Info: To quote a customer on an asset deal, you will need to have an existing Relationship with an Opportunity.
To configure an Asset, click ‘Add Quote’ on an existing opportunity, then click ‘Add Asset’:
The following menu will be displayed:
Fill out the Asset fields - anything in red is mandatory and is required before saving.
Asset fields
Asset fields
Fields | Meaning |
Category | Also set up in the admin pages, this dropdown is a level below 'class' in the asset hierarchy (for example, 'cranes') |
Class | Configured by a system admin, this is a dropdown of all the different asset classes your company deals with (for example, 'industrial equipment') |
Type | The lowest level in the asset hierarchy, this menu is for describing the specific type of asset you're quoting on (for example, 'cranes smaller than 100ft') |
New Used | Whether or not the asset is brand new |
Description | A free-type field for users to write any extra details about the equipment |
Manufacturer | Added to the system by your admin users, this dropdown lets you select the manufacturer of the asset |
Range | The range the asset belongs to |
Model | The specific model of the asset - this is a free-type field |
Variant | Is the asset a specific variant of the model? |
Mileage/Hours | If the asset is used, how many miles has it covered and/or how many hours has it been in use? |
Serial Numbers | Multiple options for any serial numbers assigned to the asset |
Build Date | A date selector field where you can specify how old the asset is |
Net Cost | The cost of the asset, without any options or services taken into account |
Options Cost | The total cost of any optional extras added to the asset |
Services Cost | The total cost of any servicing or maintenance purchased for the asset |
Total Cost | A read-only field which adds the net cost to the services and options |
Note: If the class, category, type or manufacturer of your asset aren’t available in the drop downs, these can be configured under ‘Asset Management Settings’.
You will need permissions enabled to edit Asset Management Settings
Once you're happy with your asset, click 'Save' and you'll be able to create a quote ready to send to your customers!