Products can be sold at any point of a job's completion, maybe not even products or parts an agent or supervisor knew about when creating the ticket. Use the Point of Sale function to add products after the fact or during the completion of a ticket.
1. From your nav menu or your agent dashboard, select the ticket.
2. Select the ticket from the list or use the search bar to find it.
3. From the menu in the right hand corner, select the Add POS icon.
4. Select the product from the dropdown. These select from the customer's pricebook and list of products and services in their catalog.
5. Enter the quantity fulfilled in the field.
6. If not today's date, select the date from the calendar.
7. Add any notes or attachments to the field.
8. Select Submit to save the POS log to the ticket.