Track consumable assets

Consumables are items tracked by total quantity instead of as individual, serialized records. These assets include commonly issued items like headsets or cables, where the quantity in stock matters more than tracking each unit.

With consumable assets, you can manage stock levels, update quantities, and transfer items between teams or locations.

Configure support for consumable assets

1. Create a category set to Consumable.

2. Create a collection to store item records (for example, Assets).

3. In the collection, add a field (for example, Asset Type or Category) that pulls data from the Categories collection.

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Add a consumable asset record

1. Click and then select the collection that will contain the consumable asset.

2. Click Add.

3. When creating the asset, select the consumable category (for example, Headset in Asset Type).

4. Enter values for Quantity on Hand and Minimum Quantity.

5. Complete any additional fields (such as the location, team, or department to which it is assigned).

6. Click Save. The system tracks the asset by quantity within the assigned field (for example, Assigned To).

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Transfer consumable quantities

1. Click and then select the collection that contains the consumable asset.

2. Click the consumable asset. Its detail pane is displayed.

3. Click Transfer . The Transfer consumable page is displayed.

4. Select the Transfer Field (for example, Assigned To).

5. Select the target to receive the assets (for example, John User).

You can click Add new in the drop-down menu to create a new target to receive the assets.

1. Enter the Amount to transfer.

2. To create a new record for the transferred asset, select Create new record.

3. Review the new values for both origin and destination.For example, if the origin has 12 headsets and you transfer 5 to another record, the source updates to 7 and the destination to 5.

4. If you chose to create a new record:

   1. Click Continue.

   2. Enter the details for the new record.

5. Click Transfer.