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Creating and Releasing Products


The first step in creating an asset management system is to create the necessary products. The product is the make and model of the asset. For instance, if the make and model of your asset is a Compaq Evo, you would need to create a product called Compac Evo. When the product information is filled out correctly, you can release the product.

To create a product

  1. Navigate to the Administration - Product view.
  2. In the Products list, create a new record and complete the necessary fields.

    Some fields are described in the following table.

    Field
    Example

    Product

    Compaq Evo

    Type

    Product, Service, or Distribution

  3. In the More Info view tab, make sure the Track as Asset check box is selected.

    If your asset has configuration attributes, go to Step 4 and if your product is customizable, go to Step 5 and then to Step 6. When the product information is filled out correctly, you can release the product. For more information, see To release a product.

  4. (Optional) If the asset has configuration attributes associated with it, in the Structure Type drop-down list, select Customizable.
  5. (Optional) If the product is customizable, click the Customizable Product view tab and then click the Details link.
  6. (Optional) In the Details form, click the Product Class select button to select the product class.

To release a product

  1. Navigate to the Administration - Product view.
  2. Click the Customizable view tab, and then click the Versions link.
  3. In the Versions list, select the version record.
  4. (Optional) Select the Lock flag check box if you want to update the product.
  5. Click the Release New Version button.
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