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Create an inventory asset

Create an inventory asset for a model or type of company equipment. You can also add manufacturers that are missing from the default list.

Who can use this?

HR teams with Inventory access in the flair HR app in Salesforce.

Add a manufacturer​

flair includes a default manufacturer list. Add another manufacturer individually, or import a larger list with a CSV file in Salesforce.

  1. In the flair HR app, open HR Admin → Dictionaries.
  2. In the left list, select Manufacturer.
  3. Click Add Item.
  4. Enter the manufacturer's name, including the language fields.
  5. Click Add. The manufacturer becomes available for inventory assets.

The Manufacturer dictionary used to add a manufacturer

Create an inventory asset​

  1. In the flair HR app, select Inventory in the navigation bar or find it in the App Launcher (⋮⋮ grid icon).

  2. On the lower Inventories tab, click New Inventory.

    The New Inventory action on the Inventories tab

  3. Select Electronic Device, Office Equipment, or Other.

  4. Click Next.

  5. In Inventory Name, enter a recognizable name for the asset.

  6. Select a manufacturer, and enter the full model name.

    Inventory name, manufacturer, and model fields for a new asset

  7. Optional: Select a Support Advisor who employees can contact with questions.

  8. Optional: Enter Support Instructions, link a Support Video, or attach helpful files.

  9. Click Save. The inventory asset is ready for individual items.

    Support details and resources for a new inventory asset