Adding Assets via Room Initialization

This article explains how to use Initialize Room Inventory in Asset Management to add existing assets to a room when they were not previously recorded (for example, missed assets or donated items). This process ensures accurate asset tracking by assigning items to a specific room, product, and status within the system.

Initialize Room Inventory allows districts to add assets directly at the site and room level. While adding assets through Purchasing is the recommended best practice, this feature provides an alternative for exceptions.

Initialize Items to a Room

1. Navigation:
2. Admin/Warehouse View
3. Rooms

Use the following steps to add assets to a room. Each item must have a tag.

1. Click Rooms in the top navigation bar.
2. Search or filter for the room where the asset is located.
3. Click Initialize Room Inventory in the room’s row.

4. Enter or scan the Product Number, or click Search to locate the product.
5. Select the appropriate Funding Source.
6. Select the Status:
   • Available – Item is stored in the room and can be issued later.
   • In Use – Item is assigned to the room and not available for reassignment.
7. Enter or scan the Tag number.
8. If required, enter or scan the Serial Number.
9. Confirm the item appears in the “Scan History for Today” grid.
10. Click Done to close the window.

Unlock Product Number to Add Multiple Products

When adding multiple product types in the same room, you must unlock the “Product Number” field to switch products.

1. Click Locked to unlock the field. The icon changes to Unlocked.
2. Enter or search for a new Product Number, or scan from a printed catalog.
3. Click Select to confirm the product.
4. Continue entering Funding Source, Status, Tag, and Serial for each item.