---
sourceDocument: Australia Manufacturing
sourceDocumentLink: https://servicenow-prod.fluidtopics.net/r/manufacturing

 Release :

    - australia

ft:locale :

    - en-US

ft:publication_title :

    - Australia Manufacturing

ft:clusterId :

    - mftg

bundleId :

    - mftg

workflow :

    - Customer and Industry


---

# Configure install base items

# Configure install base item {#ariaid-title1}

* Release version: Australia
* 
* Updated March 12, 2026
* 
* ![](https://www.servicenow.com/docs/portal-asset/ico-clock) 1 minute to read

Create and configure install base item records to track sold products and assets associated with customer accounts.

## Before you begin

Role required: admin or sn_customerservice_manager

## About this task

Install base items represent the products and assets sold to customers. Each install base item links to a corresponding asset record and maintains critical customer and service organization information. Setting up accurate
install base items enables proper asset tracking and service delivery.

## Procedure

1. Navigate to AllWorkspacesCSM/FSM Configurable Workspace.
2. Select the List icon.
3. Navigate to MCO SetupInstall Base Items.
4. Select New.
5. On the Install base item form, fill in the fields.  
   For a description of the field values, see [Install based item form](https://servicenow-prod.fluidtopics.net/7Cxgya6QpbbQLt3B3OCAWw "An install base item refers to an application service configuration item. Each install base item references the configuration item record for the customer. If issues arise with a configuration item, customer service agents can trace which install base items that the case is affecting.").
6. Select Save.  
   The Sold Products, Entitlements, and Cases related lists are displayed.
7. Fill out the related lists as described in the following table.  
   {#mco-create-install-base-item__table_zch_sgz_3hb__entry__2}

   | Related list | Description |
   |-|-|
   | Child Install Base Items | List of all child install bases that are related to the parent install base item. |
   | Sold Products | List of the sold products that are associated with an install base item. Edit a sold product by selecting Edit. |
   | Cases | List of cases that are associated with an install base item. |
   | Entitlements | List of entitlements that are associated with an install base item. Add an entitlement for the install base item by selecting New. Note: Customer service managers can create entitlements. Customer service agents can view entitlements. |
   | Contracts | List of contracts that are related to an install base. Edit a contract by selecting Edit. |
   [Table 1. Install base item related lists]

   {#mco-create-install-base-item__table_zch_sgz_3hb}

   For more information on the related lists, see [Related list for an install base item](https://www.servicenow.com/docs/access?context=install-base-related-list&version=australia&pubname=australia-customer-service-management&ft:locale=en-US).
8. Select Update.  
   For more information on importing install base items, see [Import install base items with guided setup](https://www.servicenow.com/docs/access?context=import-csm-install-base-items&version=australia&pubname=australia-customer-service-management&ft:locale=en-US).
{#mco-create-install-base-item__steps_nt3_s1g_4fc}

## Result

The install base item is added to the account or consumer that you selected. You can select an account or consumer to see a list of all the install base items that are related to the account or consumer.
**Related topics**   

* [Install base items](https://www.servicenow.com/docs/access?context=install-base-item&version=australia&pubname=australia-customer-service-management&ft:locale=en-US)

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