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Entitlement templates

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

A product or service typically comes with 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 in case product breaks within that period.

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

Adding an entitlement template

  1. Navigate to the Products  Entitlement Templates,

  2. click on the + Add button to open the form,

  3. populate the data and press the Save button in the bottom right corner.

Adding an entitlement template to an existing product

  1. Navigate to the Products  select a product,

  2. click on the Edit button in the bottom right corner,

  3. select the "entitlement template" in the "product description" page block,

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

Adding an entitlement template to a new product

  1. Navigate to the Products  Entitlement Templates  select a template,

  2. navigate to the "Products that use this entitlements template" page block,

  3. click on the + Add button to open the form,

  4. populate the data and press the Save button in the bottom right corner.