How You Set Up Assets

Before your agents and customers can manage assets, you must configure the items you want to track.

• Configure asset statuses to help you track asset usage if the three default statuses (Active, Retired, and Unregistered) do not meet your needs. See Add or Edit an Asset Status.
• Create the products or services you want to track in the product catalog and specify if they should have serial numbers. See Add or Edit a Sales Product to Use with Assets.
• Configure your workspaces and assign them to the appropriate profiles. You can create custom asset workspaces or use the default workspaces. You can also create custom incident, contact, and organization workspaces to add asset fields and relationship items. See Asset Workspaces.
• Configure navigation sets to let agents easily create assets and view asset reports. See Assets and Navigation Sets.
• If you want to use serialized products and perform serial-number validation in B2C Service, create asset records and associate them with your customers. If you have an existing database where you store assets, you can import the data into B2C Service using the Data Import Wizard. See Asset Planning and Add an Asset Record.
• If you want your customers to be able to view and register their products on the customer portal, add the appropriate widgets to the customer portal pages. See Product Registration on the Customer Portal.
• Assets are similar to the other standard objects in B2C Service such as incidents, contacts, and answers. Just as with these objects, you can add system attributes to the asset object if you require additional fields to meet your needs. See Create a System Attribute.