Add or edit equipment, accessories and software

  1. Go to Configuration > Administration > Catalog Management.

  2. Click New. A blank record opens.

  3. Select Type:
    • Equipment
    • Accessory
    • Software
  4. Enter a Name.
  5. Fill in the following: 
    • Product Code
    • Make
    • Model
    • End of Life Date
    • Description.
  6. Click Apply. The record is created.
  7. Click on the record you created, four tabs appear:

    • Details: contains all the information you just entered for the item.

    • Compatible Service Types: check off the service types compatible with the item you have created.
    • Available Providers: if you are using Self-Service, add the provider you are purchasing the item from, along with the price.

    • History: displays historical information related to the item created.

Edit catalog items:

  1. Go to Configuration > Administration > Catalog Management.
  2. Click the item’s entry to open the record. By default, the Details tab opens.
  3. Navigate to the appropriate tab.
  4. Make changes to the item’s information.
  5. Click Apply. The changes are saved.