---
sourceDocument: Xanadu Customer Service Management
sourceDocumentLink: https://servicenow-prod.fluidtopics.net/r/xanadu/customer-service-management

 Release :

    - xanadu

ft:locale :

    - en-US

ft:publication_title :

    - Xanadu Customer Service Management

ft:clusterId :

    - csm

bundleId :

    - csm

workflow :

    - Customer and Industry


---

# Create and manage install base items for a business location

# Create and manage install base items for a business location {#ariaid-title1}

* Release version: Xanadu
* 
* Updated August 1, 2024
* 
* ![](https://www.servicenow.com/docs/portal-asset/ico-clock) 1 minute to read

As a staff member with the location agent role, create and manage install base items
for your business locations.

## Before you begin

Role required: sn_customerservice_manager, sn_customerservice.svc_location_agent, or
admin

## About this task

Staff members with the sn_customerservice_manager role create install base items by
choosing the correct configuration item, whereas the staff members with the
sn_customerservice.svc_location_agent role can view the list of install base items
installed at any service organization.

## Procedure

1. Navigate to AllCustomer ServiceService OrganizationsInternal/External Business Locations.
2. Select either an internal or an external business location.
3. In the Install Base Item related lists, click New.
4. On the form, fill in the fields.  
   {#create-ib-items-for-business-locations__table_hc5_l4g_c5b__entry__2}

   | Field | Description |
   |-|-|
   | Number | Unique ID of the install base item. The system automatically sets this field value, but you can change it. |
   | Name | Name of the install base item. |
   | Configuration Item | Reference to another sold product if the sold product contains child components. |
   | Service Organization | Internal or external entity that is involved in providing service to the customer. |
   | Owned by | Business manager of the install base item. |
   | Supported by | Configuration item supported by. |
   [Table 1. Install Base Item form]

   {#create-ib-items-for-business-locations__table_hc5_l4g_c5b}
5. Click Submit.  
   An install base item record is created for the selected business location.
**Related tasks**   

* [Create an install base item](https://servicenow-prod.fluidtopics.net/uQdBQ75vTVGjTnu9UeI5_w "Create an install base item in the Customer Service Management application that represents the instance of the product that has been configured for a customer. The install base item enables you to track all the purchases that were made by a customer.")

*[\>]: and then