Managing Assets
Prerequisite:
- Ensure that the setting 'Enable ABO' is set to true in the Storefront record if you use a standard template.
- Asset Actions is set for Buy More, Change Configuration, Renew, or Terminate actions on the storefront object. This field is dependent on the Enable ABO flag.
As a Customer Service and Sales Representative in your organization, you can Renew and Terminate a customer's assets. You may even choose to Buy More for an existing asset. You can also change the configuration for an existing bundle subscription during renewal or mid-term assets from the cart.
Assets are the products or services that you have bought. You may need to modify the products that you have bought in terms of Quantity, Selling Term, or Duration. You can access all the products that you have bought from the Assets tab.
- Asset Filtering on the Catalog page
- View Installed Products for Account
- View the Assets By Price Type and Asset Amounts By Price Type charts on the Installed Product page
- Enable or Disable ABO on the Template
- Enable or Disable Renew or Terminate actions on the Template