Creating Asset templates
Asset templates can be created by going to Settings > Work > Asset templates > Add new
You can then
Enter the templates name (usually the machine or equipment’s name)
Add an image (optional)
Add an asset category (optional) if you need to add a new article see our other article: Asset Categories
Add a serial number (optional)
Select a make and model (Details of how to add makes and models below)
Click "Save"
How to add makes and models in templates
If you'd like to add makes and models of equipment that can be used on an ongoing basis follow these steps
Adding Makes
Go to Add asset template > Click the pencil icon next to the make field
Adding models under makes
Once you've added your makes, you can add as many models under the make by doing the following
Click the pencil icon next to the Model field, select the make you want to add models to. Click Add module and then add in the model. (To add additional models, repeat the process)