Associate sold products with contracts

Capture complete information on a customer’s install base by associating sold products to contracts.

Before you begin

Role required: sn_customerservice_manager or admin

About this task

Associate sold products to contracts so that your customer service agents working on cases can:

• Check a sold product and view any contracts that exist for the sold product.
• View which products have been sold to the customer under the contract.
• Track when sold products were added to the contract, and how long they are covered for.

You can also associate a sold product with a contract from the Sold Product form.

A sold product can be part of multiple contracts. If a sold product is deleted, it is also deleted from any associated contracts. If a contract is deleted, the sold product remains.

Procedure

1. Navigate to All > Customer Service > Contracts > Service Contracts.
2. Click a contract you want to add a sold product to.
3. On the Products Covered related list, click New to associate sold products to the contract.
   The list of sold products is filtered based on the account.

   Click Run filter to see a list of all sold products. You can only add the sold products that belong to the account selected or to the account hierarchy.

4. Click Save.
5. On the Products Covered related list, click the Add All Child Sold Products related list action to add all child sold products to the contract without having to select each item individually​.​
6. Click Update.