16.2. Register a New Asset and Choose an Asset Type

New assets are added from the Asset Inventory Dashboard using the quick-add form.

1. Navigate to Assets from the sidebar.
2. Click the Add Asset button.
3. Fill in the required fields (marked with an asterisk):
   • Client: The client that owns the asset.
   • Asset Name: A friendly name for the device (e.g., "Reception PC," "Core Switch").
   • Asset Tag: Your internal inventory tag or label.
   • Type: The kind of asset (see the list below).
4. Optionally set:
   • Status: Active, Inactive, or Maintenance (defaults to Active).
   • Serial Number: The manufacturer serial number.
5. Complete any Type-specific Details that appear once you choose a type.
6. Click Create Asset.

Asset Types and Their Quick Details:

The form shows a small set of relevant fields as soon as you pick a type:

• Workstation: OS Type (e.g., Windows, macOS, Linux) and OS Version (e.g., 11, Monterey, Ubuntu 22.04).
• Server: OS Type (e.g., Windows Server, Ubuntu Server) and OS Version (e.g., 2022, 22.04 LTS).
• Network Device: Device Type (Switch, Router, Firewall, Access Point, or Load Balancer) and Management IP (e.g., 192.168.1.1).
• Mobile Device: OS Type (iOS or Android) and Model (e.g., iPhone 14 Pro, Galaxy S23).
• Printer: Model (e.g., HP LaserJet Pro M404n).

Adding Full Hardware Specifications:

The quick-add form captures the essentials so you can register a device quickly. To record complete hardware specifications (CPU, RAM, storage, firmware, IP addresses, and more), open the asset and edit it (see 16.4. Edit Asset Details).

Tip: If a client has no saved locations yet, you can still enter a custom location on the asset, or create locations from the client record first.