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Adding new asset categories

Start organizing your assets more effectively by creating new asset categories to group related assets and keep your inventory structured in a way that makes sense for your business.

Learn how to add a new asset category, including specifying its name and description.

 

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New to asset categories? 

Read the first article in this series for an introduction to Asset Categories.

 

Accessing the features mentioned in this article


Where can I find this feature using the top menu?

  • Inventory > Categories > Assets tab > + New Category
     

What more do I need to use this feature?

  • Admin permissions to manage inventory or restricted permissions to View items, products, and assets, and Manage items, products, and assets.
     

Which Checkfront version supports this feature - classic items, classic products, or both?

  • Your account must have access to classic products (Inventory > Products), a key feature of our classic products version of Checkfront. This feature is not available for use with classic items (Inventory > Items) in our classic items version. → Learn more about products. 

 

Creating your asset category

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Asset categories list showing Boards, Canoes, Picnic Baskets, Life Jackets, Kayak Paddles, Buses, Kayak Equipment, Bikes, Rooms, and Kayaks with counts of pools and assets, and a highlighted Add New Asset Category button.

  1. Click on the + New Asset Category button from the Asset Categories page.
  2. Enter a unique name for your asset category.
  3. Enter a Description for the asset category.
  4. Click the Save button to complete the process.

 

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Category ID

  • The ID for the new asset category is system-generated and not one of the user-configurable fields.
  • The ID of your first category will be 1. Your second will be 2, and so on. 

 

Next steps

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In the following article, we look at editing asset categories.

 

< Working with your asset category list     |    Editing an asset category >