Configuring Product Types

 

Each product purchased by a firm can be categorized into a specific product type. This is the high-level categorization for the assets that are bought. For example, Adobe Photoshop or Macromedia Flash can be categorized under the product type Software, while HP Inkjet Printer can be categorized under the product type Printer. In general, product type is a parent category under which you can group each of the specific assets owned by your firm. Proper categorization helps in estimating how much has been spent for purchasing each of the product type assets (Printer, Scanners, etc.), how much assets in each of the product types are available in the organization and so on.

Example : Adobe Photoshop & HP Inkjet Printer can be categorized as,

 

Assets

Product Type

Type

Category

Adobe Photoshop/Macromedia Licenses

Software Licenses

Components

IT

HP Inkjet Printer

Printer

Asset

IT

 

To open the product type configuration page:

  1. Log in to the ServiceDesk Plus application using the user name and password of an admin user.

  2. Click the Admin tab in the header pane.

  3. In the Asset Management block, click the Product Types iconProduct Types Icon. The next page displays the available list of product types. You can add, edit, or delete product types.

 

Adding Product Type

To add a product type,

  1. Click Add New Product Type link.

  2. In the Add Product Type form, specify the Product Type Name which will uniquely identify the individual product types. Say, Printer.

  3. Select the Type from the drop down. Say, Asset, Component, Consumable.

  4. Select the Category from the drop down. Say, IT, Non-IT.

  5. Specify any relevant information about the product type in the Description field.

  6. Click Save button.

If you want to add more than one product type, then instead of clicking Save, click Save and add new button. This adds the new product type and reopens the add product type form after displaying a message that the a new product type is added.

At any point, if you decide not to add the new product type, then click Cancel to get back to the product type list. Clicking the View List link on the top right corner of the add product type form will also take you to the product type list view.

 

Editing Product Type

To edit a product type,

  1. In the Product Types List page, click the edit icon beside the Product Type Name that you wish to edit.

  2. In the Edit Product Type form, you can edit the product type name, type, category and the description.

  3. Click Save. At any point, if you wish to cancel the operation that you are performing, click Cancel.

Even while editing a product type, if you wish to add new product type, then click Save and add new button instead of clicking Save button after making the changes.

 

Deleting Product Types

To delete a product type,

  1. In the Product Types List page, select the check box beside the product type to delete.

  2. Click Delete button. A dialog box confirming the delete operation appears.

  3. Click OK to proceed with the deletion. If you do not want to delete the product type, then click Cancel.


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