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Updating the asset-level details of inventory-tracked items

How to update the asset-level details of inventory-tracked items manually in the Cloud UI

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Written by Ashok P

If you have enabled the Inventory Asset Management (IAM) mode on Cloud, you can add asset-level details, such as the serial number, to track specific assets allocated to projects and service calls.

One way to add the details is to enter them manually in the Cloud UI. This article explains how to do that. Another way to add the details is to upload a CSV file containing them.

Check out this article for more details.

To update the asset-level details:

1/ Go to "Inventory" in the left navigation menu.

2/ Select one or more items and click "Bulk update asset information" in the Actions menu located at the top of the items table.

You will see a page where you can add item details.

3/ You can add the following details on this page.

  • Asset ID: by default, the asset ID is the complete product name with special characters removed, followed by a hyphen (-), followed by the complete part number, and a 4-digit number starting at 0001 and incrementing as you check in more items of the same type. For example, Apple-APPLETV4KWIFI-MN873LLA-0001.

  • Serial number: Once you enter the serial number, you can press Enter on the keyboard to specify that the serial number is entered completely. The cursor will skip to the serial number for the next asset. You can also use the handheld scanner to quickly enter serial numbers in bulk.

  • Two unique MAC addresses and IP addresses, Firmware version, cost, and notes: You can add these if they are available and are needed.

When printing QR labels for assets, you can choose any of the following details to display on the label.

You can do the following on the page.

  • Filter the products by various criteria listed at the top of the page

  • Search for specific products by the data in any of the fields

If the items you have selected in step 2 include pool-tracked ones, you will see a banner at the top and the pool-tracked items you have selected. The details of these items cannot be updated because their inventory is being tracked in the Inventory Pools mode. You can click "Hide excluded products" to collapse them and see only asset-tracked items.

4/ When done with updating the details of asset-tracked items, click "Save."

You can also add asset-level details for products on the product-specific inventory page you see when you click a product, and on the asset-specific page you see when you click a specific asset on the product-specific inventory page.

Check out this article for more details.

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