Importing and Allocating Assets in Bulk

Owned by sivani.sahu (Unlicensed)
Last updated: Apr 23, 2024 by Mayuresh Balaji Kamble (Unlicensed)Version comment

You can import the Assets from excel sheet and allocate them to the users in bulk.

To import and allocate Assets in bulk:

  1. Select Asset > User > Manage Asset > Import > Bulk Asset Allocation.

  2. On the BULK ASSET ALLOCATION page, under the General tab, select the required options and upload the template for bulk upload and allocation.

    Note

    Analysts should add Request ID with a prefix (SR/IM/WO) in the excel sheet for the Bulk Allocation of Fixed and Non- Fixed Assets.


  3. Click SUBMIT. A table listing uploaded Asset Bulk Allocation Template sheet is displayed. Select the sheet to import the Assets. For information about the fields under the General tab, see Field Description.


    Figure:  BULK ASSET ALLOCATION page: General tab (Fixed Assets)


    Figure:  BULK ASSET ALLOCATION page: General tab (Non-Fixed Assets)

  4. Under the Mapping tab, the details from the bulk allocation template are displayed. A table listing mapped data from the template in the Source field and the attributes in the Destination field is displayed. Select the required options if not already selected. For information about the fields under the Mapping tab, see Field Description. Click NEXT.


    Figure:  BULK ASSET ALLOCATION page: Mapping tab (Fixed Assets)


    Figure:  BULK ASSET ALLOCATION page: Mapping tab (Non-Fixed Assets)

    Note

    If the Request Type is configured on the ASSET APPLICATION SETTINGS page, the Analyst must select a valid value in the Source field for the Request ID attribute under the 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:  BULK ASSET ALLOCATION page: Preview tab

  6. Click UPLOAD ASSETS. The Assets are uploaded to the selected location and allocated to the respective users.

Field Description

The following table describes the fields on the BULK ASSET ALLOCATION page:

Field

Description

General Tab

Tenant

Select the Tenant to which you want to add the Assets.

Category

Select the Asset Category from the list.

Type

Select the Type of Asset from the list. Fixed Asset or Non Fixed Asset.

Source

Click the Upload icon to upload the Asset Bulk Allocation Template sheet. Click SUBMIT. A table listing uploaded sheet is displayed. Select the sheet to upload Assets.

Allocation Type

Select the Assets to allocate from the list.

Fixed Assets

  • Only Store Assets: Select this option to allocate the Fixed Assets in store.
  • All Assets: Select this option to allocate all Fixed Assets.

Non-Fixed Assets

  • Accessories

    • Allocate To Asset: Select this option to allocate the Accessories to Fixed Assets.
    • Allocate To User: Select this option to allocate the Accessories to the users.

  • Consumable

    • By default, the Allocation Type for this category is Allocate To User, which allocates the Assets to the users.
Notify Users

If selected, the users specified in the import excel sheet are notified upon the allocation of Assets.

Mapping Tab

This tab displays the list of fields with its mapping result. If the Destination and Source are same, it indicates that the field is mapped. If the field is not mapped correctly, you will see <ignore> value in the Source field. Select the appropriate value in the Source field.

Preview Tab

Displays all the mapped values. The fields which are mandatory and need data are highlighted in yellow color. The mismatch data type is displayed in pink color. The fields displayed on this table depends on the fields mapped under the Mapping tab. 

ACTIONS

This section explains all the icons displayed on the ACTIONS panel of the BULK ASSET ALLOCATION page.

DOWNLOAD TEMPLATE

Click DOWNLOAD TEMPLATE to download the Asset Bulk Allocation Template.

PREVIOUS ALLOCATION DETAILS

Click PREVIOUS ALLOCATION DETAILS to view the previous Asset allocation details.

UPLOAD ASSETS

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