In this video, we demonstrate how to create custom extended service contracts (ESCs) for products. We show how to access site settings, navigate to extended service contracts, and create a new ESC by entering product details and setting price thresholds. We guide through selecting online or offline availability and finalizing the ESC creation process.
Creating Custom Extended Service Contracts
Key Steps
Navigate to site settings by clicking on the site settings icon at the top of the screen.
Select "Extended Service Contracts" from the menu.
Click on "Plus Extended Service Contract" to create a new ESC.
Enter the necessary information:
Select the product group (e.g., appliances).
Choose the category (e.g., dishwashers).
Enter the model number and description of the contract (e.g., 60 months).
Set the sales price threshold (e.g., $500) and the sales price (e.g., $749).
Optionally, input the cost and default tax rate.
Specify whether the ESC is available online, offline, or both.
Click on "Update" and then "Save" to save the new ESC.
Cautionary Notes
Ensure that all information entered is accurate to avoid any discrepancies in applying the ESC.
Double-check the sales price threshold and sales price to ensure they align with the pricing strategy.
Tips for Efficiency
Keep the ESC details concise and clear to easily apply them to relevant products.
Regularly review and update ESCs based on pricing changes or new product additions.
Save the ESC immediately after creating it to prevent any data loss.
By following these steps, you can efficiently create and apply custom Extended Service Contracts within the system.