Customer assets can be linked to those on a new quotation.

For users of quotation-level Data Capture, this is an intrinsic part of the feature, and no classification-level configuration is required.

If you are not yet using quotation-level Data Capture to link assets, and are still using the legacy method (mapping assets within the price book browser) then this article is relevant to you.

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 Settings access can configure this this from the Product Classification 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.

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