Add Feature(s) Wizard (service-level)

This wizard lets you add service-level features to a customer account. To do this:

1. Click the Services tab, right-click in the Features list, and select New > Feature(s). This displays the Add Feature(s) Wizard - Order Information window.

   

2. Select an Order Type from the drop-down list.

3. Select a Source Code (promotional code) from the drop-down list, if applicable.

4. Enter a Sales Channel. Enter the sales code in the first field, if applicable. If you do not know the sales code, enter the sales name in the second field. Use * as a wildcard or click the Sales Channel button to view the Sales Tree window.

   Note

   The Sales Channel button is disabled if more than 1000 records are detected. In this scenario, you must enter a specific sales code or sales name. The text field turns yellow when an exact match is found.

   

5. Select a Sales name from the list and click OK.

6. Enter a Receipt Number, if applicable. You may choose to use the number that appears on the customer's receipt for their POS purchase, if desired.

   Note

   The Receipt Number field is only provided in an integrated POS and Wireless system.

7. Select the Order State, which further explains the Order Status, from the drop-down list.

8. Enter an Estimated Completion Date, if applicable.

9. Click Next. This displays the Add Service-Level Features window.

   

   See Add Service(s) and Feature(s) Wizard for details of the fields on the Add Service-Level Features window.

   The Order section (left pane) lists the line items (features and services) for this order.

   The For Services section lists the services in this order. It provides search and browse capability for finding and adding features for a selected service.

10. Select Most Recent Set or All in this section to specify whether to show the last set of services selected for this order, or all services.

11. You may also use the Show Sub-Services check box to show or hide sub-services.

    To add a service-level feature:

12. In the For Services section, check the box for each service where you want to add the feature.

13. Enter the date that this feature will become active in the Start Date field.

14. Use the search or browse capability to find the feature. As with customer-level features, the search method will fast-assign the feature and bypass the Details window.

    The browse method lets you display the details window by right-clicking and selecting Assign. This displays the item Detail window. The content varies, depending on the type of item. Refer to the Product Catalog section for details on each type of catalog item. Click Save in the Details window when you are finished. This returns focus to the Add Service-Level Features window and adds the feature to the Order list.

15. Click Next. This displays the Select Existing Services window if there are services assigned to this customer from a previous order, or the Order Options window if there are no existing services from a previous order. To add this feature to services from a previous order, continue with the Select Existing Services window as described below; otherwise, go directly to Submitting the Order.

Select Existing Services

To add features to services assigned to this customer from a previous order:

1. Select the services where you want to add this feature. You can:

   1. Manually check the boxes for individual services.

   2. Right-click in the Select Existing Services window and select Check or Uncheck All services, Selected Rows, or By Service Type.

   3. For sub-services, select the row and Check or Uncheck By Service Parent.

2. Click Next. This displays the Order Options window.

3. Review and submit the order as described in Submitting the Order