---
sourceDocument: Australia Customer Service Management
sourceDocumentLink: https://www.servicenow.com/docs/r/australia/customer-service-management

 Release :

    - australia

ft:locale :

    - en-US

ft:publication_title :

    - Australia Customer Service Management

ft:clusterId :

    - csm

bundleId :

    - csm

workflow :

    - Customer and Industry


---

# Create and manage install base items for a business organization

# Create and manage install base items for a business organization {#ariaid-title1}

Release version: Australia  
Updated March 12, 2026  
![](https://www.servicenow.com/docs/portal-asset/ico-clock) 1 minute to read  
As a staff member with the location agent role, create and manage install base items
for your business organizations (formerly business locations).

## Before you begin

Role required: sn_customerservice_manager, sn_customerservice.svc_location_agent, or
admin

## About this task

Staff members with the sn_customerservice_manager role, create install base items by choosing the correct configuration item. Whereas the staff members with the sn_customerservice.svc_location_agent role, can view the list of
install base items installed at any service organization.  
Important:  
Some table and field labels have been changed across recent releases. For a mapping of former labels to current labels, see [Service Model Foundation renamed Entities](https://www.servicenow.com/docs/GOd50bOlCGACQLLY5iN1tA "The renamed entities display several Service Model Foundation entities that are renamed, including the previous and current names.").

## Procedure

1. Navigate to AllCustomer ServiceBusiness OrganizationsInternal/External Organizations.
2. Select either an internal or external organization (formerly internal or external business location).
3. In the Install Base Item related lists, select New.
4. On the form, fill in the fields.  
   {#create-ib-items-for-business-locations__table_hc5_l4g_c5b__entry__2}

   | Field | Description |
   |-|-|
   | Number | Unique ID of the install base item. The system automatically sets this field value, but you can change it. |
   | Name | Name of the install base item. |
   | Configuration Item | If the sold product contains child components, reference it to another sold product. |
   | Buyer Organization (formerly Service Organization) | Internal or external entity that is involved in providing service to the customer. |
   | Owned by | Business manager of the install base item. |
   | Supported by | Configuration item supported by. |
   [Table 1. Install Base Item form]

   {#create-ib-items-for-business-locations__table_hc5_l4g_c5b}
5. Select Submit.  
   An install base item record is created for the selected business organization.
**Related tasks**   

* [Create an install base item](https://www.servicenow.com/docs/ZWOL82_NebfTnHp_QNGp9A "Create an install base item in the Customer Service Management application that represents the instance of the product that has been configured for a customer. The install base item enables you to track all the purchases that were made by a customer.")

*[\>]: and then