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Comment: Scroll Health Check: The link has been rewritten to its master page by check 'P16'.

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PCR-360 makes it easy for Customers to select Service(s) they would like with the Service shopping page. These selections can be submitted as a Request to the Customer Service Reps to work on. Administrators can set what Services the Users can see on the CustomerCenter with the Orderable flag in the Services Catalog. Services can also be made unavailable by having their Service Catalog status set to be inactive.
Service Catalog Shopping PageImage Modified

Navigation

There are two ways to open the Services shopping page.

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  1. Click the Add a Service link from the Getting Started form, when a user first navigates into the CustomerCenter. All of the available Services in the Organization are displayed.
    Getting started Menu example
  2. Click the 'Shopping' link in the menu and then click Services to open the Services Categories page, and allows the User to select a Service.
    Shopping Menu ExampleImage Modified

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 a Service

Request Information SectionImage Modified

All of the Services might not be available for all Locations.  Any Services with Location Permissions set, will not be initially shown.  The User can open the location picker to select their current location to view all Services available to that location.

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.The Cart v2020.3.
The Cart v2020.3
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If you have a Coordinator Role, the owner's Billing Group could also affect availability.

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Services will show two types of Charges that can relate to them: the Onetime charge exampleImage ModifiedCharge and the Monthly charge exampleImage Modified Charges.  

Once a User selects the Service they want, they can adjust the quantity being requested, then click the RequestImage Modifiedbutton to add the Service to the cart.

The Cart will update the number as well as show a thumbnail of the most recently added item to the Cart.
Update Cart Form

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Excerpt

Users can add services to new or existing Request. Once a User selects a Service they want, click the Requestbutton to activate the pop-up menu. You then have the options option to "Create a new Request" or you can select one of your "Saved Requests". If you select an existing request, the service will be added to that request. Categories with multiple services may continue to be nested with multiple Services under them.

Create new requestImage Removed         New Service Request CustomerCenterImage Added         

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

New Request exampleImage Modified