Creating Your First Accessories

What are Accessories? Accessories in AssetIT are items that you can track in bulk and do not require unique tracking with a serial number. For example, if you have multiple keyboards, mice, or any other accessory that needs to be monitored alongside primary assets, this feature allows you to do so efficiently. While each of accessory can be assigned to a user, it can also be linked to an asset, making it easier to maintain a comprehensive overview of all related items.

Navigating the Accessories Page

On the sidebar, click on the “Accessories”.

Accessories.jpg
  • (1) Bulk Action: The Bulk Action button is a handy tool when you need to manage multiple accessories simultaneously, such as deleting or updating several items at once.

  • (2) Filter and Search Functions: Use these tools to refine your view by searching for specific accessories, applying filters, or customizing your view by hiding or showing columns.

  • (3) List Overview: The main area displays a list of all accessories currently in the system, giving you a quick overview and easy access to manage these items.

Start adding accessories to populate the Accessories list.

Adding Accessories:

There are 02 ways to create new accessories: bulk import and manual set up.

On the top right of the Accessories page, click on the image-20240908-175633.png and you will be navigated to the "Create Accessory" screen. This screen allows you to input detailed information about each accessory.

  1. Fill in the Required Information:

    • Accessory Name: Enter a descriptive name for the accessory (e.g., "Wireless Keyboard").

    • Category: Select the category that best fits the accessory type (e.g., "Peripheral," "Office Supplies"). Use the image-20240924-070454.png button to add a new category if needed.

    • Quantity: Enter the total quantity of this accessory available for tracking.

  2. Additional Fields (Optional):

    • Manufacturer, Supplier, Department, Location, Inventory: Use these fields to add further details about the accessory, such as the manufacturer or supplier, or to specify which department or location the accessory is associated with.

    • Min Quantity: Set a minimum quantity level to trigger alerts when the stock is low, ensuring you can reorder before running out.

    • Notes: Add any additional information that may be useful.

Create New Accessory.jpg
  1. On the top right of the Accessories page, click on to initiate the process.

  2. You will see a table that instructs you to use the sample CSV file for data preparation.

  1. Once you finish preparing your data, import it into the app. You will then be taken to the Data Preview stage.

  2. In the Data Preview stage, the app will highlight any fields with errors, allowing you to make adjustments directly.

    1. To modify data information, click on the Edit button.

    2. To automatically generate missing data for Department, Inventory, Category, Location, Supplier, Manufacturer, and Status Label, click on the “Generate Data” button.

You can also download the most recently modified data into a CSV file for further customization by clicking the image-20240909-103429.png button at the bottom of the list.

  1. Click on Submit to finish importing your accessories.

  2. You should now see a list of your accessories on the Accessories page.


Need help? Submit your concerns at our Support Desk. Our support team will be in touch right away!

 

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