An asset is any item the organization owns. The items can be in various status at any given time.
Add an Asset
There are multiple ways to add an asset into Checkout. These include:
Receiving procured items from vendors.
When the order has been submitted, the status of the order will change to Ordered. This will keep the user informed of the status of their request.
As Items from the Order are received, return to the appropriate Checkout Ticket and click on Mark As Received to receive the Items into Checkouts' built in asset inventory system.
Complete the New Unit Details Form for each item received. The Asset attributes may be different depending on the Asset Type they item is received into.
After marking as received, the fulfillment process is complete!
Add an Asset Manually
Assets can be added manually, without receiving them through the fulfillment process. To add a new asset, navigate to Checkout > Assets. Select an asset type that you want to add the asset to. Click on the “Add Asset” button on the top right of the screen. A dialog with fields for the Asset Type will appear. All fields including custom fields created will be available to add values.
Alternatively, an agent can add an Asset manually from the Asset itself.
Import Assets in Bulk
You can import assets in bulk via CSV, see the related instructions here.
Asset Actions
There are many different actions that agents can take concerning assets.
Add New Assignment
In the Assets page in the Checkout hub, when an Asset Type is selected, the agent can
select the “…” button on an Asset that has no assignment and click “Add New Assignment,” or
click on the Asset itself, and then click the “…” button to the right of the “Manage Assignments” button and
click “Add New Assignment.”
A dialog will appear, enabling the agent to select one or more particular Asset units and select a user to assign them to.
Add New Unit
In the Assets page in the Checkout hub, when an Asset Type is selected, the agent can
select the “…” button on an Asset that has no assignment and click “Add New Unit,” or
click on the Asset itself, and then click the “…” button to the right of the “Manage Assignments” button and
click “Add New Unit.”
A dialog will appear, enabling the agent to enter the details of the new unit.
Order Unit for Backfill
If an agent has just fulfilled an order with an asset in inventory, the agent may wish to order another unit to replace it in inventory. The agent can do this by ordering another unit for backfill.
In the Assets page in the Checkout hub, when an Asset Type is selected, the agent can
select the “…” button on an Asset that has no assignment and click “Order Unit for Backfill,” or
click on the Asset itself, and then click the “…” button to the right of the “Manage Assignments” button and
click “Order Unit for Backfill”
A dialog will appear, enabling the agent to fill out the information of the new order. This will create a new Order ticket that will need to be Submitted and processed as any other Order in the Fulfillment process.
Manage Assignments
In the Assets page in the Checkout hub, when an Asset Type is selected, and an Asset within that Asset Type is selected, the agent can click the “Manage Assignments” button.
A dialog will appear, enabling the agent to assign or un-assign a user to each of the units. To un-assign, click the trash icon to the right of the assigned unit, and click “Save.”
View User Assignments
In the Assets page in the Checkout hub, when an Asset Type is selected, and an Asset within that Asset Type is selected, the agent can click the “…” button to the right of a Unit and, if it is assigned to a user, view the assignments that user has.
View Unit Details
In the Assets page in the Checkout hub, when an Asset Type is selected, and an Asset within that Asset Type is selected, the agent can click the “…” button to the right of a Unit and view the details of this unit.
There are options to
Print the Bar Code of the Unit ID
Switch to QR Code of the Unit ID (and Print)
Switch to QR Code with link to the Unit in Jira (and Print)
Edit Unit Details
In the Assets page in the Checkout hub, when an Asset Type is selected, and an Asset within that Asset Type is selected, the agent can click the “…” button to the right of a Unit and edit the details of this unit.
Delete Unit
In the Assets page in the Checkout hub, when an Asset Type is selected, and an Asset within that Asset Type is selected, the agent can click the “…” button to the right of a Unit and delete this unit. A dialog will pop up to confirm the deletion.