The Asset area allows to associate one or more assets to a order lines, thus permitting to either schedule only one of them or schedule all of them in rotating basis. Additionally, by making double-click on an insertion, the account executive can enter a note, it is useful to for example, indicate the scheduling operator in which cases an asset will be preferred against the others.
In order to manage assets linked to the order press the [...] button and use the functions present in the toolbar:
Function - Add
Description : Search for an asset across the Etere database and select one to be linked to the current order line, the operator will be allowed to:
•Search for an existing asset: Search for the asset to be associated through a form provided with a wide range of filters, them male double-click on the asset to insert it into the list:
•Create a new asset: Go to the Navigate >> New Asset menu option or just press the CTRL+N keys combination, compile the main information of the new asset and press [Ok] to save it, after which make double-click on the asset to insert it into the list:
Function - Add from customer used assets
Description : Link to the current order line an asset already used in other orders of the same customer,
Function - Delete
Description : Use it to remove the selected asset from the asset list.
Furthermore, please note that it is possible to assign assets to orders after their compilation as explained in the How to assign assets to orders chapter.
Note
It's worth mentioning that the Air Sales Scheduler will process (i.e. automatically schedule) only those order lines linked to a single asset, order lines linked to more than one asset will be skipped since they are intended to be scheduled using the Multuichannel Asset Change module.
Note
Please note that users needs the "Sales Proposal\Assign_asset" right in order to use this function to assign assets to orders/proposals.