Audit an Asset
Use the Asset Audit object to record your observations for an asset during its audit. Track assets to confirm that assets assigned to customers are placed at the customer location.
Required Editions
| Available in: Lightning Experience in Professional, Enterprise, and Unlimited Editions that have Consumer Goods Cloud enabled. |
| User Permissions Needed | |
|---|---|
| To create asset audits: | CGCloud Supervisor OR CGCloud Retail Supervisor User AND CGCloud Retail User OR CGCloud Sales User OR CGCloud Retail Sales User AND CGCloud Retail User |
If you identify an asset at a customer location that isn’t assigned to the customer, you must track these assets. As a legal requirement, all assets must be correctly assigned to customers.
Create asset audits for an unregistered asset from the View Asset button during visits. The system tracks these unregistered assets using the tag number and automatically matches with an asset in the system.
- If an unregistered asset is identified by its tag number, then the asset audit is automatically assigned to the identified asset if it has the same sales org.
- If an unregistered asset isn’t identified by its tag number, then an asset audit is created as an unregistered asset audit, and must be manually addressed by a user.
- From the App Launcher, find and select Asset Audits, and then click New.
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Provide these details:
Field Description Asset Information Customer Customer to whom the asset is assigned. User Name of the user who performs the audit. Asset Asset that’s audited. Creation Date Date on which the asset is audited. Survey Sighted Indicates whether the asset was found in the store. The options are:
- Yes
- No
Condition Condition of the asset. The options are:
- Working
- Damaged
- Destroyed
- Technical Defect
Location Location at which the asset is placed. The options are:
- Cash Register
- Foyer
- Main Course
- Bar
- Open Air
- See Note
Location Rating Rating for the location at which the asset is placed. The options are:
- Good
- Could be better
- Bad
Usage Specifies how the asset is used. The options are:
- Correct
- Misapplication
- Against agreement
Note Any other observations during the audit. -
Save your changes.
Alternatively, you can create an asset audit record from a visit record page or from an asset record page. On a visit record page, click Add Asset Audit. On an asset record page, on the Asset Audits related list, click New.
