Add assets to a pallet

  • リリースバージョン: Australia
  • 更新日 2026年03月12日
  • 所要時間：3分

    • Add base, hardware, bundle, consumable, and other pallet assets to an in-stock pallet to track and manage the assets in a stockroom as a group.

    始める前に

    Role required: asset

    このタスクについて

    You can add assets to a pallet only under the following conditions:

    • The asset belongs to the same stockroom as the pallet or has no value set in the Stockroom field.

    • The pallet State field value is In stock.

    • The asset State field value is one of the following:
      • On order
      • In stock
      • In transit
      • Retired

    • The asset isn’t associated to another parent asset.

      Either remove the existing parent-child association and then add the asset to the pallet or directly add the pallet as parent to the asset.

    When an asset that is a parent to other assets is added to a pallet, all its child assets are also added. However, the parent field of the child assets isn’t replaced with details of the pallet.

    手順

    1. Navigate to All > Hardware Asset Workspace > Asset estate.
    2. Select the Pallets tab.
    3. Select the pallet to which you want to add assets.
    4. Select the Assets tab.
    5. Add base, hardware, and bundle assets to the pallet.
      1. Select Add assets.
      2. In the Add assets dialog box, select the assets that you want to add.
        You can use the filter to narrow the list of available assets.
      3. Select Add.
      The assets that you added to the pallet are added to the list shown in the Assets tab. The state, substate, location, stockroom, aisle, and space details of the assets are synced with the pallet.
      注:
      Only the substate of pre-allocated assets isn't synced with the pallet. For more information, see Create pre-allocated assets.
    6. Add consumable assets to the pallet.
      1. Select Add consumables.
      2. In the Add consumable to pallet dialog box, select the consumable from the list of available consumables or search for it.
      3. In the Quantity field, either accept the default field value of the maximum available quantity of the selected consumable or modify the value to the number of consumables you want to add.
      4. Select Add.
      The consumable asset that you added to the pallet is added to the list shown in the Assets tab.