Create and manage sold products for a business location

Staff members with the location agent role can manage sold products for their business locations.

시작하기 전에

Role required: sn_customerservice_manager, sn_customerservice.svc_location_agent, or admin

이 태스크 정보

Staff members with the sn_customerservice_manager role can create sold products by choosing the appropriate product model. In contrast, staff members with the sn_customerservice.svc_location_agent role can only view the list of sold products installed at any service organization.

프로시저

1. Navigate to All > Customer Service > Service Organizations > Internal/External Business Locations.
2. Select either an internal or an external business location.
3. In the Sold Products related lists, select New.
4. On the form, fill in the fields.

   표 1. Sold Product form

   Field	Description
   Name	Name of the sold product.
   Product	Product model sold to the customer.
   Parent Sold Product	If the sold product contains child components, reference to another sold product.
   Service Organization	Internal or external entity that is involved in providing service to the customer. 주: The sold products are closely tied to the service organization. As an example, if you select a service organization, all the parent sold products come from the same service organization.

5. Select Submit.
   A sold product record is created for the selected business location.

관련 태스크

• Create a sold product