Configure install base item

  • Release version: Australia
  • Updated March 12, 2026
  • 1 minute to read

    • Create and configure install base item records to track sold products and assets associated with customer accounts.

    Before you begin

    Role required: admin or sn_customerservice_manager

    About this task

    Install base items represent the products and assets sold to customers. Each install base item links to a corresponding asset record and maintains critical customer and service organization information. Setting up accurate install base items enables proper asset tracking and service delivery.

    Procedure

    1. Navigate to All > Workspaces > CSM/FSM Configurable Workspace.
    2. Select the List icon.
    3. Navigate to MCO Setup > Install Base Items.
    4. Select New.
    5. On the Install based item form, fill in the fields.
      For a description of the field values, see Install based item form.
    6. Select Save.
      The Sold Products, Entitlements, and Cases related lists are displayed.
    7. Fill out the related lists as described in the following table.
      Table 1. Install base item related lists
      Related list Description
      Child Install Base items List of all child install bases that are related to the parent install base item.
      Sold Products List of the sold products that are associated with an install base Item. Edit a sold product by selecting Edit.
      Cases List of cases that are associated with an install base item.
      Entitlements List of entitlements that are associated with an install base item. Add an entitlement for the install base item by selecting New.
      Note:
      Customer service managers can create entitlements. Customer service agents can view entitlements.
      Contracts List of contracts that are related to an install base. Edit a contract by selecting Edit.

      For more information on the related lists, see Related list for an install base item.

    8. Select Update.
      For more information on importing install base items, see Import install base items with guided setup.

    Result

    The install base item is added to the account or consumer that you selected. You can select an account or consumer to see a list of all the install base items that are related to the account or consumer.