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Modify Service Location for Services


Once a master plan or supplemental plan has been added to an account, you can assign and modify service locations for each service within the plan instance service and inventory item.

To add a new service location option, refer to Create a Service Location.

Modify a Service Location to a Previously Added Plan

Getting Here: Accounts > select an account> Plans > select a plan instance ID

  1. Scroll to Services.
  2. Click the gray arrow to expand the service details.
    Service Location_Services_6.47.png
  1. Click Service Location. The following screen displays.
    Select Service Location_6.47.png
  1. Select the service location from the drop-down.
  2. Click Save. The service location is now associated with the service.
    Services Selected 6.47.png
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