Hardware Assets can be used to track Servers, Desktops, Laptops, Printers, Routers, Etc.
For every Hardware Asset item you can manage details which are specific to that Asset, such as Code and Serial Numbers, Warranty expiration date, Vendor and Manufacturer information, license keys and codes, and more.
Software Assets can be used to track Customer Software Assets such as: Windows® Server and Desktop Licenses, Anti-Virus software licenses and subscription information, Microsoft® Office® licenses, Accounting package licenses (i.e. QuickBooks), etc.
See the Asset details window below:
Asset Details Window
Following are the fields that are available for every Asset Fields:
Field |
Description |
Asset Name |
Every Asset is given its own name so you will be able to easily identify it when viewing the Assets list. For example, when you wish to link an Asset to a new Ticket, you can click the Asset selection list, and only Assets which are relevant to that customer will be displayed. Using the Asset Name you can easily find the Asset in the list. Note that you can have multiple Assets with the same name |
Asset Code |
The Asset code field is optional. If you choose to use it, it must have a unique identifier that is not used for any other Asset. For example, you may have several Assets with the same name (e.g. "HP Workstation Z50"), but each Asset should have its own unique identifier (e.g. "HP-Z50-001", "HP-Z50-002", etc.). Note that you can also use the Asset code for scanning-in barcodes (see Using Barcodes with Assets). |
Serial No. |
This field is located in the Asset's Details tab. Use this field to store serial numbers. You can also use the barcode scanner to scan a barcode number into the Serial Number fields (see Using Barcodes with Assets). |
Warranty / License expiration dates |
You can set the expiration dates for Warranties (for Hardware) or Licenses (for Software) in the "Wrnty./Lic. Exp." field and use it to track expiration dates. When the due date is reached, this date turns red to indicate that this Asset's warranty or license is overdue. You can also filter results by expiration date to see which Assets are about to expire so that you can notify users of warranties or licenses which should be renewed. You can read more about this in the Manage Warranty/License Expiration section. |
Purchase information |
For each Asset you can store purchase information, such as purchase date, delivery date, price, PO, and Invoice #. |
Purchased From Us |
You can also store whether the Asset was purchased from you using the Purchased From Us flag in the Details tab. Note that when converting a won Sales Opportunity into an Asset, this flag will be automatically be set to true. |
Vendor and Manufacturer information (tab) |
Use this section to store Vendor and Manufacturer information and terms, such as the vendor serial number, manufacturer serial number, vendor PO and Invoice #, vendor warranty expiration and more. |
License Keys and Codes (tab) |
Store licenses and keys in this section to easily access equipment. You can also store special notes and instructions, such as "Need to login as admin in order to modify..." |