Editing asset pools and assets from the asset builder

Editing asset pools and assets in the Asset Builder keeps your resource inventory up to date, ensuring your offerings are accurate and your booking operations run smoothly.

Learn how to edit your asset pools from the Edit Asset modal of the Asset Builder, including renaming, changing the category, adding a new category, adjusting the quantity and capacity, and archiving the asset pool.

New to the Asset Builder? Read the first article in this series for an introduction to the product feature.

Learn more about editing assets from the product builder You can also edit assets from the Product Builder. Learn more with the following article. Editing assets for your products from the Product Builder

Accessing the features mentioned in this article

Where can I find this feature using the top menu?

• Inventory > Assets > Assets tab > Actions > Edit > Edit Asset Pool
   

What more do I need to use this feature?

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

You can edit an asset pool by clicking Edit under the Actions column. 

Clicking on the edit option opens the Edit Asset Pool modal, from which you can rename the asset pool, change the category, add a new asset category, increase the quantity of assets, view your asset pool total, enable maintenance time, and archive the asset pool.

To edit the name of your asset pool, replace the existing name with a new one, for example, Mountain Bike or Single Kayaks. 

Change the asset category associated with the asset pool by selecting a new one from the list.

Asset categories (e.g., Bikes, Kayaks, or Yoga Equipment) allow you to generally classify your asset pools (e.g., Mountain Bikes, Shuttle Buses, Single Kayaks, Kayak Paddles - 200cm, or Life Jackets - Small), which helps to organize your assets and minimize the complexity of applying assets to products.

When editing an asset pool, open the Asset Category drop-down menu. Type directly in the drop-down menu field. The system then presents you with the new option to Click Here or press Enter to Create {your asset category}.

Edit the number of assets included in this asset pool by toggling up (+) the Quantity.

Because the system directly links the quantity to the assets listed in your Asset lists, you cannot decrease the quantity of assets here. Please go to the Assets list for this asset pool and archive the applicable asset(s).

Asset pool maximum quantity The maximum quantity for an asset pool is 10,000.

The option to change an asset's capacity reflects its capacity in the asset pool, indicating the total capacity of the assets, based on the number of seats or spaces the asset can support.

Changing capacity warning You cannot change the capacity of an existing asset pool.

This value is the total asset availability, calculated by multiplying each asset's capacity within the asset pool by its quantity.

This number is calculated based on Quantity and Capacity fields, so the Total is read-only.

To allow time at the beginning and end of each booking for asset maintenance, such as inflating bike tires, rinsing out kayaks, servicing buses, or sanitizing life jackets.

1. Select the setting Enable Maintenance Time. This setting enables time controls.
2. Specify the number of Hours and/or Minutes that you need.
3. Click Save to apply your changes.

You can archive your asset if you created it in error or if it is no longer needed. Click the Archive option in the modal footer.

Upcoming bookings removed for archived asset pools If you archive an asset pool, the system removes any related assignments from upcoming bookings.

How do I archive asset pools and assets? Find an overview of all your archiving options here: How do I archive asset pools and assets?

< Managing your asset pools and assets |