---
sourceDocument: Xanadu IT Asset Management
sourceDocumentLink: https://www.servicenow.com/docs/r/xanadu/it-asset-management

 Release :

    - xanadu

ft:locale :

    - en-US

ft:publication_title :

    - Xanadu IT Asset Management

ft:clusterId :

    - itam

bundleId :

    - itam

workflow :

    - Technology


---

# Manage asset bundles from your inventory

# Manage asset bundles from your inventory {#ariaid-title1}

* Release version: Xanadu
* 
* Updated August 1, 2024
* 
* ![](https://www.servicenow.com/docs/portal-asset/ico-clock) 2 minutes to read

Create asset bundles from existing assets in your inventory to track, reserve, or
deploy a group of assets as a single entity.

## Before you begin

An asset bundle is a grouping of assets and comprises of consumable and hardware assets. Only assets that are in the In stock status and available substatus are added to an asset bundle. Assets that are part of an asset bundle aren't available as individual assets.  
Note:  
For information on asset bundles, see [Asset bundles](https://www.servicenow.com/docs/8h5vjG~JtNN~yFCq2Xz40g "Asset bundles help you bundle a group of assets, already in your inventory, as a single entity.").Role required: asset

## Procedure

1. Navigate to AllAssetBundled Assets.
2. Select New.  
   The model category defaults to Bundle and the state defaults to Build. The build state is associated to only the Bundle model category. The build state is not valid for assets.
3. In the Bundle form layout, select a product model from the Model list.
4. In the Stockroom field, select a stockroom from where the assets are sourced for the bundle.
5. Automatically add assets to your bundle by selecting Auto-allocate assets or add specific assets by selecting Select assets:
   * Auto-select assets: Automatically adds assets to the asset bundle. The assets are added from the stockroom specified in the asset bundle.  
     Note:  
     Assets are allocated only when all the assets that are part of the bundle are available. Excluded assets aren't considered for auto-selection. For more information about asset exclusion, see [Hardware Asset Management license exclusion](https://www.servicenow.com/docs/tVr3rrIJbc0fh7VXm6oF0g "Pay only for the assets using licensed Hardware Asset Management features and exclude an asset for which you don't want to use the licensed features.").
   * Select assets: Select the assets that you want in your asset bundle and select Add Assets.  
     Note:  
     You can't select an excluded asset. For more information about asset exclusion, see [Hardware Asset Management license exclusion](https://www.servicenow.com/docs/tVr3rrIJbc0fh7VXm6oF0g "Pay only for the assets using licensed Hardware Asset Management features and exclude an asset for which you don't want to use the licensed features."). Assets displayed are confined to the stockroom specified in the asset bundle.

   {#create-bundled-assets__choices_n3z_kl4_vmb}  
   Once the assets are allocated to the bundle, the assets appear in the Assets related list and Auto-allocate assets and Select assets no longer appear in the Bundle form layout.  
   Note:  
   You must include all the assets to the asset bundle that are associated with the bundled model as a model component. If any asset isn't included, the bundle asset is considered incomplete, and the State field value of the bundle asset can't be changed.
6. Select Save.  
   The asset bundle is created. The cost of the bundled model is stamped on the asset bundle and on the expense line of the asset bundle. The cost isn't the cumulative cost of all the model components of the bundled model.
7. You can swap assets from an asset bundle by selecting Replace assets.  
   Assets belonging to an asset bundle can be swapped when the state of the bundle is In maintenance or In stock (substate Pending repair).
   1. In the Replace assets dialog box, select the assets you want to swap.
   2. Select the asset that you want to swap the current asset with.
   3. Select Replace.  
      The asset that was swapped is returned to the stockroom.
   {#create-bundled-assets__substeps_uh1_1x5_ymb}
8. You can delete an asset bundle by selecting Delete.  
   You must disassociate assets from an asset bundle to delete the bundle. Once all the assets are released from the bundle, you can delete the bundle.
   1. In the State field, select Retired.
   2. Select Save.
   3. Select the Release Assets related link
   4. In the confirmation dialog box, select Release assets.  
      All the assets are disassociated from the asset bundle and are moved to a stockroom.
   5. Select Delete.  
      The asset bundle is deleted.
   {#create-bundled-assets__substeps_yqk_5wy_zmb}
**Related concepts**   

* [Work with hardware normalization](https://www.servicenow.com/docs/~3kGjmM_FKkeORWDx5LLQg "Asset Management Hardware Model Normalization enables users to normalize the details, such as manufacturer, product, model, and device type, of your hardware and consumable models. Data from the models is compared against the data in the Hardware Model Normalization Content Service.")
* [Work with Asset and CI](https://www.servicenow.com/docs/GGY95tEw_9xXKISQdIwsAw "Asset and configuration item (CI) management refers to creating assets, setting appropriate states and substates, synchronizing assets and CIs, managing consumables, and retiring assets.")
* [Consumables life cycle](https://www.servicenow.com/docs/EnChKHay5XD_ETwGjP2jrg "Consumables are assets that are not tracked individually, but as a group of the same model.")
* [Manage various assets through asset classes](https://www.servicenow.com/docs/1ddMuaMQKV28NnUjna3QAQ "The default asset classes are Hardware, Software License, Consumable, Bundle, Software Entitlement, and Facility. These general classes can be used to manage various assets.")
* [Manage your inventory through pallet assets](https://www.servicenow.com/docs/0sYuvhS~MjvRCAjxl6SJYQ "Manage your inventory effectively using pallet assets.")
* [Create fixed assets](https://www.servicenow.com/docs/7CwTBX3kxh7gWNYqpRwCDw#c_CreatingFixedAssets "Fixed assets are containers that can hold multiple assets. Fixed assets are commonly tracked at the corporate level by a finance or accounting department, but may contain IT assets such as hardware and software.")
* [Manage pre-allocated assets](https://www.servicenow.com/docs/poHxcTL17gCswUq0aXRzhQ "Manage pre-allocated assets, which are the assets that the vendor still owns, but has agreed to store in a customer stockroom for just-in-time procurement.")
* [Manage loaner assets](https://www.servicenow.com/docs/iRX0uxXtxqgGtvZ6HMrgig "Request a loaner asset or consumable for a short period. You can also prepare the loaner asset or consumable for deployment and reclamation by using loaner asset tasks. Deploy the loaner asset or consumable for a specific period, and reclaim it on the return date.")
* [Donate assets to charity organizations](https://www.servicenow.com/docs/KeaWVHPmZoxcxMwJeCY7fQ "Use the Asset Donation flow to donate hardware and consumable assets of your organization to charity organizations.")
* [Manage RMA requests](https://www.servicenow.com/docs/IeAnzeX4DLMxhUqHn~QOmQ "Initiate a Return Merchandise Authorization (RMA) process by submitting an RMA request to initiate an RMA process with your vendor. You can repair or replace a faulty asset.")
* [Transfer orders for Asset Management](https://www.servicenow.com/docs/8pK5z_MpJSoGrTRFSmwihw#transfer-orders-for-am "Transfer orders move assets between company stockrooms.")
* [Reclaim hardware assets](https://www.servicenow.com/docs/fVB3Lm2f3drQGcNiP1189Q "Reclaim hardware assets efficiently and store them in the inventory, reassign, send it for repair, or dispose of as required.")
* [Manage the lifecycle of hardware models with calculated lifecycle templates](https://www.servicenow.com/docs/GgTQALpmr4tDBOr99miLmQ "Manage the complete lifecycle of hardware models by creating calculated lifecycle templates and associating these templates with the models.")
* [Receive asset warranty details from Lenovo](https://www.servicenow.com/docs/GF8AlhhdVxhbKmVVe4kT7Q "Connect to the Lenovo Warranty API and get the warranty details of your hardware assets.")
* [Manage stockrooms](https://www.servicenow.com/docs/wIATF9IlSOA0BlJ~paCgkg "Manage the assets in the stockroom by using appropriate stock rules, service locations, and distribution channels.")
* [Track shipments using the integration framework](https://www.servicenow.com/docs/iPopTNCQ~O6sarobySAtHQ "Track your shipments in real time by integrating your ServiceNow instance with your third-party carrier's application through the integration framework provided by the IT Asset Management application.")
* [Assess performance of Hardware Asset Management](https://www.servicenow.com/docs/vsS3e9CXrxxRcoYzTw6q3Q "Track the success of the Hardware Asset Management application in your instance by creating success goals. You can also create a success goal category for a success goal and track the success of your goals by creating success activities.")
* [Manage refresh of assets using Zero Touch Refresh](https://www.servicenow.com/docs/nPrAK5G78kCih0Urc8b6PQ "Enable your employees to request hardware refreshes through an external vendor by using the Zero Touch Refresh flow on your ServiceNow instance. This process enables you to eliminate having to maintain a local inventory of new assets.")
* [Configure the Total Cost of Ownership of assets](https://www.servicenow.com/docs/bgpBEan6~76pA3zWzCa~TQ "Configure the Total Cost of Ownership (TCO) of assets by creating rate cards for each task in a Hardware Asset Management workflow.")
* [Manage and monitor hardware asset performance](https://www.servicenow.com/docs/4qzUHLIdXEjKWJTPbpevfw "Configure settings for asset KPI tracking and monitor asset KPIs using performance reports in the Hardware Asset Workspace.")
* [Manage Hardware Asset Management subscriptions](https://www.servicenow.com/docs/gPGNyqePUKwicBzZSYPpTw "Save on Hardware Asset Management licensing cost by choosing only the Hardware Asset Management Resource Categories that you use.")
* [Manage repair of defective assets in your stockroom in the Hardware Asset Workspace](https://www.servicenow.com/docs/_RBCqPAIyPU2rRmYgp4jXg "Optimize your inventory by getting the defective hardware assets in your stockroom repaired using the Repair flow.")
* [Manage picking hardware assets within your stockroom for Hardware Asset Management workflows](https://www.servicenow.com/docs/M5NRl1pAuxjicKGh0Y763Q "Enable the Asset pick task explicitly for your stockroom and provide granular location details of the asset to facilitate asset picking within your stockroom.")
* [Manage asset put away using the Hardware Asset Workspace](https://www.servicenow.com/docs/QFzOER_iGKMs~klNEc33og "Enable the Asset put away task explicitly for your stockroom to put away the assets from the receiving bay in the designated aisle-space. View the open Asset put away task and close it after specifying the aisle-space value to move the asset in the stockroom.")
* [Manage hardware asset tasks using the Mobile Agent application](https://www.servicenow.com/docs/ao4QXbooFFRT5N8XGggIWA "Manage hardware asset tasks such as repair tasks and asset pick tasks using the intuitive Mobile Agent application.")  
**Related tasks**   

* [Exclude assets](https://www.servicenow.com/docs/VbEnEOgSgnNacwhakMRdhg "Exclude an asset for which you don't want to use Hardware Asset Management licensed features.")
* [Use Advanced Shipment Notification](https://www.servicenow.com/docs/jTvrHU7SOIdeD7gAdIpI2A "Use Advanced Shipment Notification (ASN) to automate and create asset records when your assets are in transit.")
* [Create an inventory stock order request](https://www.servicenow.com/docs/ozfm5JCrh7IcjDc6m1rF6Q "Create an inventory stock order request so that you can order new hardware in bulk for your stockrooms. After your request is approved, the Hardware Stock Order flow takes you through the process of requesting, sourcing, and receiving your order.")
* [Create a transfer order for Asset Management](https://www.servicenow.com/docs/GUSwBDpf3Juz2cV65xaQ9Q#t_CreateATransferOrder "Create a transfer order in order to transfer assets from one location to the other.")
* [Create a disposal order](https://www.servicenow.com/docs/i12sX~GR7ESkxj~1y1jpvg "Create a disposal order for hardware or consumable assets. You can create a disposal order for an asset reaching its end of life cycle or an asset that is no longer functional.")
* [Use a hardware asset request flow](https://www.servicenow.com/docs/NezwnLgbq_U1iGOneYs~7g "Use a hardware asset request flow for requesting, sourcing, and deploying hardware catalog items from the Service Catalog application.")
* [Audit your inventory](https://www.servicenow.com/docs/t2W5Bqz4OBFykeW8ZSk~UA "Perform scheduled or blind audits of asset stockrooms and other locations such as offices or datacenters.")
* [Request a Hardware Asset Refresh](https://www.servicenow.com/docs/QsZjtsKVzCiv48CQrddiXQ#hardware-asset-refresh "Use the Hardware Refresh request flow to track the aged hardware assets that are nearing the end of their life cycle. Replace them with new hardware assets.")
* [Manage your expiring contracts for leased hardware assets](https://www.servicenow.com/docs/JxUP3L6F83Zqr5hyjC3leg "Use the lease contract expiration flow and decide on what to do before your leased hardware asset contract expires. Get notifications about the lease contracts that are nearing their expiration dates.")
* [View RFID information of assets](https://www.servicenow.com/docs/fF0Rg~4OKonL6YXkxhXiuQ "View the Radio Frequency Identification (RFID) information of assets to manage and locate important assets easily.")
* [Track asset location using indoor maps](https://www.servicenow.com/docs/_ibuyDNCejt4cwQ9R9Yc6A "Locate and track the consumables and hardware, bundle, and pallet assets in your organization by using indoor maps. Indoor maps provide an interactive interface that enables you to visualize the location of your assets within your campuses, buildings, floors, and places.")
* [Acknowledge receipt of assets on the Employee Center portal](https://www.servicenow.com/docs/0lW6Il9TsE7tTijCI0Igpw "After receiving hardware or consumable assets that were in transit and reserved for you, confirm their receipt on the Employee Center portal.")
* [Update associated Decision tables for HAM flows](https://www.servicenow.com/docs/wSO8cY2uHbNWsHt~EqwZ_w "Update associated Decision tables for Hardware Asset Management (HAM) flows to trigger a new or customized HAM flow.")  
**Related reference**   

* [Use Organization Management](https://www.servicenow.com/docs/EeLY1fu6BtyhJUuV6U54vg#org-mgmt "The Organization Management application provides an easy way to perform such asset management tasks as updating users and adding vendors.")
* [Transfer order line asset tracking](https://www.servicenow.com/docs/DPi1sL_3vjx~qpZeTy0bqQ#r_TransferOrderLineAssetTracking "As transfer order line actions are triggered, the stock information and states of any affected assets are updated. Consumables and non-consumables are tracked differently.")

*[\>]: and then