Xcitium Platform

• Introduction To CRM
  • Login To CRM
• The CRM Admin Console
  • View And Manage The Home Console
  • Configure Your Preferences
  • Use Search Option And Filter Option In CRM
• Marketing And Sales
  • Manage Marketing Campaigns
    • Add Campaign Records
    • Track Campaigns
    • Associate Records From Other Modules To A Campaign
    • Mass Management Of Campaigns
  • Leads
    • Create New Leads
    • Manage Leads
    • Associate Other Records With A Lead
    • Mass Management Of Leads
  • Organizations
    • Add A New Organization
    • Manage Organizations
    • Associate Records From Other Modules To An Organization
    • Mass Management Of Organizations
  • Contacts
    • Add A New Contact
    • Manage Contacts
    • Associate Records From Other Modules To A Contact
    • Mass Management Of Contacts
  • Opportunities
    • Add An Opportunity
    • Manage Opportunities
    • Associate Other Records With An Opportunity
    • Mass Management Of Opportunities
  • Quotes
    • Create Quotes
    • Manage Quotes
    • Associate Records From Other Modules To A Quote
    • Mass Management Of Quotes
  • Invoices
    • Create An Invoice
    • Manage Invoices
    • Associate Asset Records To An Invoice
    • Mass Management Of Invoices
  • Sales Orders
    • Add A Sales Order
    • Manage Sales Orders
    • Associate Records From Other Modules To A Sales Order
    • Mass Management Of Sales Orders
  • Import And Export Records
  • Emails
• Inventory
  • Assets
    • Create An Asset Record
    • Manage Assets
    • Mass Management Of Assets
  • Products
    • Add A Product
    • Manage Products
    • Associate Records From Other Modules To A Products
    • Mass Management Of Products
  • Services
    • Add Services
    • Manage Services
    • Associate Records From Other Modules To Service
    • Mass Management Of Services
  • Price Books
    • Add Price Books
    • Manage Price Books
    • Mass Management Of Price Books
  • Vendors
    • Add A Vendor
    • Manage Vendors
    • Associate Records From Other Modules To Vendors
    • Mass Management Of Vendors
  • Purchase Orders
    • Add A Purchase Order
    • Manage Purchase Orders
• Tools
  • Email Templates
  • Add Website Bookmarks
  • View And Manage Calendars
    • Manage Shared Calendar
    • Update And Manage Calendar Entries
    • Manage Calendar Settings
  • Recycle Bin
• Analytics
  • Generate A Report
  • Manage Reports
• Configure CRM Settings
  • Configure The Picklist Editor
  • Manage Company Details
  • Configure Miscellaneous Settings
    • Outgoing Email Server Settings
    • Edit Terms And Conditions
    • Manage Currencies
    • Manage Tax Calculations
• Custom Views
• About Comodo Security Solutions

Associate Asset Records to an Invoice

If you deliver goods which require special follow up services then 'Assets' allow you track serial numbers and other product attributes. Each asset is associated with a product sale and includes items such as date of sale, the name of the staff whom closed the sale, whether the product is still in service or not, invoice name of the sale and more. This helps support staff to keep track of sales and resolve any problem that may arise in the future.

View, add and manage asset records:

• Click 'All' > 'Invoice'

• Click any invoice to open its detail page

• You can associate an asset with an invoice by clicking the 'Asset' link in the right hand menu.

Add an asset to an invoice

• Click 'Assets' on the right

• This will display a list of assets that are already associated with the invoice. Note – You can also associate an invoice to an asset from the 'Assets' module also. Go to 'Assets' > 'Add Asset' and select the invoice in the 'Invoice Name' field

• Click 'Add Assets' at the top left

The 'Quick Create Asset' dialog will appear:

• Complete the details of the new asset and click 'Save'. The asset record will be added and will also be available in the 'Assets' interface
  

The information in the 'Quick Create Asset' dialog is basic in nature. Use the 'full form' if you want to enter more details for the asset.

Manage Associated Assets

The associated assets list lets you view and edit details, and dissociate assets.

• Mouse over an asset record to view the options at the far right end of the row

• The following options are available:

	-	Opens the asset details interface of the respective asset record. See 'Assets' for more details.
	-	Allows you to edit the asset details. See 'Assets' for more details.
	-	Removes the association between the asset and the invoice. Note, this doesn't remove the asset itself, which will remain available in the 'Assets' module.