Managing your asset pools and assets

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Learn how to manage your asset pools and assets, including increasing the quantity of your assets, editing the status of one or more assets, viewing and renaming the asset SKU, changing the asset status of an individual asset, and managing the asset via the details page.

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

 

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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

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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Click on the arrow at the far-left of the Name column in the list of available asset pools to open the list of associated assets.

The number of assets listed matches the quantity entered when you added or edited the asset pool.

From here, you can rename assets, increase the quantity of your assets, or archive one or more individual assets.

 

Increase the quantity of assets for the asset pool in focus by clicking the button + 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 pool.

 

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.

You can choose a status and select more assets to update by checking the box next to the asset SKU. Finally, click Save to update the status of the selected assets.

The asset status can be edited via the Asset Details page below.

 

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

 

The asset SKU (Stock Keeping Unit) is the unique code assigned to the asset when added.

The SKU can be renamed if you hover on the asset row 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.

 

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 click Save to save the status change.

You can also change the status of one or more assets. See the instructions above under Editing an asset pool.

To help you find archived assets, you can sort the Asset list by Status in ascending or descending order by clicking on the column header. 

 

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

You can also manage the asset by clicking on the name of the Asset SKU. This takes you to the Asset Details page, where you can edit the existing Asset SKU name.

From here, you can also determine the status of the Asset - Enabled or Disabled.

Click Archive Asset to archive the asset SKU in focus, e.g. Mountain_Bike_05. 

 

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

 

 

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< Filtering and searching your asset pools and assets | Editing asset pools and assets from the asset builder >

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