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PCR-360 makes it easy for Customers to select Equipment that they would like to have installed with the Equipment shopping page. These selections can be submitted as a Request to the Customer Service Reps to work on. 

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Navigation

There are two ways to open the Equipment shopping page.

  1. Click the 'Add Equipment' link from the Getting Started form and all the Equipment that is available in the Organization will be displayed to the Customer.

    Getting Start Menu exampleImage Modified
  2. From the CustomerCenter navigate to Shopping > Equipment.

    Shopping Menu options exampleImage Modified

Either option will open the Equipment Categories page so the User can select a piece of Equipment to add to the Cart.

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Once a User selects the Equipment they want, they can adjust the quantity being requested, then click theAdd Requestbutton on the desired piece of Equipment. The Cart will update the number of items in the Cart as well as briefly show the thumbnail (If one is set, otherwise the PCR placeholder image will show) of the most recently added item.
Update Cart FormImage Modified

Equipment will show two types of Charges that can relate to them, the onetime Charges (nonrecurring) CustomerCenter one time charge exampleand the monthly (monthly recurring) Charges. CustomerCenter monthly charge example

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Excerpt

Users can add Equipment to new or existing Requests. Once a User selects the Equipment they want, click the RequestImage Modifiedbutton to activate the pop-up menu. You then have the options to "Create a new Request" or you can select one of your "Saved Requests".

If you select an existing Request, a 2nd menu will display with the options to add the Equipment as "Standalone" or attach it to a service on a Request.

Adding to a Request exampleImage Modified

If you select "Create New Request", a new Request will be created with the title "Request" followed by a number.

Adding Equipment to a new Request as standaloneImage Modified



Administration
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Organization
Organization

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The Equipment can have its fields set in the Equipment.

  • The 'Description' comes from the Description field of the Equipment Catalog.

  • The thumbnail image is set in the Catalog tab of the Equipment Catalog.

  • Both the onetime and monthly Charges originate from the Charges tab of the Equipment Catalog.

Permissions

The Equipment menu option can be removed from the CustomerCenter by setting a Deny Permission on the Equipment link in the CustomerCenter's Permissions Menu.
Permissions Menu example

Child pages (Children Display)
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