If you have currently enabled Basic Inventory and want to upgrade to Advanced Inventory, here are some things you need to know.
During the upgrade
During the upgrade to Advanced Inventory, Cloud sets the reserved value to 0 for inventory-tracked items in projects that have not been checked out. This is necessary to allow you to reserve specific assets for projects after Advanced Inventory is enabled. But the reservations data in projects is auto-exported, as described later in this article.
When upgrading to Advanced Inventory:
Cloud will review the projects and compile a list of all inventory-tracked items in them that have not been checked out from inventory.
Cloud will also automatically download the list of unreserved items to your computer in a CSV file.
You can re-reserve the items once Advanced Inventory is enabled.
If there are no reservations of inventory-tracked items in projects, Cloud will show that there are no reservations to back up.
After the upgrade
After you upgrade to Advanced Inventory, the following happens:
All individual assets within inventory-tracked items will be assigned unique asset IDs and tracking IDs instantly.
The inventory-tracked items allocated in projects and service calls will be deallocated. We know this isn't ideal, but the deallocation lets you allocate specific products to projects and service calls now.
You can now assign serial numbers, IP addresses, MAC addresses, notes, and more to individual assets.
You will have access to creating and printing QR labels.
The workflows for allocating products to projects and replacement products in service calls will allow you to select specific assets.