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Adding a Service

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  1. On the Service Details page, click the Add Service icon. This displays the Add Service dialog on the right side of the page.

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  2. Use the Add Service Options to display a list of Available Services. You may choose to display all Service Types, or show only those Service Types allowed for a selected State/Zone combination.

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    If the list of Service Types is greater than the browser screen, paging options are available on the right side of the filter box.

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    You may use the filter to narrow the scope of displayed Types, for example Inventoried.

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    Notes:

    • State and Zone combinations are configured in IDI Desktop Client.

    • When State and Zone are set on a customer, the State and Zone values are watermarked on Service Options and set on services. They are also used to set the charge if Price Matrix is enabled on the SKU.

  3. Select a Service Type from the resulting Available Services list.

    On selecting a Service, if there are no required fields or attributes, the Service is immediately added to the Order.

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    If there are required attributes, a new pane opens on the right for entering the required attributes. Fill in the required information and click ADD TO ORDER. If you attempt to add the service to the order without adding the required attribute information, the fields will become highlighted and you cannot proceed without filling in the required information.

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    At this point you may continue to add more Services, or edit and otherwise manage a selected Service as needed. This may involve:

    • Editing Service Details, Service Addresses, Tax Information, Equipment Information (for wireless services), and Additional Information. See Working with Service Details.

    • Removing the Service from the Order.

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      To remove an item from an Order, select the item from the Order Items list to display the item details, and then click the Trash can icon in the item details pane.

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      Notes:

      • Removing a service also removes any of its subservices.

      • On Removing a Service, the confirmation dialog lets you to release the reservation associated with the Service being removed. Not checking this check box will save the reservation for this order. If you decide to allocate the service number(s) to another service, they will be immediately available for use.

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        To bulk-remove Services from an Order, see Bulk-Selecting Services.

    • Adding Features. See Adding a Feature Via the Service Details Pane.

    • Adding Subservices if the service is set up to support this. See Adding a Subservice.