The following video discusses adding an extended service contract to an item in an order using the order item action.
How to Use Extended Service Contract Option on Order Item Action
Key Steps:
Open the order in the system.
Click on the badge icon to access the extended service contract options.
Review the default service contracts displayed based on sale price, category, and months available.
Uncheck the default selection to view all available service contracts if needed.
Select the desired service contract (e.g., 60-month residential warranty).
Verify that the sale price is automatically populated.
Click on "Apply" to add the extended service contract to the item.
Save the order to finalize the addition of the extended service contract.
Cautionary Notes:
Ensure that the selected service contract aligns with the customer's needs and preferences.
Double-check the sale price before applying the extended service contract to avoid errors.
Tips for Efficiency:
Familiarize yourself with the available service contracts to expedite the selection process.
Save the order promptly after adding the extended service contract to prevent any data loss or discrepancies.