Create a product model

Create a record for a type of product that your company sells and supports.

Before you begin

Role required: model_manager

Confirm that the Model Management plugin (com.snc.model) is installed.

About this task

A product model is a specific version or configuration of a product. Build hierarchical product models that represent the set of products that your organization offers to its customers and define relationships between different product models. Define whether a product is tracked as an asset, a CI, or both. Additionally, identify or create the CI and asset classes to capture configuration information for product models.

Product models provide customer service agents and customers with a common understanding of the products being used by a particular customer. Customers can view the products purchased on the Customer Service Portal and can open cases for any issues they are facing.

Procedure

1. Navigate to All > Customer Service > Products > Product Models.
2. Select New.
3. Select the type of product model to create:
   • Application Model
   • Consumable Model
   • Contract Model
   • Facility
   • Hardware
   • Service
   • Software
4. Fill in the fields for the selected product model as appropriate.
   See Model form fields for field descriptions.
5. Select Submit.
   Note:

   In the Sold Product related list, you can see all the accounts and consumers that the product model has been sold to.