Adding Assets to a Quote

Having successfully created a quote, individual Assets can now be linked to it.

Adding One Asset at a Time

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Description

To add an asset to a quote:

To add an Asset, follow these steps:

• Go to the relevant quote (if you are not already there).
• Click the Assets tab.
• Click the Add Asset button.
• Choose Manual from the drop-down list.
• Select the appropriate Product Name.
• Input the Serial Number.
• All other fields are optional.
• Click Save.

After saving the asset, you will need to add the following service information to the asset before saving:

• Coverage Start, SLA and Support Partner – internal or external partner are required
• Make sure to add a Cost, Markup % and Sales Price.

Importing Multiple Assets

The Sample File Template is a sample set of assets you can use to create a sample quote quickly and easily. Once you have added your assets to this file you can import the document to Owlytica.

To import assets:

• Click on +Add Asset(s) to add an asset to the quote.
• Click the Import button.
• Upload the Sample File Template