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

 Release :

    - yokohama

ft:locale :

    - en-US

ft:publication_title :

    - Yokohama Customer Service Management

ft:clusterId :

    - csm

bundleId :

    - csm

workflow :

    - Customer and Industry


---

# Add a sold product or install base item to a service contract

# Add a sold product or install base item to a service contract {#ariaid-title1}

* Release version: Yokohama
* 
* Updated January 30, 2025
* 
* ![](https://www.servicenow.com/docs/portal-asset/ico-clock) 2 minutes to read

Add the sold products or the install base items covered to service contracts, contract lines, or entitlements.

## Before you begin

Role required: sn_customerservice_manager

## About this task

Sold products are products and components that have been sold to an account or a consumer and can have multiple contracts. An install base item is an instance of sold product that has been provisioned for an account or
consumer.

Associating sold products or install base items to a Customer Contracts and Entitlements entity helps keep a track of the products or install base items that are serviced to a customer under that entity.

A sold product or an install base item can be added to a Customer Contracts and Entitlements entity in the Draft, Active, or Suspended states.  
Note:  
If an entity is deleted, the related sold product or install base item covered is also deleted.

## Procedure

1. Navigate to the ServiceNow AI Platform interface or the CSM Configurable Workspace.

   | Interface | Action |
   | ServiceNow AI Platform interface | Navigate to AllCustomer ServiceContracts and Entitlements. |
   | CSM Configurable Workspace | * Navigate to AllWorkspace ExperienceWorkspacesCSM Configurable Workspace. * In the list view, navigate to Contracts and Entitlements. {#add-products-service-contract__ul_esf_wt3_d1c} |
   |-|-|

   {#add-products-service-contract__choicetable_zqd_tnc_pzb}
2. Add the sold product or install base item covered to service contracts, contract lines, or entitlements.

   | Add to | Procedure |
   | Service Contracts | 1. In the list view, navigate to Contracts and EntitlementsService Contracts. Note: In the ServiceNow AI Platform interface, select Service Contracts in the navigation menu. 2. Select the service contract that you want to add the sold product or install base item to. 3. From the Products Covered or Install Base Items Covered related list, select New. {#add-products-service-contract__ol_n5j_p4c_pzb} |
   | Service Contract Lines | 1. In the list view, navigate to Contracts and EntitlementsService Contracts. Note: In the ServiceNow AI Platform interface, select Service Contracts in the navigation menu. 2. Select the service contract that has the required contract line. 3. From the Service Contract Lines related list, select the contract line that you want to add the sold product or install base item covered to. 4. From the Sold Product Covered or Install Base Items Covered related list, select New. {#add-products-service-contract__ol_x22_p4c_pzb} Note: When a sold product or an install base item covered is added to a contract line, it's not added to the related entitlements. |
   | Entitlements | 1. In the list view, navigate to Contracts and EntitlementsService Contracts. Note: In the ServiceNow AI Platform interface, select Service Contracts in the navigation menu. 2. Select the service contract that has the required contract line. 3. From the Service Contract Lines related list, select the contract line that has the required entitlement. 4. From the Entitlements related list, select the entitlement that you want to add the sold product or install base item to. 5. From the Sold Product Covered or Install Base Items Covered related list, select New. {#add-products-service-contract__ol_rlx_t4c_pzb} You can also directly navigate to Entitlements form as follows: 1. In the list view, navigate to Contracts and EntitlementsEntitlements. Note: In the ServiceNow AI Platform interface, select Entitlements in the navigation menu. 2. Select the entitlement that the sold product or install base item must be added to. 3. From the Sold Product Covered or Install Base Items Covered related list, select New. {#add-products-service-contract__ol_ic3_wpc_pzb} |
   |-|-|

   {#add-products-service-contract__choicetable_zqd_tnc_pzb1}  
   Note:  
   * You can either add a sold product or an install base item to the Customer Contracts and Entitlements entity.
   * The state of the entity shouldn't be Expired or Cancelled.
   {#add-products-service-contract__ul_ngd_xzc_pzb}
3. On the Sold Product Covered form, fill in the fields.  
   For a description of the field values, see [Sold product form](https://www.servicenow.com/docs/CKBMpCTjEMjp9yLOTHwP1Q "Descriptions of the fields on the sold product form.").
4. Select Submit.

*[\>]: and then