Minimum Version Required: 21.01
Steps
Asset Heirarchy
Asset Workflow
Fields And Definitions
Asset Category: Highest level of an Asset. This should be a general grouping that can have many different Brands, Suppliers, or other groupings that fall under the Asset Category. (Ex. Coolers, Tap Handles, LEDs, Neons, etc.)
Asset Type: The second level of the Asset Heirarchy. This is typically more specific to what the actual Asset is such as the Brand, Supplier, etc. (Ex. Red Bull Coolers, Wind & Clouds Tap Handles, Red Bull LEDs)
Asset: Lowest level of the Asset Heirarchy. This is the most specific/granualar level. It should detail exactly what the Asset is. (Red Bull Cooler Summer Edition, Wind & Clouds Silly Strawberry Tap Handle, Red Bull Summer Edition Neon)
POS Bin: The Bin Zone type required for Asset Receive and Return Bins
Asset Request: A table that holds records of Asset Request submitted
Task: Task record that is created for an Asset Request or Asset Retun. Tracks who was assigned the task (Asset Manager, Approver, Delivery Rep, etc.)
Asset Delivery Planner: Dashboard where assets are scheduled to be picked/delivered
Asset Type Icon: The image that displays with an Asset or Asset Type. This is set upon receiving of the asset or on the Set Asset Type Icon dashboard.
Program: A text field on the Asset record that details a feature, season or other specifying feature of the Asset. For example: Surfboard Summer Series, Superbowl Series, Christmas Series, etc.

