Managing Products Serviced in Service Team
This topic explains about managing the products that are serviced, by the service team.
Adding Products Serviced to Service Team
To add a product to the service team, perform the following steps:
1. Locate the Service Team by searching in the sidebar or from a list view in the Service Teams tab. Click the relevant team name.
2. In the Products Serviced related list, click New. The Service Team name appears.
3. If the team supports the specific part number, enter the product. You can also lookup the product using the Lookup icon.
4. If the team supports all products in a Product Family or Product Line, select the appropriate value from the Product Family or Product Line list.
5. Click Save to add the product.
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A Service Team can support an unlimited number of products, families, or lines. Repeat the above steps for each product you want to associate with the group. You can also click Save & New after creating a new Service Team product record.
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Editing Products in Service Team
To edit a product information, perform the following steps:
1. Locate the Service Team by searching in the sidebar or from a list view in the Service Teams tab, and then click the team name in which you want to make the product changes.
2. In the Products Serviced related list, click Edit next to the product record.
3. Make necessary changes to the record.
4. Click Save to save the changes.
Deleting Products Serviced from Service Team
To delete a product record, perform the following steps:
1. Locate the Service Team by searching in the sidebar, or from a list view in Service Teams tab, and then click the relevant team name.
2. In the Products Serviced related list, click Del next to the product record, and then click OK to confirm the deletion.