1. Order Management Guide
  2. Adding a Service Product to a Quote or Order

Adding a Service Product to a Quote or Order

Service products are generally associated with a physical product. For example, a warranty extension for a new computer would be set up as a service product.

When an end user adds a service product to a quote or order, the price of the service product is based on its list price plus a percentage based on a service method. The price, percentage, and service method are all specified in the price list for the service product. The service method specifies how the service price is calculated.

For example, if the list price of a service product is $100, the service method is Net Price (of the covered product) and the percentage is 10, then the price of the service is $100 (its own list price) plus 10 percent of the net price of the product with which it is associated.

You use different methods for adding service products to a quote and to an order.

To add a service product to a quote

  1. Navigate to the quote to which you want to add a service product.

  2. Click the Line Items view tab.

  3. In the Line Items list, select the line item for the covered product for which you want to add a service product.

  4. From the Line Items menu, select Service.

  5. In the Pick Sales Service Product dialog box, select the appropriate service product and click OK.

    The product is added to the Line Items list and the total price appears in the Totals form.

Use the following procedure to add a service product to an order.

To add a service product to an order

  1. Navigate to the order to which you want to add a service product.

  2. Click the Line Items view tab.

  3. In the Line Items list, add the product with which the service product will be associated.

  4. In the Line Items list, add a record for the service product.

    1. In the Product field, enter the name of the of service product.

      The base price of the service product appears.

    2. In the Covered Product field for the service product, click the select button.

      Note: The Covered Product field can only be edited when the line item is a service product. For other products, this field is read-only.

    3. In the dialog box, select the physical product with which this service product is associated and click Add.

      The price now reflects the service method and percentage, as well as the base price.