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3.Service Catalog

  • A service catalog is a listing of all the products and services.
  • Service catalogs act as knowledge management tools for the employees and consultants of an enterprise.

Dashboard

  • Service catalog dashboard will be shown as below image:

  • Click on left side Menu List → Click on Sales → Click on Service Catalog tab.


    3.1.Service tab:

  • Click on the Service → Add Service tab by default and the display form will get open as per the image below.




    1.Service Name: Enter the Service name.
    2.Service Code: Enter the Service code.
    3.Service No: Enter the Service no.
    4.Type: Select Type using dropdown.
    5.Service Category: Select Category using dropdown.
    6.Service Manager: Select Manager using dropdown.
    7.Service Cost: Enter the Service cost.
    8.Service Tags: Enter the Tags.
    9.Service Location: Select Location using dropdown.
    10.Service Branch: Select Branch using dropdown.
    11.Delivery Mode: Select Delivery mode using dropdown.
    12.Service Description: Enter the Description.
  • After filling all the mandatory fields click on the Submit button. On click of submit, the Service will be added successfully.

  • Added Service is displayed in Reports as shown in the below image.
  • On click of the View icon, users can view service master details.
  • On click of the Edit icon, users can edit service master details.

    3.2.Product tab:

  • A thing or person that is the result of an action or process.

  • A product is anything that can be offered to a market that might satisfy a want or need.
  • Click on the ServiceAdd Product tab by default and the display form will get open as per the image below.


  • Click on left side Menu List → Click on Sales → Click on Service Catalog tab.
  • Click on the Product → Add Product by default and the display form will get open as per the image below.



    1.Type: Select Type using dropdown.
    2.Product: enter the Product.
    3.Product Code: Enter the Product Code.
    4.Product No: Enter the Product No.
    5.Product Category: Select Product Category using dropdown.
    6.Product Location: Select Product Location using dropdown.
    7.Product Branch: Select Product Branch using dropdown.
    8.Product Manager: Select Product Manager using dropdown..
    9.Product Cost: Enter the Product Cost.
    10.Delivery Mode: Select Delivery mode using dropdown.
    11.Product Description: Enter the Product Description.
    12.Product Tags: Enter the Product Tags.
  • After filling all the mandatory fields click on the Submit button. On click of submit, the Product will be added successfully.

  • Added Product is displayed in Reports as shown in the above image.
  • On click of the View icon, users can view service master details.
  • On click of the Edit icon, users can edit service master details.

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