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Locate: Inventory > Assets > Assets tab
- Admin permissions to manage inventory or restricted permissions to View products and assets and Manage products and assets.
- Your account is a member of our Early Access Program. Please reach out to Checkfront Technical Support to learn more!
Early Access Program
This feature is currently part of our Early Access Program, which means it is available to select Customers to try out and provide us with feedback.
To learn more about becoming part of our Early Access Program please contact our Technical Support: Getting Support from Checkfront.
Find our complete set of help articles related to the Early Access Program here: Early Access Program.
OverviewBack to top
Assets are key business resources that your activity relies on to supply experiences to your Guests, such as equipment, vehicles or rooms, for example. The distribution of these resources ultimately determines the availability of the product you are offering.
Asset groups allow you to classify your assets, specifying the category, quantity and capacity of those assets in the process.
In this article, we cover how to...
- Initiate adding an asset group.
- View your list of asset groups and related assets.
- Filter your asset group lists by category.
- Search for asset groups by keyword.
- View your list of assets.
- Edit your assets.
- Edit your asset groups.
The following table illustrates how assets are organized and counted.
|Asset SKU||Asset Group||Asset Category||Quantity||Capacity|
Yoga Mats Standard
To understand how inventory information is organized throughout the system, it is best to start by creating one product (based on assets if needed). You can then preview that product or better yet, run a test booking through the system.
Once booked, you can check out how that booking displays within booking tools (e.g. Daily Manifest), reports (e.g. Booking Index) and the Booking Invoice and then adjust how your products (and assets) are configured to suit your needs.
Are your products based on assets?
For example, you can create an asset category for kayaks and a separate asset category for kayak equipment, so that this distinction is apparent and communicated throughout the system.
Assets are not required for products to be bookable, but they are available as an option, to suit your business needs!
Learn more about configuring your products with associated assets here...
Add an Asset Group with AssetsBack to top
Learn more about adding a new asset via the Create Assets modal here...
View Asset GroupsBack to top
Once you have added one or more asset groups, they are listed on the Assets page along with the following information and options...
- (Asset Group) NameBack to top
The name of your asset group (e.g. Mountain Bike, 2-person Kayak, Shuttle Bus, Yoga Mat).
- (Asset) CategoryBack to top
The category for your asset group.
Asset categories (e.g. Bikes, Kayaks, Buses, Yoga Mats), allow you to generally classify your asset groups (e.g. Mountain Bike, 2-person Kayak, Shuttle Bus, Yoga Mat Standard), which helps to organize your assets and minimize the complexity of applying assets to products.
Manage your asset categories centrally with the Categories list (Inventory > Categories > Assets). Learn more here...
- QuantityBack to top
The number of assets included in this asset group, for example, 10 Mountain Bikes, 5 2-person Kayaks, 4 Buses and 20 Yoga Mats Standard.
- CapacityBack to top
Specify the capacity of an asset in the asset group. Many assets have the ability to support more than one Guest, for example, 2-person Kayaks (2) as opposed to single rider Mountain Bikes (1).
- TotalBack to top
Total asset availability based on quantity of assets multiplied by the capacity of each of those assets within the asset group. This number is calculated based on quantity and capacity, so the total is read-only.
- Actions: Edit (Asset Group)Back to top
Lists the option to Edit your asset group. This opens the edit asset group modal.
For more information on editing asset groups, check out the following article...
Filter Asset Groups by CategoryBack to top
You can filter your list of asset groups by asset category. Simply select one or more categories from the Category Filter provided.
Filter Asset Groups by Asset StatusBack to top
You can filter your list of asset groups by asset status. Simply select one or more statuses from the Show filter provided. This way you can hide any archived asset groups.
Search Asset GroupsBack to top
Search your list of asset groups by keyword. Results returned will include the string of characters entered.
View Asset List for Asset GroupsBack to top
Click on the arrow at the far-left of the Name column in the list of available asset groups to open the list of associated assets.
The number of assets listed corresponds to the quantity entered when you added or edited the asset group.
- + Increase QuantityBack to top
Increase the quantity of assets for the asset group in focus by clicking on the button labelled + Increase Quantity. An additional setting becomes visible.
Toggle the setting up (+) for the number of assets you need to add. Click Save to add assets to your asset group.
- Edit (Asset Status)Back to top
Edit the status of select or all assets by clicking on the Edit icon next to the + Increase Quantity button. This displays a drop-down menu that lists the status options: Enabled, Disabled or Archived. From there you can choose a status and then select or more assets to update by checking the box next to the asset SKU. Finally, click Save to update the status of the selected assets.
- (Asset) SKUBack to top
The asset SKU (Stock Keeping Unit) is the unique code for the asset assigned when the asset is added.
The SKU can be renamed if you hover on the row of the asset and click Edit to enable the field. Type directly into the SKU field to change the name. Click Save to save your SKU name change.
You can sort the assets list by SKU in ascending or descending order by clicking on the column header.
- Asset StatusBack to top
The Status of an asset is either Enabled (default), Disabled or Archived.
You can edit the status of an individual asset if you hover on the row of the asset and then click Edit to enable the field. Select a Status from the drop-down menu and finally click Save to save the status change.
You can also change the status of one or more assets. See instructions above under Edit (Asset Status).
You can sort the Asset list by Status ascending or descending order by clicking on the column header.