How to configure the swap addon

With the Swap Add-On, you can offer your customers the ability to request a replacement for a device or component when it's, for example, defective, lost, or outdated. Here’s how you can set up the Swap Add-On in your service portfolio:

• Navigate to Service Portfolio in Equipme and select the option to add a new Add-On service.
• Click on "Add" to create a new Add-On. A new window will open where you can choose the Add-On type.
• In this window, choose the Add-On type "Swap". This will configure the Add-On to be used as a swap service for existing devices or components.

Define Swap Options Configure Service Options: Define any options you want the requesting user to select for the Swap Add-On. This could include the selection of a reason, urgency, or any other options you'd like to offer them. For example:

• Defective: The device is no longer functioning properly.
• Lost: The device has been lost.
• Outdated: The device is outdated or no longer meets the requirements.
• Other: For any other reasons that don’t fit into the standard options.

By configuring these service options, you ensure that you gather all necessary information before the replacement process begins. This helps you understand the reason for the replacement and act accordingly.

Activate: Once you’ve configured the Swap Add-On, activate it for the relevant services. Your customers will now be able to use the Swap feature directly within the Servicedetails.

It is important to note that the Swap add-on only works for active services. This guarantees that you can only initiate the swap process for services currently in use, keeping your operations structured and organized.