.
4. Submit Transaction to finalize.