.Add Equipment v2019.2

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. 

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.
   
2. From the CustomerCenter navigate to Shopping > Equipment.
   

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

Selecting Equipment

Not all Equipment might 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.

There are a number of fields that let a Customer quickly identify the Equipment Catalog that might be Requested. See the .Add Equipment v2019.2#Organization section for more details on setting these fields.

Customers can select Equipment by clicking the 'Request'  button on the Equipment Catalog that is desired. 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.

Equipment will show two types of Charges that can relate to them, the onetime Charges (nonrecurring)  and the monthly (monthly recurring) Charges. 

Assignment to a Service

If there are Services that are compatible with the Requested Equipment already in the Cart when the Customer clicks the Request button then the 'Assign Equipment to a Service' dialog will open.

To associate the Equipment with a specific Service the Customer can select any Service already in the Cart from the drop-down and then clicking the 'Add'  button.

Selecting the 'No Thanks'  button will add the Equipment to the Cart as "Stand Alone" Equipment that is not attached to any specific Service.

Clicking the 'Cancel'  button will return the Customer to the Equipment shopping page.

Administration

Organization

Administrators set what Equipment the Customers can see on the CustomerCenter with the 'Orderable' flag in the Equipment Catalog . If the Parent of a Catalog is not set to Orderable then the Equipment Catalog will not be visible in the CustomerCenter either. This is because the Customer must be able to see the full path to the Equipment in order to select it.

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 .