If you have enabled the Inventory Pools mode and want to switch to the Inventory Asset Management (IAM) mode, here are a few things to keep in mind.
During the switch to IAM mode
During the switch to IAM, 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 IAM is enabled. But reservation data for projects is auto-exported, as described later in this article.
When switching to IAM:
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 a CSV file of unreserved items to your computer.
You can re-reserve the items once the IAM mode 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 switch to IAM mode
After you switch to IAM, 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.
To switch to the IAM mode:
1/ Go to "Settings > Inventory > Inventory Settings" in the left navigation menu.
2/ Click "Enable Inventory Asset Management."
3/ Read the text in the Upgrade to Inventory Asset Management modal and click "Next."
4/ Click "Upgrade Now" in the Confirm Upgrade modal.
