I. Enabling the Asset Management Plugin

1.1 For Service Connector Professional Edition Users

• Your organization must have purchased the Service Connector Professional Edition.
• Tenants with Service Connector Professional Edition can enable Equipment Management by navigating to:
  Service Connector > System Settings > Configuration Overview.
• Upon activation, the system automatically adds foundational objects including:
  • Equipment
  • Equipment Asset BOM
  • Equipment Asset History

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1.2 Standalone Asset Management Module Purchase

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• If your organization hasn’t purchased Service Connector Professional Edition, you may acquire the Asset Management Module separately.
• After purchase, enable asset management via:
  CRM Admin > Business Rule Management > Asset Management.
• Activation initializes foundational objects (Equipment, Equipment Asset BOM, Equipment Asset History).
• The CRM interface will display a new Asset Management menu.

II. Asset Management Basic Configuration

• Configuration path: Service Connector > System Settings > Equipment Management > Equipment Settings

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2.1 Automatic Equipment Asset Generation

• When enabled, the system automatically creates Equipment Asset records for Accounts of specified Record Types upon Shipping Order completion.

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2.2 Multi-Equipment Work Order Reporting

• Enabling this feature adds a Work Order Equipment Sub-object to the Work Order object, allowing users to report issues for multiple devices in a single ticket.

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2.3 Work Order-Based Equipment Location Updates

• When enabled, service engineers can update an equipment’s location details while executing related Work Order tasks.

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