How to configure a product

Overview

In BoolDesk, a Product is a template or model for the physical and virtual assets you track. For example, the "Lenovo ThinkPad X1 Carbon" is a product. The individual laptops you own, each with a unique serial number, are the Assets based on that product.

Creating products first standardizes your inventory and makes adding individual assets much faster and more consistent.

Step-by-Step Guide

1. Navigate to Product Settings

First, go to the administrative section where products are managed.

• From the main menu, go to Settings (1).

• Click on the Asset section to expand its options.

• Select Product (2 & 3).

2. Add a New Product

On the Product management page, click the Add Product button (4) in the top right corner to open the creation form.

3. Define the Product Details

In the "Product" window, fill in the specifications for the asset model.

• Type: Select the general type of product from the dropdown (e.g., "Laptop," "Monitor," "Software").

• Name: Enter the specific, official model name, such as "Lenovo ThinkPad X1 Carbon."

• Description: Add key details and specifications, like "Intel Core i7, 64 GB Memory, 1TB HDD."

• Manufacturer: Enter the brand name, such as "Lenovo."

• Click Save.

Your new product is now saved in the catalog. When you add a new individual asset to your inventory (like a specific laptop you just purchased), you can select this product to automatically populate its details, saving time and ensuring consistency.