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Creating a Service

Last Updated: Jun 26, 2018 12:46PM PDT

Overview

Kugamon Quote to Cash creates the designation of Products and Services in Salesforce.com.  Once the Adminstrator create a Salesforce Product in the standard Salesforce Product Object, Kugamon will automatically generate an Additional Product Information record for that Product/Service.  A Service, is a Salesforce.com Product, that has a designated Service Term (1 Hour, 1 Day, 1 Year, etc.) within the Additional Product Information. When adding Services to Quotes and Orders the End User will be prompted to select a Start Date; the End Date for the Service will be automatically calculated based upon the default term that is on the Additional Product Detail Record.  

Audience : Administrator


Steps:


Go to the Salesforce.com Product
1. Open the Product's Additional Product Information record
2. Set "Service" checkbox to True
3. Enter the default Unit of Term | Enter the default Service Term
​4. Click Save
 

Notes:

  • The Products and Services will be broken out into their own perspective sections on Quotes and Order

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