Kits
Kits enable you to create groups of serialized and/or non-serialized assets to manage them as a single unit. Kits are useful when you track or issue items, such as tool sets, device bundles, or onboarding packages. When you perform an action on a kit, the action applies to all included items. This streamlines your workflows and ensures consistency across related assets.
Kit templates
Kit templates define the standard structure of a kit. You use them to build and reuse consistent kit formats across your teams. When you create templates, you specify the type and quantity of items to include and select individual assets or reference categories (for example, "3 monitors" or "2 barcode scanners").
To create a kit template, configure the layout with the Kits property type. This allows you to control how kits behave and which assets they contain.
Non-template kits
Non-template kits support flexible asset grouping. You can use this approach if the combination of assets changes often or if you need to build a one-time bundle. You can manually add assets to a kit record by using the Kits property. This gives you the freedom to create kits based on current needs without predefined rules.
Visibility
In asset lists, the first column shows a mix of individual assets and kits. Each record is clearly labeled as a serialized asset, a bulk asset, or a kit. This makes it easy to identify grouped items and understand how assets relate to each other.
Create a kit
Perform one of the following steps to display the module pane:
In the navigation pane, click the Account Switcher
and then select the appropriate account and module.Click to display the module pane.
Select the collection for which you want to create asset kits. The list of assets in the collection is displayed.
Select the check box for each asset to add to the kit.
Click Create kit. The kit details pane is displayed, with the selected assets listed.
If necessary, adjust the assets included in the kit:
To add additional assets to the kit, click Add, select the assets, and then click Add to kit.
To remove selected assets from the kit, click .
If any of the selected assets have a specified Category value, specify whether to save the kit as a template:
To save the created kit as a template, select Save this kit as template.
Enter the Kit template name to configure the template. This name is applied to the Category name field for the kit.
Enter the Name of the kit.
Specify the remaining details for the kit, and then click Save. The selected assets are moved into the kit, which is displayed as
in the list.
Delete a kit
When you delete a kit, you can choose whether to retain the assets in the kit.
Perform one of the following steps to display the module pane:
From the Account Switcher
, select the appropriate account and module.Click to display the module pane.
Select the collection containing the appropriate assets.
Select the check box for the kit to delete.
Click Delete. The Deleting kit page is displayed.
Perform one of the following tasks:
To keep the child assets and delete only the container kit, click Keep kit content.
To delte the kit and all child assets, click Delete all.
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