Customer assets can be linked to those on a new quotation.
Asset mapping is enabled on a per-product classification basis - for example, you may wish to enable this for renewals and upgrades but not for new items. Your classification names will vary depending on your setup.
Users with access to Settings can configure Product Classifications from the Inventory Configuration area.
Select your classification and check Asset Mapping Supported.
The option to Map Opportunity Assets will be available when adding items with the mapping-enabled classifications.
šNote: If your instance has quotation-level data capture enabled, you can map assets to services individually in data capture. This bypasses the Map Opportunity Assets step in the product browser.
However, we recommend enabling this setting for relevant classifications, as it allows quicker and easier mapping, especially when mapping is required in bulk.
Creating a Product Classification
Only users with the right permissions are able to do the following:
To create a new Product Classification:
Navigate to Settings ā Product Classification.
Click Create New Classification.
Complete the required fields:
Name: Enter the name of the new classification.
Asset Mapping Supported: Enable if asset mapping is required for this classification.
Group: Select an existing classification group if the new classification belongs to one. Otherwise, leave this field blank.
Under Product Categories, enable the categories in which this classification should be available.
Review the details and click Create to save the new Product Classification.
š Please contact your Layer Administrator if your access is restricted.