(v1) .Packages v2019.2

Sometimes, it is nice to simply add a group of Services and Equipment that a Customer can select. 'Packages' is the method provided in PCR-360 that lets an Admin define what Services and Equipment should be grouped together. Packages allow a Customer to quickly select a group of related Services and Equipment as a single item to request. Using the Package in this way can simplify the shopping process and allow Admins to group related items together. For example, a Voice Line Service, Phone Equipment, cord, and a blue tooth headset are all related and should be used together.

Using Packages draws on an Admins knowledge of SDCs. For this reason, if an Admin is not comfortable with SDCs, it is recommended to first watch the SDC video series .

Packages on the CustomerCenter

Any Customer can access the Packages by opening the Shopping > Packages menu in the CustomerCenter. All of the Packages the Admin has created will show up here. A Customer can select them and Request them through the Shopping Cart. The Package can then have the information like the GLA, and submitted to the Requests grid. From there the handling of the Request is administrated like any other Request. Customers are able to review the information just like any other Request on the Request Tracking page.

Packages will load by default with all of the Packages displayed in a single view. The Customer can select one of the Types to limit the number of Packages that are displayed. Packages will be grouped by their Type when loaded. Click any of the links in the left hand column to see only the Packages of that Type. At the top of the grid the Customer can see what Type is selected, in the below example "New Hire" is the Package type selected. To see all the Packages again, click the "breadcrumb" trail link that says "Packages" in the upper left corner.

Order a Package

On the Package that is desired click the 'View Package'  button. When the Package loads, click the 'Request' button. This will add the Package to the Cart. Now a Customer can select any additional Services, Equipment, Packages or check out in the Cart to submit the Request.