Create and edit Bundles

Learn how to create Bundles and add or remove Assets from Bundles.

Overview

Bundles are Assets that have other Assets. For example, you can have a group of key cards that belong to a single wallet or card carrier. The cards are Assets that belong to another Asset: the wallet.

> To learn more about Assets, check out Create and edit Asset Types.  

 

Bundles group your Assets so you can manage them in bulk; this saves you time.

guarding_suite-asset_tracking-bundle.png

 

Create a Bundle

To create a Bundle, you must create an Asset Model Type and an Asset. 

 

To create a Bundle:

  1. Create an Asset Model Type:
    • We recommend the ‘Asset Model Name’ has the word ‘bundle’ in it.
    • Ensure you switch on the Contains other assets and Can be checked out toggles. 

      guarding_suite-asset_tracking-create_bundle_asset_model.png
      > To learn more about creating an Asset Model Type, check out Create and edit Asset Types.
  2. Create an Asset:
    • In the Type dropdown menu, select the Asset Model Type from step 1.
    • In the Status dropdown menu, set the Asset to ‘Active.’

      guarding_suite-asset_tracking-create_bundle_asset.png
      > To learn more about creating Assets, check out Create and edit Asset Types.

 

To see the Bundle, in the navigation menu, select Asset.

guarding_suite-asset_tracking-bundle.png

 

Edit a Bundle

To keep your Bundles organized, you can add Assets to or remove Assets from them.


Add an Asset to a Bundle

To add an Asset to a Bundle:

  1. In the navigation menu, select Asset.
  2. Select an Asset that’s part of a Bundle.

    guarding_suite-asset_tracking-bundle.png

  3. Choose Add Assets.
  4. Select the + icon.
  5. In the dropdown menu, select the Asset you want to add.

    guarding_suite-asset_tracking-add_asset_dropdown.png
    > To create an Asset. Select the + icon.
    guarding_suite-asset_tracking-plus_icon.png
    To learn more about creating Assets, check out Create and edit Asset Types.
  6. Select SAVE.

The Asset is now part of a Bundle.

 

Remove an Asset from a Bundle

To remove an Asset from a Bundle:

  1. In the navigation menu, select Asset.
  2. Select an Asset that’s part of a Bundle.

    guarding_suite-asset_tracking-asset_added_to_bundle.png

  3. Choose Remove Assets.
  4. Select the + icon.
  5. In the dropdown menu, select the Asset you want to remove.

    guarding_suite-asset_tracking-add_asset_dropdown.png

  6. Select SAVE.

The Asset is no longer part of the Bundle.

guarding_suite-asset_tracking-asset_added_to_bundle.png

 

See also

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