Configure assets

  • Release version: Australia
  • Updated July 1, 2026
  • 1 minute to read

    • An asset is a specific product or instance that is supported for a customer.

    About this task

    Assets in Manufacturing Commercial Operations represent equipment, software, facilities, and consumables deployed across dealer. Configuring individual assets allows you to maintain detailed records of ownership, location, maintenance history, and deployment status. This is foundational for warranty claims processing, recall management, and dealer operations.

    Before you begin

    Role required: admin

    Procedure

    1. Navigate to All > Customer Service > Products > Assets.
    2. Select New.
    3. Select the type of asset to create:
      • Hardware
      • Software License
      • Consumable
      • License
      • Facility
    4. Complete the asset form with the following information:
      Table 1. Asset form
      Field Description
      Name A descriptive name for the asset (for example, "Dell Laptop Model 5490" or "Windows 11 Enterprise License").
      Asset Tag A unique identifier assigned by your organization for tracking and inventory purposes.
      Serial Number The manufacturer's serial number for the asset.
      Location The physical location or dealer facility where the asset is deployed.
      Model The product model or version.
      Warranty Start The date warranty coverage begins.
      Warranty End The date warranty coverage expires.
      Cost The acquisition or replacement cost of the asset.
    5. Select Submit.
      For more information on importing assets, see Import assets with guided setup.

    Result

    The new asset is created and is set to be available in the Manufacturing Commercial Operations system. The asset can now be linked to install base items, associated with dealer, tracked through repair claims, and included in recall campaigns. You can view asset details, update maintenance records, and monitor deployment status from the assets list.

    What to do next

    Consider these next steps:

    • Link the asset to an install base item to associate it with a customer or dealer.
    • For bulk asset creation, use the asset import feature instead of creating assets individually.