Create and manage sold products for a business location

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

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

    Procedure

    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.
      Table 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.
      Note:
      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.