Utilizing Asset Groups in Maintenance Management
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ServiceTrade Admin

Created Aug 16, 2023

Utilizing Asset Groups in Maintenance Management

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SalesManager

9 Steps
1

Under the Asset Inventory Menu, click the "+" button on the top section

Under the Asset Inventory Menu, click the "+" button on the top section
2

Enter a name of the asset group

Enter a name of the asset group
3

Click on Save

Click on Save
4

To add a new asset, click on the plus icon within an asset group

To add a new asset, click on the plus icon within an asset group
5

You can also transfer assets between groups by selecting the asset you want to transfer

You can also transfer assets between groups by selecting the asset you want to transfer
6

then click on the move icon

then click on the move icon
7

then selecting the group to move the assets to.

then selecting the group to move the assets to.
8

You can also delete an entire group of assets...

You can also delete an entire group of assets...
9

... but note that this will delete all assets within that group as well.

... but note that this will delete all assets within that group as well.
Well done!
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