Asset Management

Frequently Asked Questions

• How can I bulk delete categories or products in Asset Management?
• What types of permissions are there?
• What should I do after configuring permissions and attributes?
• Can I delete a category in asset management?
• Why is it recommended to create attributes before registering products or assets?
• What is a category used for in asset management?

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Settings

• Phase 5 - Integration with Documents
• Phase 4 - Orders and workflow
• Phase 3 - Inventory Management
• Phase 2 - Creation of Categories and Products
• Phase 1 - Initial Setup
• Asset Management Module

Integrations

• Where can I view the documents generated when assigning an asset?
• How do I use document templates if I have the Gestión Documental module enabled?
• How can I generate an Acceptance Receipt document if I don't have the Document Management module?

Inventory

• Phase 3 - Inventory Management
• What do asset states mean?
• What is an asset?
• Can I edit or delete any asset?
• Where and how to create an asset?
• Where to view an asset's change history?

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Orders

• What is the purpose of the Orders section in asset management?
• What is the History tab for in an asset order?
• How do I reject an asset request order?
• How to customize a workflow for assets?
• How do I create a new order in the asset management module?
• How do I assign an available asset from orders?

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