You are reading the documentation for an outdated Corteza release. 2024.9 is the latest stable Corteza release.

Entitlement templates

The Entitlement Templates page is accessible by clicking on the "Entitlement Templates" under the "Products" dropdown in the main navigation bar on the top of the screen.

A product or service comes typically with an entitlement to support. For example, a software license may allow the client to contact you by phone when they have issues or questions. Or, when you sell hardware, you may need to offer a period of guarantee, allowing the client to contact you when the product breaks within that period.

Service Solution provides an easy way of defining the most common entitlements as entitlement templates. After we create a template, we bind it to a product. Now, whenever we create an entitlement for that product, the template will be used to prefill the base information regarding the entitlement.

Create an entitlement template

  1. Navigate to the Entitlement Templates page,

  2. press the "+ Add" button at the top of the list,

  3. fill out the form and press the "Save" button in the bottom right corner.

Add an entitlement template to a product

  1. Navigate to the Products page,

  2. press the edit icon next to the product you wish to do this for,

  3. navigate to the "Product Description" block and select an "Entitlement Template",

  4. press the "Save" button in the bottom right corner.

If you wish to create a new product instead of editing an existing one, press the "+ Add" button instead of the edit button on the product list.