Asset Inventory

What is Asset Inventory?

The SummitAI Asset Management solution helps you to set up a clutter-free Inventory for managing IT and Non-IT Assets. The SummitAI Asset Inventory comprises four Asset Types, such as Fixed Assets, Consumable, Accessories, and Software (see: Asset Types). These Assets are aligned to Locations, under which Stores and Floors are configured. This helps in tracking the Assets across multiple Locations. You can select a particular Asset Type on the ASSET INVENTORY page and perform various actions on these Assets.

Asset Locations

Asset Location is a placeholder that can be used to create hierarchical Locations list. You can create Regions at the root node followed by Countries > States > Cities > Campuses in a hierarchical way.

Stores

Store is a place where newly procured or deallocated Assets are stocked. Every campus needs to have at least one Asset Store.  When Assets are imported, aligning them to a Store is mandatory. The In-Store Assets are available for allocation.

Floors

Floor is a place where end users work or where the Assets are put to use. Every campus can have multiple Floors configured based on the Floor plan. Associating an Asset to a Floor is mandatory during the Asset Allocation process.

To set up Asset Inventory:

1. Appropriate locations, Stores, and Floors should be created. For more information on how to create Locations, Stores, and Floors, see Configuring Location, Store, and Floor.
2. Asset Categories for each Asset Type should be created. For more information on creating Asset Categories, see Configuring Asset Category Using Form Builder.
3. Set up Key Field Mappings (see: Configuring Key Field Mapping).
4. Add Assets. Assets can be added in the following ways:
   1. Manually: Adding Assets from the ASSET INVENTORY page (see: Adding Fixed Assets, Adding Consumable Assets, Adding Accessories, and Adding Software Assets).
   2. Asset Discovery: Assets can be scanned using IP-based host discovery from a SummitAI Proxy and data can be imported into the SummitAI system (see: Viewing New Discovery).
   3. Importing Assets: Importing Asserts from a Microsoft Excel sheet (see: Importing Assets).
   4. SCCM / Lansweeper Sync: Assets can be imported through third party procurement, ERP, SCCM, and LANSweeper applications (see: Asset Integration).
   5. Exporting from SummitAI E-procurement module (see: SummitAI Procurement Help)
5. Configure Asset Masters
   • Configure Action Attribute
   • Configure Allocation Form Template
   • Configure Asset Purpose
   • Configure Fault Type
   • Configure Solution Type
   • Configure Data Templates
   • Configure Field Display Order on Fixed Asset List page
6. Other Configurations
   • Configure Product Price
   • Configure Asset Application Settings
   • Configure Additional Discovery

To select an Asset Type from Asset Inventory:

1. Select Asset > User > Manage Assets > Asset Inventory.
2. On the ASSET INVENTORY page, under the SELECT THE ASSET TYPE section, click the appropriate Asset type (see: Asset Types) on which you want to perform an action.
   
   
   Figure: ASSET INVENTORY page