Create a Consumable Using the Creation Form

AssetLoom allows you to create new consumables in two ways:

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

Step 1: Access the Consumable Form

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

Step 2: Fill Out the Consumable Details

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

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 consumable.

• Name: Enter a name for the consumable. (e.g.: Label)
• Quantity: Enter the total quantity available for this consumable
• Category: Categories help group your consumables for easy management.
  • Select a category that best describes the consumable, such as Toner, Printer Supplies, 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 consumable. When the available quantity reaches this value, you can receive a notification to restock or refill the consumable quantity.
• Inventory: Select the inventory where the consumable belongs, such as Base Stock, or add other locations configured in your system.
• Manufacturer: Manufacturers help identify the brand or maker of the consumable. Select a manufacturer for your consumable from the dropdown list or simply type to create a new one if the model is not yet in the system.

3. Purchase & Cost Information

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

• Order Number: Enter the order number associated with the consumable’s purchase.
• Item No: Enter the item number, SKU, or internal reference code used to identify the consumable.
• Purchase Date: Select the date when the consumable was purchased. The purchase date helps track the consumables’ lifecycle and plan for replacements or upgrades.
• Purchase Cost: Enter the consumable’s purchase cost. This is crucial for AssetLoom to track the consumable performance and value over time.
• Model Number: Enter the model number associated with the consumable. This helps identify and differentiate consumables with similar names.

4. Other Information

This section includes additional details about the consumable. 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 consumable is deployed or assigned. (e.g. 7th Floor, or Server Room 1).
• Department: The department that is responsible for or using the consumable (e.g., Engineering, Sales)
• Notes: Add any additional information or remarks related to the consumable ( internal references, conditions, or handling instructions).

5. Custom Fields

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

Custom fields must be created in advance in Reference Data > Custom Fields. If no custom fields have been set up, you won’t see any options to add them in this form.

Step 3: Save the Consumable

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

Step 4: Review Your Consumables

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