Adding new asset categories

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

New to asset categories? Read the first article in this series for an introduction to Asset Categories.

 

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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. 
   

 

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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.

 

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.

 

 

 

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

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