Create an asset

  • 릴리스 버전: Australia
  • 업데이트 날짜 2026년 03월 12일
  • 소요 시간: 1분

    • Create a record for a specific instance of a product.

    시작하기 전에

    Role required: sn_customerservice_manager or admin

    Customer Service Management leverages the Asset Management application to create and maintain assets. Ensure that the Asset Management plugin (com.snc.asset_management) is activated.

    프로시저

    1. Navigate to All > Customer Service > Products > Assets.
    2. Click New.
    3. Select the type of asset to create:
      • Hardware
      • Software License
      • Consumable
      • License
      • Facility
    4. Fill in the fields for the selected asset type on the Asset form, as appropriate.
    5. Click Submit.