Add an Asset Record

After configuring assets, your agents can add and manage assets on the Service Console.

Assets can also be bulk imported from a file using the Data Import Wizard. See Import Asset Records. Assets can be added on the Assets editor, and when viewing contact and organization records.

1. Do one of the following:
   • If you're viewing a record in the Assets editor, click New.
   • If your navigation set is configured to add assets from the file menu, click File > Asset. See Configure the File Menu.
   • If your contact or organization workspace includes the assets relationship item, view the asset list in the contact or organization record, click Add > Add New.
2. Enter field information.

   Asset Fields

   Field	Description
   Name	Enter a name for the asset record in this field.
   Product	Click this drop-down list and select the asset product. See Add or Edit a Sales Product to Use with Assets.
   Serial Number	If using serialized assets, enter the asset’s serial number in this field. See Asset Planning.
   Contact/Organization	Click the buttons next to these fields to select the contact or organization you want to associate with the asset. These fields are populated when creating an asset from the contact or organization record. When creating asset records for future registration, the fields may be left empty. See Asset Planning.
   Price	Enter a price for the asset in this field. Click the currency shown to select a different currency, and click the button to view exchange rates. See Add or Edit a Currency.
   Date Purchased	Enter the date the asset was purchased or obtained, or click the calendar next to the field to select a date.
   Date Installed	Enter the date the asset was installed or activated, or click the calendar next to the field to select a date.
   Date Retired	Enter the date the asset was retired or deactivated, or click the calendar next to the field to select a date.
   Status	Click this drop-down list and select a status for the asset. See Add or Edit an Asset Status.
   Description	Enter a description or notes for the asset in this field.

3. To associate the asset with a new incident, click the Incidents tab.
   1. Click Add New and complete the fields. See Edit Key Incident Fields.
4. To view the audit log for the asset record, click the Audit Log tab. See Audit Logs.
5. If you're adding the asset from the contact or organization record, click OK.
6. Click Save.