Create a Component Using the Creation Form

AssetLoom allows you to create new components in two ways:

• Bulk Import: Upload multiple components at once via CSV file.
• Manual Setup: Create components individually by filling out the Component Creation Form.

Step 1: Access the Component Form

• Navigate to Resources > Components in the side menu.
• Click on the Create button at the top right of the screen to open the Component Form.

Step 2: Fill Out the Component Details

The form consists of several sections that need to be filled out to create the component.

Below is an overview of the key fields:

1. Summary

This section summarizes key accessory information from other sections and images.

2. Main Information

This section is for the core details that define the component.

• Name: Enter a name for the component. (e.g.: Intel Card)
• Serial: The unique serial number, part number, or internal tracking code used to identify the component.
• Quantity: Enter the total quantity available for this component.
• Category: Categories help group your components for easy management.
  • Select a category that best describes the component, such as Power Supply, Network Module, etc
  • You can also type to create a new category if it does not already exist in the system.
• Min Quantity: Set the minimum quantity threshold for the component. When the available quantity reaches this value, you can receive a notification to restock or refill the component quantity.
• Inventory: Select the inventory where the component belongs, such as Base Stock, or add other locations configured in your system.

3. Purchase & Cost Information

This section is essential for tracking the financial details and lifecycle of your component.

• Order Number: Enter the order number associated with the component’s purchase.
• Purchase Date: Select the date when the component was purchased. The purchase date helps track the component’s lifecycle and plan for replacements or upgrades.
• Purchase Cost: Enter the component’s purchase cost. This is crucial for AssetLoom to track the component performance and value over time.

4. Other Information

This section includes additional details about the component. You can either select from the dropdown list of existing values or type to create a new one if needed.

• Location: The geographical location where the component is deployed or assigned. (e.g. 7th Floor, or Server Room 1).
• Department: The department that is responsible for or using the component (e.g., Engineering, Sales).
• Notes: Add any additional information or remarks related to the component ( internal references, conditions, or handling instructions).

5. Custom Fields

If you need to track additional information specific to this component, click Add to include extra fields for tracking unique data about the component (e.g., condition, version, or any other specific details).

Step 3: Save the Component

Once all required fields are filled, click the Create button at the bottom of the form to save the component to the system.

Step 4: Review Your Component

After creating the component, you will be redirected to the Component List, where you can view and manage all your components. If any information needs to be updated, simply click on the component and modify the details as needed.