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The Administrators can import a large number of Assets from a Microsoft Excel sheet template and activate or deactivate them. The Administrators can also move Assets in bulk using an excel upload and send or terminate the Assets for Reconciliation. The Assets are moved based on the parameters available in the uploaded excel, such as Asset ID, Asset Condition, Destination Location, Destination Store, and Floor. The Audit trail for From Store and To Store is updated accordingly.

To Activate/Deactivate or Update Assets in Bulk:

  1. Select Asset > User > Manage Asset > Import > Custom Action.
  2. On the CUSTOM ACTION page, under the GENERAL tab, select the required options and upload the template for bulk activation/ deactivation/movement or send/terminate the Assets for Reconciliation. For information about the fields under the GENERAL tab, see Field Description.
  3. Click SUBMIT. A table is displayed that lists the sheets of Asset Custom Action Template. Select the sheets to import the Assets.


    Figure: CUSTOM ACTION page: GENERAL tab

  4. Under the MAPPING tab, select the fields in Source and Destination sections. For information about the fields under the Mapping tab, see Field Description. Click NEXT.


    Figure: CUSTOM ACTION page: MAPPING tab

  5. A table listing all the mapped values is displayed under PREVIEW tab. For information about the fields under the PREVIEW tab, see Field Description.


    Figure: CUSTOM ACTION page: PREVIEW tab

  6. Click UPDATE ASSETS. The Assets are updated  for the selected location, and deactivated/reactivated/moved as per the Action Type that you selected under GENERAL tab.

Field Description

The following table describes the fields on the CUSTOM ACTION page:

Field

Description

GENERAL Tab

Tenant

Select the Tenant, for which, you want to activate or deactivate the Assets.

Asset Type

Select the Asset Type from the list.

Action Type

Select the action that you want to perform on the Assets. Following are the available options:

  • Asset Reconciliation: Select this option if you want to add the Assets for Reconciliation using an excel sheet.
  • Terminate Asset Reconciliation: Select this option to terminate the Reconciliation of Assets using an excel sheet.
    Note: The     Manager can only accept the termination of Asset Reconciliation, but the User can either accept or reject the terminated assets for Asset Reconciliation.
  • De-Activate Asset : Select this option if you want to deactivate Assets using an excel sheet.
  • Bulk Movement: Select this option if you want to move Asset from Store to Store/Floor to Floor or change the Asset Condition in bulk using an excel sheet. The  Asset conditions can be updated as Good, Faulty, and Scraped.
  • Re-Activate Asset: Select this option if you want to reactivate Asset(s) using an excel sheet.

Source

Click the Upload icon to upload the Asset Custom Action Template sheet. Click SUBMIT. A table is displayed that lists the sheets of uploaded template. Select the sheet to upload Assets.

MAPPING Tab

This tab displays the fields with its mapping result. Select the appropriate value in the Source and Destination sections. You can do mapping as follows:

FieldSource Destination
Unique Field NameAsset ID, Actions, Remarks, or Terminate For UserAsset ID, Asset Code, or Serial Number
Terminate For UserAsset ID, Actions, Remarks, or Terminate For UserEmployee ID, NT UID, or E-mail ID


PREVIEW Tab

Displays all the mapped Assets. The fields displayed on this table depends on the fields mapped under the MAPPING tab. If you do not want to perform an action on a specific Asset, select the related check box in the Discard column.

ACTIONS

This section explains all the icons displayed on the ACTIONS panel of the CUSTOM ACTION page.

DOWNLOAD TEMPLATE

Click DOWNLOAD TEMPLATE to download the Asset Custom Action Template.

UPDATE ASSETS

Click UPDATE ASSETS to upload the Assets to the selected location.




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