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Creating a product

Suggest edit Updated on October 6, 2020
Create a product to define an individual manufactured item. For example, for a company that is called CoolAir and that manufactures air conditioning devices, you can capture every device as a product.

Pega Field Service tracks the products that underpin customer configured products and serve as the basis for field services. For more information about how products are monitored, see Setting up and managing products.

  1. In the Pega Field Service Admin portal, click ProductsProductsNew product.

  2. In the Create product window, on the Details tab, enter the name and short description for the product.

  3. In the Status field, select from the following options:

    • If the product is active in the system, select Active.
    • If the product is not active currently but you might activate the item later, select Inactive.
    • If the product is discontinued and you track the item for recording purposes, select Discontinued.
  4. Enter the manufacturer, model, product family, and product line information.

  5. In the Create productwindow, on the Tasks tab, add a predefined task that is related to the product by clicking Add tasks and then defining the task.

    These tasks are displayed as suggested tasks to the field workers when a work order is created for the configured product.

  6. Click Create.

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