Editing asset pools and assets from the asset builder

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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, changing 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.

 

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

 

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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. 
   

 

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

 

This 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 name, for example, Mountain Bike or Single Kayaks. 

  

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

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. You are then presented with the new option to Click Here or hit Enter to Create "{your asset category}."

 

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

Because the quantity is directly linked 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).

 

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

 

This is the capacity of an asset in the asset pool, representing the total capacity of the assets, considering how many seats or spaces the asset can support.

 

Warning You cannot change the capacity of an existing asset pool.

 

This is the total asset availability based on the quantity of assets multiplied by the capacity of each asset within the asset pool, for example...

 

	Quantity x	Capacity =	Total
Mountain Bikes	10	1	10
Single Kayaks	5	1	10
Shuttle Buses	4	10	40
Kayak Paddles - 200cm	25	1	25

 

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 maintenance of the asset, for example, if you need to inflate bike tires, rinse out kayaks, service buses, or sanitize life jackets.

1. Select the setting Enable Maintenance Time. This 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 the asset was created in error or is no longer needed. Click the Archive option within the footer of the modal.

 

Any upcoming bookings with assets that were assigned are removed once your asset pool has been archived.

 

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

 

 

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< Managing your asset pools and assets |

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