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Add Service(s) and Feature(s) Wizard

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This wizard lets you add customer-level features, services, and service-level features to a customer account in one order (with the same wizard). There are five basic steps for completing this wizard and entering an order for features and services for a customer account:

  1. Enter order information.

  2. Add customer-level features.

  3. Add services.

  4. Add service-level features.

  5. Review and submit the order.

    These steps are covered in detail in the following sections.

    Note

    In each of the basic steps for adding features and services, you are given the option whether to configure product (or service) details, or defer that activity till later. Refer to the section on Configuring or Bypassing Feature/Service Detail dialogs in Adding Features and Services for further information.

    To launch this wizard:

  6. From the Customer window menu bar select Account > New Catalog Item(s).

    OR

    From the application shortcut toolbar, click New Catalog Item(s). .

    This displays the Add Service(s) and Feature(s) Wizard - Order Information window.