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Audit an Asset

Use the Asset Audit object to record your observations for an asset during its audit. Track assets to confirm that assets assigned to customers are placed at the customer location.

Required Editions

Available in: Lightning Experience in Professional, Enterprise, and Unlimited Editions that have Consumer Goods Cloud enabled.
User Permissions Needed
To create asset audits:

CGCloud Supervisor

OR

CGCloud Retail Supervisor User AND CGCloud Retail User

OR

CGCloud Sales User

OR

CGCloud Retail Sales User AND CGCloud Retail User

If you identify an asset at a customer location that isn’t assigned to the customer, you must track these assets. As a legal requirement, all assets must be correctly assigned to customers.

Create asset audits for an unregistered asset from the View Asset button during visits. The system tracks these unregistered assets using the tag number and automatically matches with an asset in the system.

  • If an unregistered asset is identified by its tag number, then the asset audit is automatically assigned to the identified asset if it has the same sales org.
  • If an unregistered asset isn’t identified by its tag number, then an asset audit is created as an unregistered asset audit, and must be manually addressed by a user.
  1. From the App Launcher, find and select Asset Audits, and then click New.
  2. Provide these details:
    Field Description
    Asset Information
    Customer Customer to whom the asset is assigned.
    User Name of the user who performs the audit.
    Asset Asset that’s audited.
    Creation Date Date on which the asset is audited.
    Survey
    Sighted

    Indicates whether the asset was found in the store. The options are:

    • Yes
    • No
    Condition

    Condition of the asset. The options are:

    • Working
    • Damaged
    • Destroyed
    • Technical Defect
    Location

    Location at which the asset is placed. The options are:

    • Cash Register
    • Foyer
    • Main Course
    • Bar
    • Open Air
    • See Note
    Location Rating

    Rating for the location at which the asset is placed. The options are:

    • Good
    • Could be better
    • Bad
    Usage

    Specifies how the asset is used. The options are:

    • Correct
    • Misapplication
    • Against agreement
    Note Any other observations during the audit.
  3. Save your changes.
    Alternatively, you can create an asset audit record from a visit record page or from an asset record page. On a visit record page, click Add Asset Audit. On an asset record page, on the Asset Audits related list, click New.