---
schema_version: "1"
id: a2787c27c08067262a21e0c581dba5da5626023c7ccb11406a4cda0cc388ab42
title: Create an Asset
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/ind/264-0-0/cg_task_admin_create_assets.md
canonical_url: https://help.salesforce.com/s/articleView?id=ind.cg_task_admin_create_assets.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 07baf4fabcd3291307607cb293ff7115a622165d541632bcadce189ade24ef55
description: Create an asset record to define all the details about an asset, such as manufacturer and year of manufacturing. To identify an asset easily, add a serial number or tag. Associate an asset with an account and its related point of sale. Or, associate an asset to a product to enable a sales rep to place an order for the asset.
products:
  - Consumer Goods
release: "264"
---
# Create an Asset

Create an asset record to define all the details about an asset, such as manufacturer and year of manufacturing. To identify an asset easily, add a serial number or tag. Associate an asset with an account and its related point of sale. Or, associate an asset to a product to enable a sales rep to place an order for the asset.

### Required Editions

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small edition"><colgroup><col></colgroup><tbody><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: Lightning Experience in <strong>Professional</strong>, <strong>Enterprise</strong>, and <strong>Unlimited</strong> Editions that have Consumer Goods Cloud enabled.</td></tr></tbody></table>

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small permission">
        <colgroup>
          <col style="width:50%">
          <col style="width:50%">
        </colgroup>
        <thead class="slds-text-title_caps ">
          <tr class="">
            <th scope="colgroup" class="slds-cell-wrap" colspan="2" style="text-align:center;vertical-align:top;" id="d35592e63">User Permissions Needed</th>
          </tr>
        </thead>
        <tbody>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d35592e63 ">To create an asset:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d35592e63 ">
              <p>CGCloud Supervisor</p>
              <p>OR </p>
              <p>CGCloud Retail Supervisor User AND CGCloud Retail User
              </p>
              <p>OR</p>
              <p>CGCloud Sales User</p>
              <p style="margin-bottom:0;">OR</p>
              <p style="margin-bottom:0;">CGCloud Retail Sales User AND CGCloud Retail
                User</p>
            </td>

          </tr>
        </tbody>
      </table>

1. From the App Launcher, find and select **Assets**, and then click **New**.
2. Provide these details.
    
    <table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small ">
            <colgroup>
              <col style="width:50%">
              <col style="width:50%">
            </colgroup>
            <thead class="slds-text-title_caps ">
              <tr class="">
                <th scope="col" class="slds-cell-wrap" style="vertical-align:top;" id="d35592e125">Field</th>
                <th scope="col" class="slds-cell-wrap" style="vertical-align:top;" id="d35592e128">Description</th>
              </tr>
            </thead>
            <tbody>
              <tr class="">
                <td class="slds-cell-wrap" colspan="2" style="vertical-align:top;" headers="d35592e125 d35592e128 ">Identification</td>

              </tr>
              <tr class="">
                <td data-label="Field" class="slds-cell-wrap" style="vertical-align:top;" headers="d35592e125 ">Description</td>

                <td data-label="Description" class="slds-cell-wrap" style="vertical-align:top;" headers="d35592e128 ">Description of the asset.</td>

              </tr>
              <tr class="">
                <td data-label="Field" class="slds-cell-wrap" style="vertical-align:top;" headers="d35592e125 ">Asset Name</td>

                <td data-label="Description" class="slds-cell-wrap" style="vertical-align:top;" headers="d35592e128 ">Name of the asset.</td>

              </tr>
              <tr class="">
                <td data-label="Field" class="slds-cell-wrap" style="vertical-align:top;" headers="d35592e125 ">Tag Number</td>

                <td data-label="Description" class="slds-cell-wrap" style="vertical-align:top;" headers="d35592e128 ">Unique tag number that's assigned to the asset.</td>

              </tr>
              <tr class="">
                <td data-label="Field" class="slds-cell-wrap" style="vertical-align:top;" headers="d35592e125 ">Asset Type</td>

                <td data-label="Description" class="slds-cell-wrap" style="vertical-align:top;" headers="d35592e128 ">Type of the asset. You can’t edit this field after the asset is created.</td>

              </tr>
              <tr class="">
                <td data-label="Field" class="slds-cell-wrap" style="vertical-align:top;" headers="d35592e125 ">Account</td>

                <td data-label="Description" class="slds-cell-wrap" style="vertical-align:top;" headers="d35592e128 ">Customer to whom the asset is assigned. This field is available after you select an
                  asset type.</td>

              </tr>
              <tr class="">
                <td data-label="Field" class="slds-cell-wrap" style="vertical-align:top;" headers="d35592e125 ">Sales Org</td>

                <td data-label="Description" class="slds-cell-wrap" style="vertical-align:top;" headers="d35592e128 ">Sales org to which the asset belongs.</td>

              </tr>
              <tr class="">
                <td data-label="Field" class="slds-cell-wrap" style="vertical-align:top;" headers="d35592e125 ">Valid From/Valid Thru</td>

                <td data-label="Description" class="slds-cell-wrap" style="vertical-align:top;" headers="d35592e128 ">Validity period of the asset.</td>

              </tr>
              <tr class="">
                <td data-label="Field" class="slds-cell-wrap" style="vertical-align:top;" headers="d35592e125 ">Status</td>

                <td data-label="Description" class="slds-cell-wrap" style="vertical-align:top;" headers="d35592e128 ">
                  <p>Status of the asset. The options are: </p>
                  <ul>
                    <li>Active</li>
                    <li>Inactive</li>
                    <li>Damaged</li>
                  </ul>
                </td>

              </tr>
              <tr class="">
                <td data-label="Field" class="slds-cell-wrap" style="vertical-align:top;" headers="d35592e125 ">Asset Template</td>

                <td data-label="Description" class="slds-cell-wrap" style="vertical-align:top;" headers="d35592e128 ">Asset template on which the asset is based. This field is automatically populated
                  based on the selected asset type.</td>

              </tr>
              <tr class="">
                <td data-label="Field" class="slds-cell-wrap" style="vertical-align:top;" headers="d35592e125 ">POS</td>

                <td data-label="Description" class="slds-cell-wrap" style="vertical-align:top;" headers="d35592e128 ">Point of sale that's assigned to the asset. You can select only the POS that’s
                  assigned to the selected customer.</td>

              </tr>
              <tr class="">
                <td class="slds-cell-wrap" colspan="2" style="vertical-align:top;" headers="d35592e125 d35592e128 ">Description</td>

              </tr>
              <tr class="">
                <td data-label="Field" class="slds-cell-wrap" style="vertical-align:top;" headers="d35592e125 ">Description Language 1/2/3/4</td>

                <td data-label="Description" class="slds-cell-wrap" style="vertical-align:top;" headers="d35592e128 ">Description of the asset template in the languages that are configured for the sales
                  org.</td>

              </tr>
              <tr class="">
                <td class="slds-cell-wrap" colspan="2" style="vertical-align:top;" headers="d35592e125 d35592e128 ">Settings</td>

              </tr>
              <tr class="">
                <td data-label="Field" class="slds-cell-wrap" style="vertical-align:top;" headers="d35592e125 ">Ownership Type</td>

                <td data-label="Description" class="slds-cell-wrap" style="vertical-align:top;" headers="d35592e128 ">
                  <p>Ownership type of the asset. The options are:</p>
                  <ul>
                    <li>Owned</li>
                    <li>Leased</li>
                  </ul>
                </td>

              </tr>
              <tr class="">
                <td data-label="Field" class="slds-cell-wrap" style="vertical-align:top;" headers="d35592e125 ">Manufacturer Serial Number </td>

                <td data-label="Description" class="slds-cell-wrap" style="vertical-align:top;" headers="d35592e128 ">Serial number that's assigned to the asset by its manufacturer.</td>

              </tr>
              <tr class="">
                <td data-label="Field" class="slds-cell-wrap" style="vertical-align:top;" headers="d35592e125 ">Production Year </td>

                <td data-label="Description" class="slds-cell-wrap" style="vertical-align:top;" headers="d35592e128 ">Year in which the asset was manufactured.</td>

              </tr>
              <tr class="">
                <td data-label="Field" class="slds-cell-wrap" style="vertical-align:top;" headers="d35592e125 ">ERP Asset Number </td>

                <td data-label="Description" class="slds-cell-wrap" style="vertical-align:top;" headers="d35592e128 ">ERP number of the asset.</td>

              </tr>
              <tr class="">
                <td data-label="Field" class="slds-cell-wrap" style="vertical-align:top;" headers="d35592e125 ">Competitor Asset </td>

                <td data-label="Description" class="slds-cell-wrap" style="vertical-align:top;" headers="d35592e128 ">
                  <p>Indicates whether the asset is a competitor asset. The options are:</p>
                  <ul>
                    <li>Yes</li>
                    <li>No</li>
                  </ul>
                </td>

              </tr>
              <tr class="">
                <td data-label="Field" class="slds-cell-wrap" style="vertical-align:top;" headers="d35592e125 ">Brand</td>

                <td data-label="Description" class="slds-cell-wrap" style="vertical-align:top;" headers="d35592e128 ">Brand to which the asset belongs.</td>

              </tr>
              <tr class="">
                <td data-label="Field" class="slds-cell-wrap" style="vertical-align:top;" headers="d35592e125 ">Service Phone Number </td>

                <td data-label="Description" class="slds-cell-wrap" style="vertical-align:top;" headers="d35592e128 ">Contact number of the brand.</td>

              </tr>
              <tr class="">
                <td class="slds-cell-wrap" colspan="2" style="vertical-align:top;" headers="d35592e125 d35592e128 ">Notes</td>

              </tr>
              <tr class="">
                <td data-label="Field" class="slds-cell-wrap" style="vertical-align:top;" headers="d35592e125 ">Asset Note </td>

                <td data-label="Description" class="slds-cell-wrap" style="vertical-align:top;" headers="d35592e128 ">Any additional information about the asset.</td>

              </tr>
            </tbody>
          </table>
3. Save your changes.
    
    Alternatively, you can create an asset during a visit. To add an asset to a visit, from the Visit Record page, click **Register Asset**.

#### See Also

- [_Salesforce Help_: Supported Barcodes](https://help.salesforce.com/s/articleView?id=ind.retail_concept_admin_supported_barcodes.htm&type=5&language=en_US)