Problem

So what do you do if you need to add another item to a Sales Order (an already booked Quote)

Solution

We don't allow modification of the Sales Order since this is sort of like a contract between you and your client.  So there are two different ways to do this:

Solution 1: Create a new quote for just the item you are adding

Here the customer has a Sales Order with a Sample Album for $1300.  The customer wants to add a $70 print.

Here is the Job Overview before with the existing Sales Order:

Now we are going to create a New Quote and add the Print to that quote.

At this point you can either click on "Client Accepted; Book it!" or have your client go to Client Access to approve and pay for the quote.  Your financials section will now look like this after booking:

Solution 2: Create a new all-encompassing single quote

Here the customer has a Sales Order with a Sample Album for $1300.  The customer wants to add a $70 print.

This is the original Job Overview, showing the existing $1300 Sales Order.

We are now going to Void this order by click on the red 'x' next to printer icon for this Order.

So now we have the voided order, we are going to copy the Voided Order by click on the two rectangles icon (blue and white).  This will create a new Quote.

Now we are going to edit this new Quote to add the $70 Print to it:

Now, again, you can either "Client Accepted; Book it!" or send your client to Client Access to approve the quote and pay for it.  After booking your financials section will look like this.

So we show that we had a previous order and the newly created order with both items.