Create and manage sold products for a business location
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
Navigate to All > Customer Service > Service Organizations > Internal/External Business Locations.
Select either an internal or an external business location.
In the Sold Products related lists, select New.
On the form, fill in the fields.
| 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. |
Select Submit.
A sold product record is created for the selected business location.
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