Configuring Product Types

     

    Each product purchased by an Account 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 the Account. 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 Account organization and so on.

     

    To open the product type configuration page:

    1. Log in to the ServiceDesk Plus - MSP 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.

    Add Product Types

     

    To add product types:

    1. In the Product Types List page, click Add New Product Type link available at the top right corner.

    2. In the Add Product Type form, enter the Product Type Name. This name needs to be unique and this field cannot be blank.

    3. If required, add relevant Description for the product type.

    4. Click Save.

    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.

     

    Edit Product Type

     

    To edit an existing product type:

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

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

     

    Delete Product Types

     

    To delete a product type:

    1. In the Product Types List page, click the delete icondeleteiconbeside the Product Type Name that you wish to delete. A confirmation dialog is opened.

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

     

     


     

     

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