IT Assets
Add IT Assets
Role Required: SDAdmin, SDSiteAdmin, SDAssetManager, and Technicians with Add Assets permissions.
Add IT assets manually
You can add IT assets manually using forms from the Assets module.
Click Quick Actions
on the header and click Asset from the Quick Actions menu.
Click on Assets module on the header. On the left navigation pane select IT Assets.
Select your preferred asset product type. Eg: workstation, server, printer, etc.
Click
icon to open the New Asset page.
Specify the Asset Name in the given text field. This is a mandatory field.
Select the Product Name of the asset from the drop-down. If required, you can add a new product name by clicking
icon beside the product name field. This is a mandatory field.
Specify the Asset Tag, Serial Number, Barcode / QR Code, Location, and Purchase Cost in $ in the corresponding text fields.
Specify the Acquisition Date, Expiry Date, and Warranty Expiry date from the calendar icon.
Specify the Asset State in the Asset is Currently drop-down. This is a mandatory field.
Add additional asset details specific to the asset model or product type, if any.
Click Save.
Barcode Generation
You can also generate barcodes and add assets.
On the asset list view, click Manage Barcode / QR code and add new assets..
Alternatively, you can go to Barcode / QR code section on the left navigation pane and select Generate Code.
Learn how to generate barcode for new and existing assets.
Import Assets
To bulk-add IT assets, you can import asset details from CSV files.
On a IT asset list view, click Import from CSV.
Alternatively, you can go to Setup > Data Administration > Import Data.
Learn how to import assets from CSV files.
Edit IT Assets
Role Required: SDAdmin, SDSiteAdmin, SDAssetManager, and Technicians with Edit/Delete Assets permissions.
In the Assets tab, select the IT asset product type from the left navigation pane.
From Asset Details Page:
On the asset list view, select the IT asset to be edited.
The asset details page is displayed. Click Edit on the toolbar.
Edit the asset details and asset state as needed. You can also connect the asset with another asset, assign/reassign the asset, and configure depreciation.
Click Update.
From Asset List View:
You can edit IT assets in bulk from the asset list view.
On the asset list view, select the IT assets.
On the toolbar, click Edit.
Edit asset details as needed.
Click Update.
You can bulk edit up to 100 assets.
You can bulk edit only similar product types.
Delete IT Assets
Role Required: SDAdmin, SDSiteAdmin, SDAssetManager, and Technicians with Delete Assets permissions.
On the asset list view, select the IT assets to delete.
On the toolbar, click Delete. You can also click
icon next to the asset and select Delete.
Click Confirm.
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