Categorize Service Items

This chapter describes how you can categorize service items using information on manufacturer, group and type.
For the following description, we assume that information on manufacturers, groups and types already exists in the system.
For more information on how to store this information in the system, see:

• Create Manufacturer
• Create Group
• Create Type

Follow these steps to categorize a service item:

1. Open the search function from the role center (ALT+Q).
2. Search for Service Items and click on the appropriate search result.
3. The Service items list is displayed.
4. To categorize a service item, open the service item card.

   

   Figure: Serice Item Card with Manufacturer, Group and Type

5. On the service item card, under the Manufacturer field, specify the appropriate manufacturer of the service item.
6. Under the Group field, specify the corresponding group of the service item.
7. Under the Type field, specify the corresponding type of the service item.

You have categorized the service item.
You can filter the display of service items based on the information. For more information, see the chapter Filter Service Items by Manufacturer, Group or Type.