In this video, we walk you through the new features available under Site Settings, specifically in the Extended Service Contracts tab. You'll learn how to assign Inventory Model Status types to ESCs, which is crucial for managing your inventory effectively. We also explain the importance of selecting the correct status to ensure accurate visibility.
Assigning Inventory Model Status Types to Extended Service Contracts (ESCs)
Objective
This SOP outlines the steps to assign Inventory Model Status types to Extended Service Contracts (ESCs) in the system.
Key Steps
Access Site Settings 0:00
Click the gear icon at the top of the screen.
Select the 'Extended Service Contracts' tab.
2. Edit Status 0:13
Click the 'Edit' button.
Locate the 'Status' dropdown menu.
3. Select Status Type 0:25
If you leave the status blank, the ESC will show for every status of the model.
To limit visibility, select a specific status (e.g., 'obsolete').
You can select more than one status per model if needed.
4. Update Statuses 0:40
After selecting the desired statuses, click the 'Update' button to save your changes.
Cautionary Notes
Ensure that the selected statuses accurately reflect the model's condition to avoid confusion.
Double-check the statuses assigned to ensure they meet the business requirements.
Tips for Efficiency
Familiarize yourself with the different status types available to make informed selections.
Regularly review and update statuses as needed to maintain accurate records.