Upsell And Downsell Possibilities With ITISeasy.business
Upgrading or customizing contracts and then having all contracts in a meaningful overview are additional features that you can look forward to in our ERP solution, Contract Management with ITISeasy.business.
Upselling With The Contract Module
Right on the contract itself, you have the option to attach the reason for the upsell, the newly added products, and the updated quantities in the following form
Why An Upsell?
When Is An Upsell Beneficial?
In this example, the seller provides the buyer with not only a server but also 15 Teamware accounts over 12 months. A realistic scenario is when the buyer has an increased need for accounts due to their team expansion. This is where the upsell feature comes into play optimally.
The Upsell
With ITISeasy.business's upsell feature, the contract can be easily adjusted. Here, the number of user accounts was increased to 20, and the reason for it was documented.
Adjustments After The Upsell
The updated quantities are now displayed in the order lines, and the PDF report of the proposal is also modified.
Upsell History
Once the contract has been adjusted, the upsell is visible in the upsell history right on the contract.
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Downselling The Contract
Staying with the same example, it's also possible that the number of Teamware account users decreases, and the customer wants to receive fewer products. With ITISeasy.business's downgrading function, this scenario is also covered in our solution.
Reducing The Quantity Of The Product
In edit mode, a downgrade of the quantity as well as the amount can be performed in the order lines. In the screenshot, the quantity was reduced to 10 while keeping the same price.
Adjusting Quantities
Similar to the upsell, the updated quantities are reflected in the proposal PDF and the order lines. Naturally, this also results in changes to the proposal prices.
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