To configure assets, you must add sales products you want
to associate with contacts and organizations.
These can be any unique item or resource you want to track.
You add these items using the product catalog. However, if you have
an existing asset management system, you can bulk import asset products
using the Data Import Wizard. See Import Asset Records.
If you currently use sales products with quotes, you can also use them for asset management and
product registration. See Add or Edit a Sales Product.
Note: If you delete an asset product, all asset records configured to use the product
will also be deleted.
- Double-click Product Catalog in .
- Do one of the following:
- Click New to add a new product.
- Click an existing product to edit it.
- Enter the name in the Product Name field.
- To add an additional identifier for the product, enter
it in the ID field.
- To prevent the product from being used by agents or displaying
in editors, select Disabled.
- To make the asset available for use in opportunity tracking,
select Sales Catalog.
This isn't necessary when configuring products for use in asset
management.
-
To make the asset available for use in B2C Service, select Service
Catalog.
This option must be selected to create asset records using the product, and to
associate it with contacts and organizations.
- To prompt customers and agents to enter a serial number
for an asset related to the product, select Serialized.
It's important to consider your organization’s requirements
before selecting this option. See
Asset Planning.
- To associate a service product with the asset product,
select it from the Service Product drop-down
menu.
Any incidents created from the Service Console or customer portal
that apply to the asset will automatically be populated with the selected
service product.
- Click Save.