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The Administrator can import a large number of Assets from a Microsoft Excel sheet template, and activate or deactivate them. The Administrator can also do the asset movement in bulk using excel upload. The assets are moved based on the parameters available in the uploaded excel such as AssetID, 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. 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. The available options are:

  • Asset Reconciliation: Select this option if you want to add the assets for reconciliation using excel sheet.
  • De-Activate Asset : Select this option if you want to deactivate the asset(s) using excel sheet.
  • Bulk Movement: Select this option if you want to move the asset from store to store/Floor to Floor or Change the Asset Condition in bulk using excel sheet. The  asset conditions can be updated as Good, Faulty and Scraped.
  • Re-Activate Asset: Select this option if you want to reactivate the asset(s) using 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.

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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