Customer assets can be mapped to new services on a quotation. This forms a link that is carried through to the sales order stage. This is useful for keeping track of renewed and upgraded items.
Adding an existing asset to a new or existing opportunity
Customer assets can be added to an opportunity in a few different ways.
1. From the customer record - Assets tab.
2. From an Asset stack (renewals stack):
You can drag the Customer column to the top of the table to filter by customers, as below. You can also use the Check All button to select all assets to be renewed for specific customers.
This leads to the following view:
Here you can see details of the asset, including figures for the remaining revenue and profit. These values are used for deal termination calculations.
You can choose to add the services to an existing opportunity, or create a new one, as below.
Please note the Open Opps field, which will highlight any opportunities that the service has already been linked to.
Once you have done this, the assets will be detailed on the Customer Service Assets tab of the opportunity record.
Use the Quotations tab to create a quotation off the back of this opportunity, or create an opportunity and link it to this one during creation.
How to Remove a Linked Asset from an Opportunity
If an asset has been linked to an Opportunity in error, you can remove it with the following steps:
Open the Edit Opportunity Window:
Go to the relevant Opportunity record and open the Edit Opportunity window.
Navigate to the Customer Service Assets Tab:
Select the Customer Service Assets tab to view all linked assets.
Remove the Asset:
Locate the asset you wish to unlink and click the X button beside the service item to remove it from the Opportunity.
Note: You can make these changes in the Edit Opportunity - Customer Service Assets tab even after creating a Quotation.
However, if the Quotation includes Deal Termination charges already calculated, please contact your Layer Administrator.