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Predefined Kits — User Guide

Predefined Kits — User Guide

Module: Fixed Equipment
Audience: IT administrators, asset coordinators
Version: 1.0.0
Last updated: 2026-07-22

Overview

Predefined kits let you bundle several asset models into one named kit (for example, a new-hire laptop package). You define the kit name, add models with quantities, optionally pre-assign specific serial numbers, then check out the whole kit to a staff member or project in one action.

Prerequisites

Task Permission
View kits Fixed Equipment → Predefined kits → View
Create / edit kits Create / Edit
Check out a kit Create
Delete kits Delete

Step-by-step: Create a kit

  1. Go to Fixed Equipment → Predefined kits.
  2. Click Add.
  3. Enter the Kit name and submit.
  4. Open View on the new row.
  5. Add each Model and Quantity required in the kit.
  6. (Optional) Click Assign asset to map specific serialised assets to each model slot.

Expected result: A kit ready for checkout when sufficient stock exists for each model.

Step-by-step: Check out a kit

  1. On the Predefined kits list, click Check out on the kit row.
  2. Choose Check out to (staff or project), dates, and notes.
  3. Optionally pick a pre-assigned kit instance if you created one.
  4. Submit.

Expected result: All included assets are checked out together; assignment rows may be consumed.

Common issues

Symptom Likely cause What to do
Checkout fails Not enough available assets for a model Free stock or reduce quantity
Cannot add duplicate model One row per model per kit Edit quantity on existing row
Kit name rejected Duplicate kit name Choose a unique name

Related features

  • Assets — individual asset checkout
  • Models — model definitions in Settings
  • Requested — approval may apply to checkouts

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