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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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  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.

Note: The link may not say "Shopping" if the menu is customized. All shopping pages can have permissions assigned to them, so it is possible that not everyone will be able to see this page

Selecting Equipment

Location Selection May Affect availability

All of the Equipment might not be available for all Locations.  Any Equipment with Location Permissions set, will not be initially shown.  The User can open the Location picker to select their current location to view all Equipment available to that location. If you have a Coordinator Role, the owner's Billing Group could also affect availability.

Breakdown of Equipment catalog exampleImage Modified

There are a number of fields that let a Customer quickly identify the Equipment Catalog that might be Requested. See the Organization section for more details on setting these fields.

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.
Customer Center Update Cart example

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

Adding Equipment to new or existing Requests

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Users can now 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 Equipment to a request

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 standalone

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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 exampleImage Modified

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