Document toolboxDocument toolbox

(2024.1) Add a Service

Owned by Norman Cunningham
Last updated: Jun 25, 2024 by Brian Dixon
3 min read

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.

image-20240625-162715.png

Navigation

There are two ways to open the Services shopping page.

(2024.1) CustomerCenter gives Users two options to select Services that they would like to have installed.

  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
    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.

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

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.

If you have a Coordinator Role, the owner's (2024.1) Billing Group could also affect availability.

Services will show two types of Charges that can relate to them: the image-20240625-162925.png Charge and the image-20240625-162845.png Charges.  

Once a User selects the Service they want, they can adjust the quantity being requested, then click the image-20240625-162812.png button 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.

Adding a Task Action

The 'Task' Action type will allow a User to create a one-time Actions on a Service Order, which can be Billed independently of the rest of the Order. Users add Task Actions in the same way they add a Service. 

Adding a Service to a new or existing Request

Users can add services to new or existing Request. Once a User selects a Service they want, click the image-20240625-162812.png button to activate the pop-up menu. You then have the 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.

         

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