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Release: Australia · Updated: 2026-03-12 · Official documentation · View source

Create an asset

Create a record for a specific instance of a product.

Before you begin

Role required: sn_customerservice_manager or admin

Customer Service Management leverages the Asset Management application to create and maintain assets. Ensure that the Asset Management plugin (com.snc.asset_management) is activated.

Procedure

  1. Navigate to All > Customer Service > Products > Assets.

  2. Click New.

  3. Select the type of asset to create:

    • Hardware
    • Software License
    • Consumable
    • License
    • Facility
    • Fill in the fields for the selected asset type on the Asset form, as appropriate.
  4. Click Submit.