Setting up products and available services at a business location

By setting up the relationships between organizations and users in the Customer Service Management (CSM) application, your organization can associate the products and services with the service organization (SO). The SO staff can address the customer queries about the products and services at a business location and even raise a case on the behalf of their customers.

Table 1. Configuration tasks for setting up the products and available services

Task	Description
Create a service definition	Create a service definition record.
Service Definition form	Specify how a service organization provides its services by configuring the Organizations offering Service field in the sn_case_type_selection table.
Associate a product with a service definition	Associate one or more products with a service definition.
Associate service organizations with a service	Establish an association between products and available services to service organizations. This association can be done by defining the organization criteria.

Note:

The service-related capabilities are available only after activating the Customer Service Case Types (sn_csm_case_types) plugin. The plugin is optional and must be enabled if you want to use these capabilities with business locations.