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Enabling opportunity asset mapping for a product classification
Enabling opportunity asset mapping for a product classification

This will let you link existing assets to new lines if the new line is of a particular classification

R
Written by Raymond Carrel
Updated over a year ago

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 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.

Note - if your instance has quotation-level data capture enabled, then it is possible to map assets to services individually from 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 for quicker and easier mapping, especially when required in bulk.

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