Bring in your Assets

Once the product is defined the resources feature will be up and running. To do that product type needs to be defined (Product category ----> Product type…where product category is not mandatory). Another method is CSV import of the resources available with your organization

Add New Product Type (Path: Admin/Resource Management/Product Type)

Each product purchased by a firm can be categorized into a specific product type. This is the second level categorization for the assets that are bought. For example, Dell or HP Laptops can be categorized under the product type Laptops, while HP Inkjet Printer can be categorized under the product type Printer. To add a new product types click the Add New Product Type link on the right hand side corner of the Product Type List table.

1. Specify Product Type Name which will uniquely identify the individual product types
2. The Type allows you to specify if it is asset or a component
3. Selecting the Copy this also to Solution Category check box will create a new sub topic in kbase with the sub topic name as the product type name and will be added under the main topic as the category
4. Click the Save button to save the Product Type and return to the list view.
   Click the Save and add new button to save the Product Type and add another Product Type
   
   

Add New Product (Path: Admin/Resource Management/Product)

The specific asset types are termed as products. For example, Dell Latitude D600 is a product representing Dell Laptops. To add new products click the Add New Product link on the right hand side corner of the Product List table.

1. The add product form has two mandatory fields, namely Product Name, Product Type
2. Specify the Product which will uniquely identify the individual products
3. From the combo box listing the various available product types, select the relevant product type under which the product can be classified
4. Click the Save button to save the Product.
   Click the Save and add new button to save the Product