In Wavity, adding an asset in the Inventory Management is a simple and straightforward process that can be easily completed within the platform.
User with agent access has access to add assets to the inventory. Assets can be added to the inventory in two ways.
Manually – by entering asset details directly into the system.
Import via Excel – by uploading asset information using the Excel Sheets import function.
To add assets from Inventory using Excel, select the Inventory from Quick Links in Agent Persona.
Click on Create dropdown symbol and select the option From Excel.
Select the file from your system to upload (import) it into the application. If the data is successfully processed, a confirmation message will appear on the platform.
If the imported file is incorrect, you will receive a notification saying Records import failed.
To avoid import failure, ensure the following conditions are met:
All data and the template match the selected application.
All required fields are filled out in the correct format.
Column data matches the corresponding columns in the template.
The first row of your file matches the first row of the template sheet.
