Create Type

This chapter describes how to create a type for service items. You can use this type to categorize service items and filter by this type.

To create a type, proceed as follows:

  1. Open the search function from the role center (ALT+Q).
  2. Search for Types and click on the corresponding search result.
  3. The Types page is displayed. On this page you will find all created types.
    types
  4. To create a type, click New in the menu bar.
  5. Specify the manufacturer associated with the type and the group.
  6. Enter the code and the name of the type.
  7. You can optionally enter a series in the column.

You have created a type. You can select the type for a service item as soon as you have stored the configured combination of manufacturer and type for the service item.

For more information on how to categorize a service item, see the Categorize Service Items chapter.