How to Add and Edit Customer Service Items

Datagate Support | Oct 18, 2017

A service item can be a toll-free number, mobile number, tolls number or circuit line etc. Basically, customer usage related to a service calculate based on a service item. In other words, any usage-based items.

If you have any questions, don’t hesitate to contact the Services Team.

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Add a New Service Item

1. Click on Customers in the main menu.
2. Click on the Customer Code or Name link in the customer list table that you want to add service items to.
3. You will navigate to the Customer invoices tab. Switch to the Service Items tab.
4. Click the + button in the Service Item tab, Service Item Details window will open right corner of the page.

5. Enter service item details and click Save button. 

Edit an Existing Service Item

1. Click on Customers in the main menu.
2. Click on the Customer Code or Name link in the customer list table
3. You will navigate to Customer invoices page. Click on Service Items tab under customer menu
4. Click on a service item record in the table, Service Item Details will open
5. Update service item details and click Save button

Service Item Details Explained 

Field	Description
Service Item *	Enter the service item code. This is mandatory field. Unique field for a service. So, you cannot have duplicate codes for the same service type. For Tolls and Tollfree service items code should be a number value while other service items can have alphanumeric values.
Description	Enter service item description. This is an optional field.
Site	Dropdown show all the Sites belonging to the customer. Select the site to allocate service item to. Optional field. If you do not select a site, service item will not have attached to the site, just sitting under customer.
Service *	Select service from the dropdown Required field
From *	This is a required field Service item From date can be selected from the calendar popup or entered manually Should be a valid date Show as "Activated" date in the service item table grid
To	Optional field Deactivate field can be selected from the calendar popup or enter manually Should be a valid date and need to be greater than or equals to activated date Show as "Deactivated" date in the service item table grid
Active	Set service item active or inactive
Internal Notes	This is an optional field.  If you have additional notes related to the service item, you can enter here.