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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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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
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.
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 thebutton 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.
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