Asset shipment for external client

Tommaso2
Tera Expert

Hi all,

 

My scenario is not about procuring a laptop (asset in general) asked via catalog item by some internal users.

Differently my scenario involves the massive import of assets and then the management of the shipment of the single asset to the external client that bought the asset itself.

E.g. 50 laptops have been imported in assets table, then I define a new contract with a new client (using CSM) and because of it I have to deliver that asset to the client, tracking the shipment.

 

How can I manage it with OOB features? ITAM is the module?

 

Many thanks again

1 ACCEPTED SOLUTION

pavani_paluri
Tera Guru

Hi @Tommaso2 ,

 

As per my understanding, Below is the flow I can think of

1. You bring the laptops in
    You import them into ServiceNow’s asset table. Think of this as your warehouse inventory list.

2. You sign a contract with a client
     Using Customer Service Management (CSM), you record that this client has bought some of those laptops.

3. You assign the laptops to the client
     In IT Asset Management (ITAM), you link specific laptops to that client’s contract. Now those laptops are “owned” by the client in the system.

4. You ship the laptops
     ServiceNow doesn’t have a dedicated shipping module out of the box. But you can use **Asset Transfer Orders(part of ITAM) to represent shipments.
You can add details like courier, tracking number, shipment date, and delivery status.

5. You track the lifecycle
     Update the asset status as it moves: “In stock” → “Shipped” → “Delivered.”


This way, you always know where each laptop is and who it belongs to.

 

ITAM= your warehouse and asset lifecycle tool.
CSM= your customer contracts and relationship tool.
Shipment tracking= handled by transfer orders and status updates (with optional courier integration if you want more automation).

 

Mark it helpful if this helps you to understand. Accept solution if this give you the answer you're looking for
Kind Regards,
Pavani P

View solution in original post

2 REPLIES 2

Tanushree Maiti
Kilo Patron

Refer this if it helps for your use case :

https://www.servicenow.com/community/ham-articles/automate-asset-creation-for-externally-ordered-har...

 

https://www.youtube.com/watch?v=L79Cw8vvd1I&t=6s

Please mark this response as Helpful & Accept it as solution if it assisted you with your question.
Regards
Tanushree Maiti
ServiceNow Technical Architect
Linkedin:
In a previous video, you discovered Source Request. This video will walk you through the process of generating a Transfer Order to fulfill the request.

pavani_paluri
Tera Guru

Hi @Tommaso2 ,

 

As per my understanding, Below is the flow I can think of

1. You bring the laptops in
    You import them into ServiceNow’s asset table. Think of this as your warehouse inventory list.

2. You sign a contract with a client
     Using Customer Service Management (CSM), you record that this client has bought some of those laptops.

3. You assign the laptops to the client
     In IT Asset Management (ITAM), you link specific laptops to that client’s contract. Now those laptops are “owned” by the client in the system.

4. You ship the laptops
     ServiceNow doesn’t have a dedicated shipping module out of the box. But you can use **Asset Transfer Orders(part of ITAM) to represent shipments.
You can add details like courier, tracking number, shipment date, and delivery status.

5. You track the lifecycle
     Update the asset status as it moves: “In stock” → “Shipped” → “Delivered.”


This way, you always know where each laptop is and who it belongs to.

 

ITAM= your warehouse and asset lifecycle tool.
CSM= your customer contracts and relationship tool.
Shipment tracking= handled by transfer orders and status updates (with optional courier integration if you want more automation).

 

Mark it helpful if this helps you to understand. Accept solution if this give you the answer you're looking for
Kind Regards,
Pavani P