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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. For how dictionaries work in general, see Manage dictionaries.

  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 record.

    The Inventories tab of the Inventory page with the New record button

  3. On the Category step, select the category that fits the asset:

    CategoryUse it for
    App & SoftwareApplications, licenses, and software subscriptions
    Electronic DeviceLaptops, phones, monitors, and other hardware
    Office EquipmentFurniture and other office equipment
    Uniforms & WorkwearUniforms, protective clothing, and other workwear
    VehicleCompany cars and other vehicles
    OtherAnything that doesn't fit another category

    The New Inventory modal on the Category step with the App & Software, Electronic Device, Office Equipment, Uniforms & Workwear, Vehicle, and Other tiles

  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

note

New items that you create from the asset start with the asset's category. The Category step shows only the categories whose Inventory Item record type is available to you. If a category is missing, ask your Salesforce admin to make its record type available in your profile or permission set.