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:
- Open the search function from the role center (ALT+Q).
- Search for Types and click on the corresponding search result.
- The Types page is displayed. On this page you will find all created types.
- To create a type, click New in the menu bar.
- Specify the manufacturer associated with the type and the group.
- Enter the code and the name of the type.
- 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.