Manufacturers are companies that manufacture an asset, while models are specific categories of assets manufactured by a company. Manufacturer records are the parent record for the model records.

Manufacturers

Add a new manufacturer

1. Expand the “Configuration” menu on the sidebar navigation. 
2. Expand the “Lists” menu under “Configuration”.
3. Select the “Manufacturers” menu.
4. Select “Add” to add a manufacturer.
5. Populate the fields.  Data fields with an asterisk (*) are required.
   • Name*: Enter the manufacturer name.
     • The system will not allow manufacturers with duplicate names.
   • Description: Enter a description of the manufacturer.
6. Select “Save” upon completion.

For instructions on how to bulk load manufacturers and models, see Make and Model Import.

Associated Documents

Link the manufacturer to documents by selecting “Add” to upload a new document to this manufacturer. Once added, you may:

• View the document.
• Download the document.
• Edit the document.
• Remove the document from this manufacturer. Removing the document does not delete the document record from the database, it only removes the link between the document and the manufacturer. 

Manage manufacturers

1. Locate the manufacturer record.
2. To the right of each record, under the Actions menu, you may:
   • View detailed information or edit the manufacturer.
   • Download the manufacturer definition for import into another database.
   • Delete the manufacturer.  Manufacturers may be deleted when there are no assets with this manufacturer in the system. If assets with this manufacturer are present in the system, remove those assets first (or reassign their manufacturer) before deleting the manufacturer itself.

Models

Add a new model

Models may only be added to an existing manufacturer; see above for instructions on how to add a new manufacturer.

1. Expand the “Configuration” menu on the sidebar navigation. 
2. Expand the “Lists” menu under “Configuration”.
3. Select the “Manufacturers” menu.
4. Select the first button under the actions menu to “View or edit the models for this manufacturer.”
5. Select “Add” to add a model.
6. Populate the fields.  Data fields with an asterisk (*) are required.
   • Manufacturer*: The manufacturer of this model.
   • Name*: Enter the model name.
     • Duplicate names are allowed if the Asset Types are unique..
   • Asset Type*:  Select the asset type for which this model applies.
   • Description: Enter a description of the model.
   • External Identifier: A unique identifier that represents this record in an external system.
7. Select “Save” upon completion.

Repeat this process when one model applies to multiple asset types.

Associated Assets

Link the model to assets by selecting “Add” to add a new asset to this model. Once added, you may view the asset details by selecting the “View” button under Actions.

Associated Documents

Link the model to documents by selecting “Add” to upload a new document to this model. Once added, you may:

• View the document.
• Download the document.
• Edit the document.
• Remove the document from this model. Removing the document does not delete the document record from the database, it only removes the link between the document and the model. 

Manage models

1. Locate the model record.
2. To the right of each record, under the Actions menu, you may:
   • Edit the model.
   • Delete the model.  Models may be deleted when there are no assets with this model in the system. If assets with this model are present in the system, remove those assets first (or reassign their model) before deleting the model itself.