Product Type

Product type is a high-level categorization for all the assets that are purchased by the organization. This helps in estimating the budget and tracking the assets in each product type. Product types are arranged in parent-child hierarchy.

Terminologies:

1. Product Type: Product Type is the high-level categorization in grouping products.
   
2. Type: Type is a subdivision of product types that are classified into Asset, Components, and Consumable.
   
3. Category: Category is a common attribute of Product Types and Types. They are classified into IT and Non-IT.
   

Role Required: AssetConfig

Use Case 

The HP Inkjet Printer and its related items can be categorized as,

Assets	Product Type	Type	Category
HP Inkjet Printer	Printer	Asset	IT
Ink cartridge clamps	Printer Cartrige Clamps	Components	Non-IT
Inkjet Cartridge	Printer Cartridges	Consumable	IT
A4 Papers	Paper	Consumable	Non-IT

 

Create Product Type 

Go to Setup > Customization > Asset Management > Product Type and click New Product Type.

The New Product Type form contains two tabs: Details and Fields.

Details

The basic information of the product type is added in the Details tab. Use the following pointers to fill out the form:

Field	Description
Product Type*	Provide a name for the product type. This is a mandatory field.
Icon	Select an icon as the representative image of the product. You can also import images below 2 MB.
API Name*	The product API name is auto-generated. You can modify it if needed.
Parent Product Type*	Select a parent product type from the drop-down. After selecting a parent product type, Category and Type fields are auto-populated and cannot be edited. (This is not applicable for All Assets parent type)
Category*	Select the category of the product as IT or Non-IT from the drop-down.
Type*	Select the type from the drop-down. You can select the type as Asset, Component, or Consumable.
Description	Provide a brief description of the product type.

* mandatory fields

Click Save. You will be directed to the Fields tab.

Fields

The Fields tab allows you to customize the layout of an asset form based on the product type. It contains two sections: Canvas and Fields List.

The product type and parent product type details are displayed at the top of the right panel.

Canvas

The canvas is where you build a template. It contains two sections: Parent Fields Click to expand and view the section. Fields in this section are displayed based on the Parent Product Type. You cannot add, edit, or delete fields/sections. Enable the Show Parent Fields after Child Fields check box to display child fields before the parent fields in the asset form. The product type Computer contains predefined sections. Fields can neither be added nor removed from the predefined section.   Child Fields Customize the Child Fields section by adding fields and sections from the Fields List to the canvas using a simple drag-and-drop method. By default, the Child Fields section is named the same as the product type name. You can rename them by clicking on the section header and typing in the relevant section name. To add existing fields, drag them from the right pane to the canvas. To add new fields, drag a field type to the canvas and add the required details. Additional fields can be edited or deleted from the canvas. Hover over an additional field and click to edit and to remove the field. To add new sections, drag the New Section element from the right pane into the canvas and group the fields within the section. Hover over a section and click to set the section properties. Rearrange the fields and sections by using a simple drag-and-drop method. Hover over a field and use or on either sides of a field to resize the field length.

Fields List

The field list on the right pane contains two tabs: Available Fields - Contains additional fields configured in the application that are not used in the canvas. Drag any field from this list to the canvas. New Fields - Contains various field types that you can use to create additional fields for the product type. To create a new field, drag a field type to the canvas and add the required details. Based on the selected field type, the field properties vary. Refer to this admin page to know how to configure different field types. You can also add sections to the template from the right pane. Use the New Section element to add sections to the canvas and group the fields within the section.

Click Save.

Screenshot showing child fields configured with Show Parent Fields after Child Fields option enabled

Screenshot showing the fields configured in the child section in the New Asset form

List View Operations 

The list view is a tree structure that displays product types in a hierarchy. On the product type list view, you can perform the following actions.

Edit/Delete Product Types

Click beside a product type and select Edit or Delete.

Only the Product Type, Image, and Description fields can be edited for default product types. 

For custom product types, the Parent Product Type field can be edited only if the parent is All Assets. 

The API Name field is non-editable for all product types. 

Default product types cannot be deleted. 

A product type containing a child or associated with an asset or a product cannot be deleted 

Create Child Product Type

A child product type inherits the parent product type.

1. Click beside a product type and select Create Child Product Type.
   
2. Fill out the displayed form.
   
3. The Category and Type fields are auto-populated and cannot be edited.
   

Expand/Collapse Tree

Toggle the list view between expanded and collapsed views using the Expand/Collapse Tree button. Click and to view and hide the child product types, respectively.

Search

Click on the top-right of the toolbar to search through the columns displayed in the list view. Search results are displayed in the parent-child hierarchy.

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