How to Create Assets from Items


When you have a job that involves installing a new asset that you are maintaining in the future, you can create the asset as a catalogue item. When this catalogue item is allocated to a job, you receive an alert to create a new asset in the associated site. To do this, you need the appropriate settings enabled.

Alternatively, you can create assets in the system when you order the associated catalogue items, keeping them in a default site until they are installed.