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Add Equipment

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. 

CustomerCenter Equipment Catalog

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.
    Getting Start Menu example
  2. From the CustomerCenter navigate to Shopping > Equipment.
    Shopping Menu options example

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

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 Equipment

Request Information Section

All of the Equipment might not 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. If you have a Coordinator Role, the owner's Billing Group could also affect availability.

Breakdown of Equipment catalog example

There are a number of fields that let a Customer quickly identify the Equipment Catalog that might be Requested.

Once a User selects the Equipment they want, they can adjust the quantity being requested, then click the

Add Request
button on the desired piece of Equipment. 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.
Update Cart Form

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

CustomerCenter one time charge example
and the monthly (monthly recurring) Charges. 
CustomerCenter monthly charge example

Adding Equipment to new or existing Requests

Users can add Equipment to new or existing Requests. Once a User selects the Equipment they want, click the

Request
button to activate the pop-up menu. You then have the options to "Create a new Request" or you can select one of your "Saved Requests".

If you select an existing Request, a 2nd menu will display with the options to add the Equipment as "Standalone" or attach it to a service on a Request.

Adding to a Request example

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

Adding Equipment to a new Request as standalone



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.

Permissions Menu example




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