How can I create assets?

You can create asset information for your accounts.

To create assets from the Assets page:

1. Sign in to a sales application as a sales manager.

2. Click Sales > Assets on the home page.

3. In the Assets landing page, click Create Asset.

4. Enter the details, such as the account, product, currency, status, quantity, and purchase unit price.

   Based on the currency, Exchange Rate is shown. Similarly, Based on the quantity and purchase unit price of the asset, Total Asset Amount is calculated.

   Note: For you to see the Exchange Rate and Total Asset Amount fields on the UI, your administrator must enable them on the Create and Edit layouts for Assets.

5. Click Save and Close.

To create assets from the Accounts page:

1. Sign in to a sales application as a sales manager.

2. Click Sales > Accounts on the home page.

3. In the Accounts landing page, edit an account.

4. In the edit page, click the Assets tab.

5. Click Create Asset and enter the details.

6. Click Save and Close.