Generated by All in One SEO v4.9.0, this is an llms.txt file, used by LLMs to index the site. # Asset Optics Facilities, Equipment, and Fleet Maintenance for Salesforce ## Sitemaps - [XML Sitemap](https://assetoptics.com/sitemap.xml): Contains all public & indexable URLs for this website. ## Pages - [Home](https://assetoptics.com/) - What We DoWho We AreView PricingAppExchange ListingWhat We Do AssetOptics provides the leading native Force.com enterprise asset management (EAM) solution available on the Salesforce AppExchange. We enable customers to increase productivity, improve net return on assets, reduce operating expenses and reduce operating risk. AssetOptics Facilities, Equipment and Fleet Maintenance for Salesforce incorporates industry best practices - [Implementation Services](https://assetoptics.com/getting-started/implementation-services/) - Implementation ServicesThe system is intuitive and easy to use. AssetOptics Consulting has the experts, proven track record, and first-hand knowledge of EAM to help you easily meet your implementation objectives. With our assistance, you can bring your system live in days, not months. AssetOptics also partners with other leading salesforce.com ISV and consulting partners to - [Mobile](https://assetoptics.com/platform/mobile/) - MobileStay connected to your business with AssetOptics Mobile. Access asset information, work orders, inventory and more. Features Enter and Update Work Orders Book labor hours Inquire upon and issue inventory Enter meter readings View dashboards and drill down to underlying data Built on Salesforce Mobile Supports iOS and Android Scan barcodes with camera Upload images - [Case Studies](https://assetoptics.com/about-us/news/case-studies/) - Case StudiesRecent Posts CategoriesNews Case Studies Press Releases News Archive2016 - [News 2025](https://assetoptics.com/about-us/news/news-2016/) - News 2016Recent Posts CategoriesNews Case Studies Press Releases News Archive2016 - [Knowledge Bases](https://assetoptics.com/knowledge-bases/) - Choose which version of AssetOptics you are using to proceed to Knowledge Base AssetOptics for Salesforce Lightning Experience AssetOptics for Salesforce Field Service - [Professional Services Agreement](https://assetoptics.com/professional-services-agreement/) - PROFESSIONAL SERVICES AGREEMENT THIS AGREEMENT GOVERNS YOUR PURCHASE AND RECEIPT OF OUR PROFESSIONAL SERVICES. BY ACCEPTING THIS AGREEMENT, EITHER BY CLICKING A BOX INDICATING YOUR ACCEPTANCE OR BY EXECUTING A STATEMENT OF WORK (“SOW”) OR ORDER FORM THAT REFERENCES THIS AGREEMENT, YOU AGREE TO THE TERMS OF THIS AGREEMENT. IF YOU ARE ENTERING INTO THIS - [Master Subscription Agreement](https://assetoptics.com/try/master-subscription-agreement/) - [Confidentiality Agreement](https://assetoptics.com/confidentiality-agreement/) - [Buy](https://assetoptics.com/buy/) - AssetOptics CMMS/EAM $250/month org fee + $95/User/Month (includes Salesforce Platform license) Asset Management Location and Asset Hierarchies Components / Rotating Spares Equipment BOM’s Meter Management Work Order History Inventory Management Stock Items Supplier Management Manufacturer Cross-References Demand Driven Replenishment Cycle Counting Multi-Site Storerooms Planning and Scheduling Work Order Task Scheduling Labor Planning and Scheduling Parts - [AssetOptics for Salesforce Field Service](https://assetoptics.com/aofsl/) - AssetOptics for Salesforce Field Service (aofsl namespace) How Can We Help? Asset Management Noun-Modifier Attribute Pairs on Assets Serialized Product Inventory Product Items Inter-Inventory Location Transfer Orders Product Items Product Requests Products Purchasing Product Requests Product Requests Products Product Requests Products Purchasing Inter-Inventory Location Transfer Orders Product Items Purchasing Transfer Orders Inter-Inventory Location Transfer Orders - [Online Courses](https://assetoptics.com/help/online-courses/) - Enroll in our FREE Quick Start Training Courses to being using Asset Optics right away! - [AssetOptics for Lightning Experience](https://assetoptics.com/aolex/) - AssetOptics for Salesforce Lightning Experience (sm1a namespace) Filter by categories Clear Results Asset Management Getting Started Parts Inventory Preventive Maintenance Purchasing Release Notes Setup & Configuration Work Management Getting Started 1 article Asset Management 6 articles Preventive Maintenance 6 articles Work Management 2 articles Parts Inventory 6 articles Purchasing 4 articles Setup & Configuration Articles - [Partners](https://assetoptics.com/about-us/partners/) - PartnersAccounting Seed is the only 100% Native Accounting and ERP application built from the ground up exclusively for the Force.com platform. Our goal is to allow customers to build world-class business management solutions on the Force.com platform with a reliable and affordable accounting and order and inventory management package seamlessly integrated. We combine CRM and - [Create a Support Ticket](https://assetoptics.com/help/create-a-support-ticket/) - Create a Support Ticket NameCompanyEmail PhoneCase SubjectSteps to Reproduce IssueSolution AreaAsset ManagementPreventive Maintenance SchedulingWork OrdersInventory ManagementPurchasingReports & DashboardsWorkflowSalesforce 1 MobileOtherCaptchaTo prevent spam, please type the text above in the box provided. Δ - [Knowledge Base](https://assetoptics.com/knowledge-base/) - [Customers](https://assetoptics.com/about-us/customers/) - CustomersAdvaco Your trusted source for vacuum pump repair for over 40 years. From standard preventative maintenance rebuilds to major overhauls, ADVACO offers the most comprehensive, reliable and cost effective vacuum equipment service solutions available. Our facility is equipped with state-of-the-art technology and equipment, which enables us to offer service that is unsurpassed in the industry. - [Upcoming Webinars](https://assetoptics.com/upcoming-webinars/) - Upcoming WebinarsThe #1 enterprise asset management solution on the Salesforce AppExchange, AssetOptics enables preventive maintenance scheduling, break-fix repair and MRO inventory management for facilities, equipment & fleet maintenance. Join us for a 60 minute demonstration. There are currently no scheduled webinars. Please view the recorded webinars on the AssetOptics YouTube channel and Contact Us for - [Contact](https://assetoptics.com/contact/) - Contact AssetOptics Name* First Last TitleEmail* Company*PhoneAddress Street Address City State / Province / Region ZIP / Postal Code AfghanistanAlbaniaAlgeriaAmerican SamoaAndorraAngolaAnguillaAntarcticaAntigua and BarbudaArgentinaArmeniaArubaAustraliaAustriaAzerbaijanBahamasBahrainBangladeshBarbadosBelarusBelgiumBelizeBeninBermudaBhutanBoliviaBonaire, Sint Eustatius and SabaBosnia and HerzegovinaBotswanaBouvet IslandBrazilBritish Indian Ocean TerritoryBrunei DarussalamBulgariaBurkina FasoBurundiCabo VerdeCambodiaCameroonCanadaCayman IslandsCentral African RepublicChadChileChinaChristmas IslandCocos IslandsColombiaComorosCongoCongo, Democratic Republic of theCook IslandsCosta RicaCroatiaCubaCuraçaoCyprusCzechiaCôte d'IvoireDenmarkDjiboutiDominicaDominican RepublicEcuadorEgyptEl SalvadorEquatorial GuineaEritreaEstoniaEswatiniEthiopiaFalkland IslandsFaroe IslandsFijiFinlandFranceFrench GuianaFrench PolynesiaFrench - [Screencasts](https://assetoptics.com/screencasts/) - DemoScreencasts The best way to see the AssetOptics EAM solution is with a live demonstration from the comfort of your own PC – and we welcome the opportunity to demonstrate the software for you. But if you are pressed for time – or just want to see a little more before requesting a live demo - [Work Management](https://assetoptics.com/products/work-management/) - Work ManagementAssetOptics work management enables you to manually create work requests and work orders, or easily copy an existing work order or work order template. Full integration to inventory allows status based commitment processing so that you can synchronize your supply chain activities. Manage documents on work orders to build complete work packages. Leverage the - [Careers](https://assetoptics.com/about-us/careers/) - CareersAssetOptics is the leading provider of Enterprise Asset Management solutions built natively and delivered upon the saleforce.com cloud computing platform, Force.com. With customers in 11 countries, AssetOptics has a proven track record in delivering business value through its maintenance management, supply chain and Force.com technology domain expertise. Our employees enjoy: A competitive salary with incentive - [News](https://assetoptics.com/about-us/news/) - NewsRecent Posts CategoriesNews Case Studies Press Releases News Archive2016 - [Cloud Computing](https://assetoptics.com/platform/cloud-computing/) - The Benefits of Cloud ComputingMaintenance users have historically purchased licensed software; requiring them to buy, build, and maintain expensive IT infrastructures. Cloud Computing offers a better alternative and a way to subscribe to services built on a shared infrastructure via the Internet. Here are just some of the many benefits of the Cloud Computing model: - [Press Releases](https://assetoptics.com/about-us/news/press-releases/) - Press ReleasesRecent Posts CategoriesNews Case Studies Press Releases News Archive2016 - [Sample Page](https://assetoptics.com/sample-page/) - This is an example page. It's different from a blog post because it will stay in one place and will show up in your site navigation (in most themes). Most people start with an About page that introduces them to potential site visitors. It might say something like this: Hi there! I'm a bike messenger - [Success](https://assetoptics.com/try/success/) - Successful Sign Up ConfirmationThank you for signing up to try Asset Optics. Please check your email Inbox for your login credentials. Buy AssetOpticsExtend ROI, visibility and efficiency with the most powerful EAM platform built natively for Salesforce.Click for PricingTry AssetOpticsExperience AssetOptics' intuitive functionality and ease of use at your firm–without spending a dime.Learn How!See a - [Knowledgebase](https://assetoptics.com/help/knowledgebase/) - Knowledgebase - [Training Videos](https://assetoptics.com/help/training-videos/) - [Unsuccessful](https://assetoptics.com/try/unsuccessful/) - Sign Up UnsuccessfulYour attempt was unsuccessful. Please click here to try again. Buy AssetOpticsExtend ROI, visibility and efficiency with the most powerful EAM platform built natively for Salesforce.Click for PricingTry AssetOpticsExperience AssetOptics' intuitive functionality and ease of use at your firm–without spending a dime.Learn How!See a Live DemoThe best way to see the AssetOptics EAM - [Contact New](https://assetoptics.com/contact-new/) - Contact UsMaintenance users have historically purchased licensed software; requiring them to buy, build, and maintain expensive IT infrastructures. Cloud Computing offers a better alternative and a way to subscribe to services built on a shared infrastructure via the Internet. Buy AssetOpticsExtend ROI, visibility and efficiency with the most powerful EAM platform built natively for Salesforce.Click - [Privacy Policy](https://assetoptics.com/privacy-policy/) - Privacy PolicyCollected Information AssetOptics.com is committed to protecting personal information and will make reasonable effort to protect your privacy. Personal information is not automatically collected unless you intentionally submit it to us using one of the forms supplied on our website for the purpose of requesting a demo, requesting a trial or requesting a subscription. - [Company Overview](https://assetoptics.com/about-us/company-overview/) - Company OverviewWe Understand The Business of Enterprise Asset Management AssetOptics was founded by a former engineering professional who understands the needs of the maintenance management community and a former software professional who knows how to deliver robust, affordable software solutions. Today our tight knit management team boasts a customer-first approach to product development. Our small - [Platform Terms of Use](https://assetoptics.com/try/platform-terms-of-use/) - Platform Terms of UsePlatform Terms of Use SFDC Service Agreement “AppExchange” means the online directory of on-demand applications that work with the Service, located at http://www.appexchange.com or at any successor websites. “Reseller” means SaaS Maint, LLC dba AssetOptics “Reseller Application means AssetOptics Facilities, Equipment and Fleet Maintenance for Salesforce. “Platform” means the online, Web-based platform - [Search Solutions Database](https://assetoptics.com/help/search-solutions-database/) - Search Solutions Database - [Inventory Management](https://assetoptics.com/products/inventory-management/) - Inventory ManagementIdentify and track all of your stock item inventory with AssetOptics Inventory Management. Enforce inventory replenishment policies through minimum stocking quantities. Effectively manage inventory transactions to support complete management of on hand, available, on order, and replenishment order requirements. Inventory Management is fully integrated to Work Management and Procurement for demand driven replenishment processing. - [Dashboard & KPI](https://assetoptics.com/platform/dashboard-kpi/) - Dashboard & KPIGet an at-a-glance personalized view of your maintenance business. Dashboards graphically display your maintenance team’s key performance indicators. Personalize them by department, role, or even individual – so everyone sees their most important & relevant information. Features Custom layouts; Graphs, Bar Charts, Pie Charts, Gauges, Tables Drill-thru to underlying data Real-time data integration - [Document Management](https://assetoptics.com/platform/document-management/) - Document ManagementWith document management, you’ll save time and money by providing easy access to important information – all online and available to everyone in real-time. You’ll reduce the risks and wasted time associated with handling paper-based documents and you’ll ensure compliance with important regulatory and business processes. Features Powerful keyword based search features Flexible and - [Reporting](https://assetoptics.com/platform/reporting/) - ReportingWith AssetOptics you can easily generate reports containing the information that’s most important to you. Choose from a large number of standard reports available out of the box or create the reports you need with ease. Features Charting options Custom layouts; List Views, Summaries, Matrix Reports Dynamic Date range selections Drag and Drop Field selection - [Workflow](https://assetoptics.com/platform/workflow/) - WorkflowWith AssetOptics, your maintenance organization’s efficiency and consistency will greatly improve. You will get greater control over routine activities, automate approvals, reduce approval wait time and ensure adherence to your business processes. Features Business event triggers Customer rules and calculations Mobile integration Point and click configuration Template based email notifications Real-time alerts Time and date - [Asset Management](https://assetoptics.com/products/asset-management/) - Asset ManagementGet a complete picture of all your assets at a glance – including asset classifications, nameplate data, warranty information and asset bills of materials. Easily define hierarchical relationships for your assets and catalog your locations, equipment and components. Leverage the robust capabilities of Asset Management in concert with Preventive Maintenance and Work Management to - [Try](https://assetoptics.com/try/) - Sign Up for a Free 30 Day Trial Name* First Last Title*Email* Phone*Company*Country*AfghanistanAlbaniaAlgeriaAmerican SamoaAndorraAngolaAntigua and BarbudaArgentinaArmeniaAustraliaAustriaAzerbaijanBahamasBahrainBangladeshBarbadosBelarusBelgiumBelizeBeninBermudaBhutanBoliviaBosnia and HerzegovinaBotswanaBrazilBruneiBulgariaBurkina FasoBurundiCambodiaCameroonCanadaCape VerdeCayman IslandsCentral African RepublicChadChileChinaColombiaComorosCongo, Democratic Republic of theCongo, Republic of theCosta RicaCôte d'IvoireCroatiaCubaCyprusCzech RepublicDenmarkDjiboutiDominicaDominican RepublicEast TimorEcuadorEgyptEl SalvadorEquatorial GuineaEritreaEstoniaEthiopiaFaroe IslandsFijiFinlandFranceFrench PolynesiaGabonGambiaGeorgiaGermanyGhanaGreeceGreenlandGrenadaGuamGuatemalaGuineaGuinea-BissauGuyanaHaitiHondurasHong KongHungaryIcelandIndiaIndonesiaIranIraqIrelandIsraelItalyJamaicaJapanJordanKazakhstanKenyaKiribatiNorth KoreaSouth KoreaKosovoKuwaitKyrgyzstanLaosLatviaLebanonLesothoLiberiaLibyaLiechtensteinLithuaniaLuxembourgMacedoniaMadagascarMalawiMalaysiaMaldivesMaliMaltaMarshall IslandsMauritaniaMauritiusMexicoMicronesiaMoldovaMonacoMongoliaMontenegroMoroccoMozambiqueMyanmarNamibiaNauruNepalNetherlandsNew ZealandNicaraguaNigerNigeriaNorthern Mariana IslandsNorwayOmanPakistanPalauPalestine, State ofPanamaPapua New GuineaParaguayPeruPhilippinesPolandPortugalPuerto RicoQatarRomaniaRussiaRwandaSaint Kitts and NevisSaint LuciaSaint - [MRO Procurement](https://assetoptics.com/products/mro-procurement/) - MRO ProcurementAssetOptics delivers a stock item and service catalog based purchasing solution that is fully integrated with inventory and work orders. Advanced features such as automatic requisition creation for stock items streamlines your procurement process to reduce administrative burden and lower costs. Features Purchase requisitions with criteria based approval processing System generated requisitions for stock - [Planning & Scheduling](https://assetoptics.com/products/planning-scheduling/) - Planning & SchedulingGenerate a daily work list – by assigning scheduled work order tasks to a crew or an individual. Project future parts requirements for more effective MRO purchasing and inventory management. Project future labor requirements to ensure the optimal mix of planned internal and outside contract labor. Features Integration to MRO Inventory Labor, Materials - [Preventive Maintenance](https://assetoptics.com/products/preventive-maintenance/) - Preventive MaintenanceManage maintenance events proactively – through the use of flexible schedule models. Leverage model work orders to define common and recurring parts, labor and detailed work instructions. AssetOptics provides everything you need to implement an effective preventive maintenance strategy. Features Reusable Model Work Orders Calendar & Meter Based Scheduling Fixed/Floating Calendar Intervals PM Group - [Data Migration](https://assetoptics.com/getting-started/data-migration/) - Data MigrationWe have the tools you need to quickly move your existing data from your legacy system into the AssetOptics cloud. Just provide your data in a specific format, and we’ll quickly and programmatically populate all of the required AssetOptics objects and data fields. It’s that simple. Want to manage this process yourself? No problem - [Training](https://assetoptics.com/getting-started/training/) - TrainingTo start building your AssetOptics skills, take advantage of our training services. Project team training and end user training are available on-site or through online web based sessions. Since our solution is built on the Force.com platform, leverage additional resources from salesforce.com. Administrator and Developer Certifications programs are available. GETTING STARTEDData Migration Implementation Services Training - [Help](https://assetoptics.com/help/) - [About Us](https://assetoptics.com/about-us/) - [Events](https://assetoptics.com/events/) - [Getting Started](https://assetoptics.com/getting-started/) - [Products](https://assetoptics.com/products/) - [Platform](https://assetoptics.com/platform/) ## Courses - [MRO Purchasing](https://assetoptics.com/courses/mro-purchasing/) - An introduction to Maintenance, Repair, and Operations (MRO) Purchasing using AssetOptics. In this course you learn about Purchase Requisitions (PR) and Purchase Orders (PO). You will learn the difference between PO Stock Items and PO Misc Costs. You will submit a PR for approval and follow the PO's status from approval to release to receipt. - [MRO Inventory Management](https://assetoptics.com/courses/mro-inventory-management/) - An introduction to Maintenance, Repair, and Operations (MRO) Inventory Management using AssetOptics. After reviewing basic terminology associated with inventory management, you will learn how to create Item Masters and Stock Items. You will also learn how Stock Items are issued and how their replenishment levels are calculated. This course supplements the Quick Start Training Presentation - [Advanced Preventive Maintenance Scheduling](https://assetoptics.com/courses/advanced-preventive-maintenance-scheduling/) - An introduction to Preventive Maintenance Group Schedules and Preventive Maintenance Routes using AssetOptics. In the PM Group Schedules lesson you will learn how to build a hierarchical preventive maintenance schedule whereby larger calendar interval PMs override shorter interval PMs. In the PM Routes lesson you will learn how to apply a single Work Task to - [Preventive Maintenance Scheduling](https://assetoptics.com/courses/preventive-maintenance-scheduling/) - An introduction to Preventive Maintenance Scheduling using AssetOptics. In this course you will learn about Calendar- and Meter-based PM Schedules. This course supplements the more in-depth Quick Start Training Presentation (download). You should also complete the Quick Start Training Exercise (download) in your own training org. - [Work Management](https://assetoptics.com/courses/work-management/) - An introduction to Work Management using AssetOptics. You will learn about the Work Management Data Model, basic Work Order Terminology, and Work Order Record Types. This course supplements the more in-depth Quick Start Training Presentation (download). You should also complete the Quick Start Training Exercise (download) in your own training org. - [Asset Management](https://assetoptics.com/courses/asset-management/) - An introduction to Asset Management using AssetOptics. You will learn about Equipment/Asset records, Asset Hierarchies, Asset Groups, Locations and Location Hierarchies. This course supplements the more in-depth Quick Start Training Presentation (download). You should also complete the Quick Start Training Exercise (download) in your own training org. ## Lessons - [Inventory Management Stock Items](https://assetoptics.com/courses/mro-inventory-management/lessons/inventory-management-stock-items/) - Learning Objectives How to create a Stock Item Understanding replenishment Issuing Stock Items to a Work Order using an SIR Issuing Stock Items to a Work Order directly After watching the video, complete the quiz and the self-certification. - [Purchase Order Receiving](https://assetoptics.com/courses/mro-purchasing/lessons/purchase-order-receiving/) - Learning Objectives How to receive "bulk" inventory items How to receive serialized inventory items How to reduce the Order Quantity of a PO line after PO Release After watching the video, complete the quiz and the self-certification. - [Purchase Order Status Flow](https://assetoptics.com/courses/mro-purchasing/lessons/purchase-order-status-flow/) - Learning Objectives Understand how a Purchase Requisition is approved How to update the status of a PO using Flow How to review Inventory Transactions on a Stock Item After watching the video, complete the quiz and continue to the next lesson. - [Introduction to Purchasing](https://assetoptics.com/courses/mro-purchasing/lessons/introduction-to-purchasing/) - Learning Objectives Understand the basic structure of a Purchase Requisition/Purchase Order The difference between PO Stock Lines and PO Service Lines How to submit a Purchase Requisition for approval After watching the video, complete the quiz and continue to the next lesson. - [Inventory Management Getting Started](https://assetoptics.com/courses/mro-inventory-management/lessons/inventory-management-getting-started/) - Learning Objectives Learn how to create an Item Master Understand optional fields on the Item Master Record Creating a Storeroom After watching the video, complete the quiz and continue to the next lesson. - [Inventory Management Terminology](https://assetoptics.com/courses/mro-inventory-management/lessons/inventory-management-terminology/) - Learning Objectives Learn the definitions of basic inventory management terms in AssetOptics Understand the purpose of using Item Masters Learn the different types of Inventory Transactions After watching the video, complete the quiz and continue to the next lesson. - [PM Routes](https://assetoptics.com/courses/advanced-preventive-maintenance-scheduling/lessons/pm-routes/) - Learning Objectives When are PM Routes preferable to PM Schedules Adding Route Stops to a PM Route Completing PM Route via Work Flow automation After watching the video, complete the quiz and continue to the final self-certification. - [PM Group Schedules](https://assetoptics.com/courses/advanced-preventive-maintenance-scheduling/lessons/pm-group-schedules/) - Learning Objectives Definition of a PM Group Schedule Hierarchy, Suppression, and Group Details Importance of "Starting Month" After watching the video, complete the quiz and continue to the next lesson. - [Creating a Meter-Based PM Schedule](https://assetoptics.com/courses/preventive-maintenance-scheduling/lessons/creating-a-meter-based-pm-schedule/) - Learning Objectives Creating a Meter & Meters Readings Understanding the parameters of a Meter-Based PM Schedule After watching the video, complete the Quiz for this lesson then proceed to the Final Quiz. - [Creating a Calendar-Based PM Schedule](https://assetoptics.com/courses/preventive-maintenance-scheduling/lessons/creating-a-calendar-based-pm-schedule/) - Learning Objectives Create a PM Schedule using a Model Work Order Understanding Scheduling Criteria Activating and Releasing Preventive Work Orders After watching the video, complete the quiz and continue to the next lesson. - [Preventive Maintenance Introduction](https://assetoptics.com/courses/preventive-maintenance-scheduling/lessons/preventive-maintenance-introduction/) - Learning Objectives Fixed-Interval vs. Floating Interval PM Schedules Required Elements of a PM Schedule Creating a Model Work Order After watching the video, complete the quiz and continue to the next lesson. - [Instructions & Work Tasks](https://assetoptics.com/courses/work-management/lessons/instructions-work-tasks/) - Learning Objectives Creating & editing work instructions Using Work Tasks Purpose & use of Standard Work Tasks After watching the video, complete the quiz and then proceed to the Quick Start Training Exercise for Work Management. - [Creating a Work Order](https://assetoptics.com/courses/work-management/lessons/creating-a-work-order/) - Learning Objectives Review Work Order Terminology How to Create a Corrective Work Order Adding Planned Stock to a Work Order Issuing Stock Items to a Work Order Recording Task Labor After watching the video, complete the quiz for this lesson. - [Data Model & Definitions](https://assetoptics.com/courses/work-management/lessons/data-model-definitions/) - Learning Objectives Overview of the Work Management Data Model What is a Work Order? Work Order field definitions Work Order Record Types After watching the video, proceed to Quiz 1. - [Asset Groups](https://assetoptics.com/courses/asset-management/lessons/asset-groups/) - Learning Objectives Definition of "Asset Group" Understanding how Asset Groups enhance productivity Relationship between Asset Groups and other AssetOptics objects After watching the video, try to replicate the steps performed in your own training org. Step-by-step instructions are included in the Quick Start Training Exercise. - [Locations & Location Hierarchies](https://assetoptics.com/courses/asset-management/lessons/locations-location-hierarchies/) - Learning Objectives Definition of "Location" Purpose of using Location Creating a Location Hierarchy After watching the video, try to replicate the steps performed in your own training org. Step-by-step instructions are included in the Quick Start Training Exercise. - [Creating Equipment/Asset Records](https://assetoptics.com/courses/asset-management/lessons/creating-equipment-asset-records/) - Learning Objectives Learn to create an Equipment/Asset record Specifying different Record Types Creating an asset hierarchy After watching the video, try to replicate the steps performed in your own training org. Step-by-step instructions are included in the Quick Start Training Exercise. - [Introduction to Equipment/Asset](https://assetoptics.com/courses/asset-management/lessons/introduction-to-equipment-asset/) - Learning Objectives Definition of "Equipment/Asset" Navigating tabs and adjusting list views Review the sections and fields on a record page After watching the video, try to replicate the steps described in your own training org. - [MRO Procurement](https://assetoptics.com/lessons/mro-procurement/) - [MRO Inventory Management](https://assetoptics.com/lessons/mro-inventory-management/) - [Work Management](https://assetoptics.com/lessons/work-management/) - [Preventive Maintenance](https://assetoptics.com/lessons/preventive-maintenance/) ## Topics - [PM Routes](https://assetoptics.com/topic/pm-routes/) - [Purchasing Accounting](https://assetoptics.com/topic/purchasing-accounting/) - [Non-Stock/Services Purchasing](https://assetoptics.com/topic/non-stock-services-purchasing/) - [Stock Item Purchasing](https://assetoptics.com/topic/stock-item-purchasing/) - [Storerooms](https://assetoptics.com/topic/storerooms/) - [Stock Inventory](https://assetoptics.com/topic/stock-inventory/) - [Inventory Accounting](https://assetoptics.com/topic/inventory-accounting/) - [Bills of Materials](https://assetoptics.com/topic/bills-of-materials/) - [Work Orders](https://assetoptics.com/topic/work-orders/) - [Time Tracking](https://assetoptics.com/topic/time-tracking/) - [Dispatching](https://assetoptics.com/topic/dispatching/) - [PM Group Scheduling](https://assetoptics.com/topic/pm-group-scheduling/) - [Meter Based PM Scheduling](https://assetoptics.com/topic/meter-based-pm-scheduling/) - [Calendar Based PM Scheduling](https://assetoptics.com/topic/calendar-based-pm-scheduling/) - [Asset Groups](https://assetoptics.com/topic/asset-groups/) - [Meters](https://assetoptics.com/topic/meters/) - [Facilities](https://assetoptics.com/topic/facilities/) - [Locations](https://assetoptics.com/topic/locations/) - [Equipment/Assets](https://assetoptics.com/topic/equipment-assets/) ## Quizzes - [Inventory Management Quiz 3](https://assetoptics.com/courses/mro-inventory-management/lessons/inventory-management-stock-items/quizzes/inventory-management-quiz-3/) - [Purchasing Quiz 3](https://assetoptics.com/courses/mro-purchasing/lessons/purchase-order-receiving/quizzes/purchasing-quiz-3/) - [MRO Purchasing Self-Certification](https://assetoptics.com/courses/mro-purchasing/quizzes/mro-purchasing-self-certification/) - [Purchasing Quiz 2](https://assetoptics.com/courses/mro-purchasing/lessons/purchase-order-status-flow/quizzes/purchasing-quiz-2/) - [Purchasing Quiz 1](https://assetoptics.com/courses/mro-purchasing/lessons/introduction-to-purchasing/quizzes/purchasing-quiz-1/) - [Inventory Management Self-Certification](https://assetoptics.com/courses/mro-inventory-management/quizzes/inventory-management-self-certification/) - [Inventory Management Quiz 2](https://assetoptics.com/courses/mro-inventory-management/lessons/inventory-management-getting-started/quizzes/inventory-management-quiz-2/) - [Inventory Management Quiz 1](https://assetoptics.com/courses/mro-inventory-management/lessons/inventory-management-terminology/quizzes/inventory-management-quiz-1/) - [Advanced PM Scheduling Self-Certification](https://assetoptics.com/courses/advanced-preventive-maintenance-scheduling/quizzes/advanced-pm-scheduling-self-certification/) - [Preventive Maintenance Self-Certification](https://assetoptics.com/courses/preventive-maintenance-scheduling/quizzes/preventive-maintenance-self-certification/) - [PM Routes Quiz](https://assetoptics.com/courses/advanced-preventive-maintenance-scheduling/lessons/pm-routes/quizzes/pm-routes-quiz/) - [PM Group Schedules Quiz](https://assetoptics.com/courses/advanced-preventive-maintenance-scheduling/lessons/pm-group-schedules/quizzes/pm-group-schedules/) - [Preventive Maintenance Quiz 3](https://assetoptics.com/courses/preventive-maintenance-scheduling/lessons/creating-a-meter-based-pm-schedule/quizzes/preventive-maintenance-quiz-3/) - [Preventive Maintenance Quiz 2](https://assetoptics.com/courses/preventive-maintenance-scheduling/lessons/creating-a-calendar-based-pm-schedule/quizzes/preventive-maintenance-quiz-2/) - [Preventive Maintenance Quiz 1](https://assetoptics.com/courses/preventive-maintenance-scheduling/lessons/preventive-maintenance-introduction/quizzes/preventive-maintenance-quiz-1/) - [Work Management Self Certification](https://assetoptics.com/courses/work-management/quizzes/work-management-self-certification/) - [Asset Management Self Certification](https://assetoptics.com/courses/asset-management/quizzes/asset-management-self-certification/) - [Work Management Quiz 3](https://assetoptics.com/courses/work-management/lessons/instructions-work-tasks/quizzes/work-management-quiz-3/) - [Work Management Quiz 2](https://assetoptics.com/courses/work-management/lessons/creating-a-work-order/quizzes/work-management-quiz-2/) - [Work Management Quiz 1](https://assetoptics.com/courses/work-management/lessons/data-model-definitions/quizzes/work-mgt-quiz-1/) - [Asset Management Quiz 4](https://assetoptics.com/courses/asset-management/lessons/asset-groups/quizzes/quiz-4/) - [Asset Management Quiz 3](https://assetoptics.com/courses/asset-management/lessons/locations-location-hierarchies/quizzes/quiz-3/) - [Asset Management Quiz 2](https://assetoptics.com/courses/asset-management/lessons/creating-equipment-asset-records/quizzes/quiz-2/) - [Asset Management Quiz 1](https://assetoptics.com/courses/asset-management/lessons/introduction-to-equipment-asset/quizzes/quiz-1/) - [Mash Mixer Pump Quiz](https://assetoptics.com/quizzes/mash-mixer-pump-quiz/) ## AssetOptics for Lightning Experience - [Inventory Replenishment Calculations](https://assetoptics.com/aolex/inventory-replenishment-calculations/) - Overview AssetOptics can help your business maintain sufficient available quantities of spare parts and consumables (Stock Items) by calculating suggested reorder amounts subject to parameters you define on the Stock Item record. Whenever the sum of Available Quantity and On Order Quantity of a Stock Item falls below the Reorder Point, a Quantity to Reorder - [Vendor Case Packs](https://assetoptics.com/aolex/vendor-case-packs/) - Overview A Vendor Case Pack (VCP) enables users to specify and track multiple vendors from which a Stock Item is purchased, along with the packaging configurations for the Stock Item (i.e., Purchase Pack Quantity, Purchase Unit of Measure, Purchase Description, Vendor Item Number, and Purchase Price). Since multiple Vendor Case Packs can be recorded for - [Noun-Modifier Attribute Pairs on Equipment/Assets](https://assetoptics.com/aolex/noun-modifier-attribute-pairs-on-equipment-assets/) - Capture Asset Attributes Using Noun-Modifier Attribute pairs Nouns, Modifiers and Attributes enable a user to create, through data records in lieu of custom fields, attribute definitions and values that can be tracked on Equipment/Asset records (and similarly on Item Masters). Nouns, Modifiers and Attributes are three objects in successive Master-Detail relationship. Once a Noun-Modifier pair - [Stock Issue Requests](https://assetoptics.com/aolex/stock-issue-requests/) - Overview There are multiple ways to issue Stock Items (parts) to a Work Order. On the Work Order, the Issue Stock Item button can be invoked from the highlights panel. Similarly, on a Stock Item record page, the New Inventory Transaction button can be invoked, and an Issue transaction can be performed and a Work - [Release Notes Ver 3.6 Mar 2022](https://assetoptics.com/aolex/release-notes-ver-3-6-mar-2022/) - How to use these Release Notes The release notes are organized by solution area. The UC identifier refers to a specific Use Case within the AssetOptics software development lifecycle (SDLC). An explanation of the Use Case and delivered functionality follow. If there are any configuration requirements, they will be listed in the Setup Requirements following - [Release Notes Ver 3.5 Mar 2022](https://assetoptics.com/aolex/release-notes-ver-3-5-mar-2022/) - How to use these Release Notes The release notes are organized by solution area. The UC identifier refers to a specific Use Case within the AssetOptics software development lifecycle (SDLC). An explanation of the Use Case and delivered functionality follow. If there are any configuration requirements, they will be listed in the Setup Requirements following - [Inter-Storeroom Transfer Orders](https://assetoptics.com/aolex/inter-storeroom-transfer-orders/) - Overview If you manage multiple Storerooms and satellite Storerooms are replenished from a primary Storeroom, you will process Transfer Orders to fulfill inventory demand from the satellite Storerooms. A satellite Storeroom can be a fixed location or a mobile location like a service vehicle. There are two types of Transfer Orders: Transfer Out and Transfer - [Release Notes Ver 3.4 Feb 2022](https://assetoptics.com/aolex/release-notes-ver-3-4-feb-2022/) - How to use these Release Notes The release notes are organized by solution area. The UC identifier refers to a specific Use Case within the AssetOptics software development lifecycle (SDLC). An explanation of the Use Case and delivered functionality follow. If there are any configuration requirements, they will be listed in the Setup Requirements following - [Release Notes Ver 3.3 Jan 2022](https://assetoptics.com/aolex/release-notes-ver-3-3-jan-2022/) - How to use these Release Notes The release notes are organized by solution area. The UC identifier refers to a specific Use Case within the AssetOptics software development lifecycle (SDLC). An explanation of the Use Case and delivered functionality follow. If there are any configuration requirements, they will be listed in the Setup Requirements following - [Release Notes Ver 3.1 May 2021](https://assetoptics.com/aolex/release-notes-ver-3-1-may-2021/) - How to use these Release Notes The release notes are organized by solution area. The UC identifier refers to a specific Use Case within the AssetOptics software development lifecycle (SDLC). An explanation of the Use Case and delivered functionality follow. If there are any configuration requirements, they will be listed in the Setup Requirements following - [Release Notes Ver 3.0 Nov 2020](https://assetoptics.com/aolex/release-notes-ver-3-0-nov-2020/) - How to use these Release Notes The release notes are organized by solution area. The UC identifier refers to a specific Use Case within the AssetOptics software development lifecycle (SDLC). An explanation of the Use Case and delivered functionality follow. If there are any configuration requirements, they will be listed in the Setup Requirements following - [Release Notes Ver 3.2 Jul 2021](https://assetoptics.com/aolex/release-notes-ver-3-2-jul-2021/) - How to use these Release Notes The release notes are organized by solution area. The UC identifier refers to a specific Use Case within the AssetOptics software development lifecycle (SDLC). An explanation of the Use Case and delivered functionality follow. If there are any configuration requirements, they will be listed in the Setup Requirements following - [Serialized Inventory Management](https://assetoptics.com/aolex/serialized-inventory-management/) - Overview AssetOptics provides the ability the ability to manage both bulk stock inventory and serialized inventory. Bulk stock inventory tracks the on-hand quantity for a part within a specific inventory location. If there is an on-hand quantity of two or more, there is no difference between the physical items, and it does not matter which - [Release Notes Ver 2.1 Mar 2019](https://assetoptics.com/aolex/release-notes-ver-2-1-mar-2019/) - How to use these Release Notes The release notes are organized by solution area. The UC identifier refers to a specific Use Case within the AssetOptics software development lifecycle (SDLC). An explanation of the Use Case and delivered functionality follow. If there are any configuration requirements, they will be listed in the Setup Requirements following - [Release Notes Ver 2.0 Dec 2018](https://assetoptics.com/aolex/release-notes-ver-2-0-dec-2018/) - AssetOptics for Salesforce Lightning Version 2.0 Release Notes Release Date – Dec 2018 How to use these Release Notes The release notes are organized by solution area. The UC identifier refers to a specific Use Case within the AssetOptics software development lifecycle (SDLC). An explanation of the Use Case and delivered functionality follow. If there - [Types of Preventive Maintenance Schedules](https://assetoptics.com/aolex/types-of-preventive-maintenance-schedules/) - AssetOptics provides multiple preventive maintenance scheduling methodologies. Calendar-based fixed interval PM Schedules where the Due Date for the next PM Work Order is determined by adding the PM Schedule Calendar Interval to the Due Date of the prior PM Work Order. Calendar-based floating interval PM Schedules where the Due Date for the next PM Work - [Model Work Orders (work order templates)](https://assetoptics.com/aolex/model-work-orders-work-order-templates/) - Model Work Orders are pre-defined work order templates used in the preventive maintenance scheduling process. Similar to all other Work Order record types, Model Work Orders can contain multiple Work Tasks and Planned Stock. Model Work Orders can be organized by Asset Group. Creating a new Model Work Order From the Work Order tab, click - [Release Notes Ver 2.14 Sep 2020](https://assetoptics.com/aolex/release-notes-ver-2-14-sep-2020/) - How to use these Release Notes The release notes are organized by solution area. The UC identifier refers to a specific Use Case within the AssetOptics software development lifecycle (SDLC). An explanation of the Use Case and delivered functionality follow. If there are any configuration requirements, they will be listed in the Setup Requirements following - [Release Notes Ver 2.13 Sep 2020](https://assetoptics.com/aolex/release-notes-ver-2-13-sep-2020/) - How to use these Release Notes The release notes are organized by solution area. The UC identifier refers to a specific Use Case within the AssetOptics software development lifecycle (SDLC). An explanation of the Use Case and delivered functionality follow. If there are any configuration requirements, they will be listed in the Setup Requirements following - [Release Notes Ver 2.12 Aug 2020](https://assetoptics.com/aolex/release-notes-ver-2-12-aug-2020/) - How to use these Release Notes The release notes are organized by solution area. The UC identifier refers to a specific Use Case within the AssetOptics software development lifecycle (SDLC). An explanation of the Use Case and delivered functionality follow. If there are any configuration requirements, they will be listed in the Setup Requirements following - [Release Notes Ver 2.11 Aug 2020](https://assetoptics.com/aolex/release-notes-ver-2-11-aug-2020/) - How to use these Release Notes The release notes are organized by solution area. The UC identifier refers to a specific Use Case within the AssetOptics software development lifecycle (SDLC). An explanation of the Use Case and delivered functionality follow. If there are any configuration requirements, they will be listed in the Setup Requirements following - [Release Notes Ver 2.10 Jul 2020](https://assetoptics.com/aolex/release-notes-ver-2-10-jul-2020/) - How to use these Release Notes The release notes are organized by solution area. The UC identifier refers to a specific Use Case within the AssetOptics software development lifecycle (SDLC). An explanation of the Use Case and delivered functionality follow. If there are any configuration requirements, they will be listed in the Setup Requirements following - [Release Notes Ver 2.9 May 2020](https://assetoptics.com/aolex/release-notes-ver-2-9-may-2020/) - How to use these Release Notes The release notes are organized by solution area. The UC identifier refers to a specific Use Case within the AssetOptics software development lifecycle (SDLC). An explanation of the Use Case and delivered functionality follow. If there are any configuration requirements, they will be listed in the Setup Requirements following - [Release Notes Ver 2.8 Apr 2020](https://assetoptics.com/aolex/release-notes-ver-2-8-apr-2020/) - How to use these Release Notes The release notes are organized by solution area. The UC identifier refers to a specific Use Case within the AssetOptics software development lifecycle (SDLC). An explanation of the Use Case and delivered functionality follow. If there are any configuration requirements, they will be listed in the Setup Requirements following - [Meter Based PM Scheduling](https://assetoptics.com/aolex/meter-based-pm-scheduling/) - Meter-based preventive maintenance scheduling enables you to schedule the release of a work order from a PM Schedule based on run time readings from a Meter. This article describes the setup and use of a meter-based PM Schedule. To create a meter-based PM Schedule: Select a Model Work Order that will serve as the pre-defined - [Release Notes Ver 2.7 Nov 2019](https://assetoptics.com/aolex/release-notes-ver-2-7-nov-2019/) - How to use these Release Notes The release notes are organized by solution area. The UC identifier refers to a specific Use Case within the AssetOptics software development lifecycle (SDLC). An explanation of the Use Case and delivered functionality follow. If there are any configuration requirements, they will be listed in the Setup Requirements following - [Release Notes Ver 2.4 Nov 2019](https://assetoptics.com/aolex/release-notes-ver-2-4-nov-2019/) - How to use these Release Notes The release notes are organized by solution area. The UC identifier refers to a specific Use Case within the AssetOptics software development lifecycle (SDLC). An explanation of the Use Case and delivered functionality follow. If there are any configuration requirements, they will be listed in the Setup Requirements following - [Release Notes Ver 2.3 Jul 2019](https://assetoptics.com/aolex/release-notes-ver-2-3-jul-2019/) - How to use these Release Notes The release notes are organized by solution area. The UC identifier refers to a specific Use Case within the AssetOptics software development lifecycle (SDLC). An explanation of the Use Case and delivered functionality follow. If there are any configuration requirements, they will be listed in the Setup Requirements following - [Release Notes Ver 2.2 Apr 2019](https://assetoptics.com/aolex/release-notes-ver-2-2-apr-2019/) - How to use these Release Notes The release notes are organized by solution area. The UC identifier refers to a specific Use Case within the AssetOptics software development lifecycle (SDLC). An explanation of the Use Case and delivered functionality follow. If there are any configuration requirements, they will be listed in the Setup Requirements following - [Calendar Based PM Schedules](https://assetoptics.com/aolex/calendar-based-pm-schedules/) - This article outlines how to set up and use Calendar Based PM Schedules. A Calendar-Based PM Schedule enables you to automatically generate Preventive Work Orders on a recurring cycle. Definitions of Key Fields Model Work Order – A predefined Work Order template Equipment/Asset – Asset linked to the PM Work Order Calendar Interval & Calendar - [Inventory and Purchase Order Accounting](https://assetoptics.com/aolex/inventory-purchase-order-accounting/) - Scope AssetOptics provides managerial accounting functions for the following: MRO Inventory Management MRO Inventory and Services Procurement Inter-Storeroom Inventory Transfers Summary The Asset Tag object contains a Parts & Expense GL Account and four (4) GL Variables. The Work Order object also contains a Parts & Expense GL Account and four (4) GL Variables. When - [Standard Work Tasks](https://assetoptics.com/aolex/standard-work-tasks/) - Overview Standard Work Tasks are predefined Work Tasks templates from which unique Work Tasks on a Work Order can be created. A Work Order can contain many Work Tasks. Each Work Task is a unique piece of work assigned to a specific Craft with a defined number of planned hours. The Instructions on a Work - [PM Routes](https://assetoptics.com/aolex/1606/) - Overview PM Routes provide an alternative to PM Schedules and PM Group Schedules. While the latter enables the creation of a single Work Order linked to a single Asset Tag, the former provides the ability to associate a single Work Task to many Asset Tags along Route Stops and automatically create parent/child Work Orders. The - [PM Group Scheduling](https://assetoptics.com/aolex/pm-group-scheduling/) - This article outlines how to set up and use PM Group Schedules. A PM Group Schedule is a hierarchy of fixed-interval, monthly-based PM Schedules. The PMs higher up in the hierarchy suppress the release of the lower level PMs. For example, an Annual PM will suppress a Quarterly PM and a Quarterly PM will suppress - [Facilities Hierarchy (Buildings, Floors, Spaces)](https://assetoptics.com/aolex/facilities-hierarchy-buildings-floors-spaces/) - Overview AssetOptics provides a 3-tier hierarchical facility data model consisting of Buildings, Floors, and Spaces. Equipment/Assets and Work Orders have lookup relationships to Spaces. Work Orders can be created directly to Spaces or the Space can be inherited from the Asset. If an Asset record has a Space defined on it, that Space will automatically - [Install AssetOptics into an existing Salesforce CRM Org](https://assetoptics.com/aolex/install-assetoptics-into-an-existing-salesforce-crm-org/) - The AssetOptics managed package can be installed into an existing Salesforce CRM org directly from the AssetOptics listing on the Salesforce AppExchange. A complete set of pre-installation steps and post-installation steps can be found in the Installation Instructions document located in the Customization Guides section of the AssetOptics AppExchange listing. Please review before installation. Click - [Equipment/Assets and the Asset Hierarchy](https://assetoptics.com/aolex/equipment-assets-and-the-asset-hierarchy/) - Equipment/Asset records are used to represent tangible, physical assets. Assets can be organized into a hierarchy by specifying the Parent Asset. The order that child Assets are sorted within a node in the hierarchy is determined by the numerical value entered into the Hierarchy Sort Order field. The Asset ID is an 80 character user-defined - [Locations and the Location Hierarchy](https://assetoptics.com/aolex/locations-and-the-location-hierarchy/) - Overview Locations are used to represent physical and/or logical locations where Equipment/Assets are located. Locations can be organized into hierarchical relationships by specifying the Parent Location. The order that child Locations are sorted within a node in the hierarchy is determined by the numerical value entered into the Hierarchy Sort Order field. When a Work ## AssetOptics for Field Service Lightning - [Noun-Modifier Attribute Pairs on Assets](https://assetoptics.com/aofsl/noun-modifier-attribute-pairs-on-assets/) - Capture Asset Attributes Using Noun-Modifier Attribute pairs Nouns, Modifiers and Attributes enable a user to create, through data records in lieu of custom fields, attribute definitions and values that can be tracked on Assets and similarly on Products. Nouns, Modifiers and Attributes are three objects in successive Master-Detail relationship. Once a Noun-Modifier pair is assigned - [Serialized Product Inventory](https://assetoptics.com/aofsl/serialized-product-inventory/) - Automatically Create Assets Representing Serialized Product Inventory Product Item inventory can be in the form of bulk stock or serialized. Bulk stock inventory is used when no one unit is different from another. Serialized inventory is used when an instance of a Product Item is unique and is typically tracked with a serial number or - [Products](https://assetoptics.com/aofsl/products/) - Capture Product specifications using noun-modifier attribute pairs. Nouns, Modifiers and Attributes enable a user to create, through data records and not custom field setup, attribute definitions and values that can tracked on Products and similarly on Assets. Nouns, Modifiers and Attributes are three objects in successive Master-Detail relationship. Once a Noun-Modifier pair is assigned to - [Product Items](https://assetoptics.com/aofsl/product-items/) - Product Items Manage Quantity On Hand in multiple Bin Locations within an inventory Location The Location on a Product Item is used to represent the warehouse, storeroom, or mobile storage unit (vehicle) where the Product is stored. Within a warehouse, a Product is typically located in multiple “bins”, i.e., Row, Section, and Shelf. Bin Locations - [Product Requests](https://assetoptics.com/aofsl/product-requests/) - Product Requests Create multi-line Product Requests from Work Order or Work Order Line-Item Products Required From a Work Order with Products Required, a user can create a Product Request by invoking the Request Products Required action. The user will be prompted to enter a Need by Date and select a Location from where the Product - [Work Orders](https://assetoptics.com/aofsl/work-orders/) - Work Order Costing Derive Planned Product Costs from Products Required When a user adds Products Required to a Work Type, each Product Required line will have a Planned Product Cost based on the Quantity Required and the Product Unit Cost. The Planned Product Costs are summed at the Work Type to provide a Planned Product - [Purchasing](https://assetoptics.com/aofsl/purchasing/) - Purchase Requisitions & Purchase Orders Purchase Requisitions are converted to Purchase Orders through an approval process (N.B., there are two Record Types on the Purchase Order object: Requisition and Order). Purchase Order Lines can be created for both Stock (Product Items) and Service (N.B., there are two Record Types on the Purchase Order Line object: - [Inter-Inventory Location Transfer Orders](https://assetoptics.com/aofsl/inter-inventory-location-transfer-orders/) - Overview If you manage multiple Inventory Locations where a satellite inventory location (i.e., storeroom) is fulfilled from a primary storeroom, you will process Transfer Orders to replenish the satellite Inventory Location. A satellite storeroom can be a fixed location or a mobile location like a service vehicle. There are two types of Transfer Orders: Transfer ## News Tickers - [Home News](https://assetoptics.com/ticker/home-news/) ## Categories - [Getting Started](https://assetoptics.com/aolex/category/getting-started/) - [Asset Management](https://assetoptics.com/aolex/category/asset-management/) - [Preventive Maintenance](https://assetoptics.com/aolex/category/preventive-maintenance/) - [Work Management](https://assetoptics.com/aolex/category/work-management/) - [Parts Inventory](https://assetoptics.com/aolex/category/parts-inventory/) - [Purchasing](https://assetoptics.com/aolex/category/purchasing/) - [Release Notes](https://assetoptics.com/aolex/category/release-notes/) ## Categories - [Asset Management](https://assetoptics.com/aofsl/category/asset-management/) - [Products](https://assetoptics.com/aofsl/category/products/) - [Product Items](https://assetoptics.com/aofsl/category/product-items/) - [Product Requests](https://assetoptics.com/aofsl/category/product-requests/) - [Work Management](https://assetoptics.com/aofsl/category/work-management/) - [Purchasing](https://assetoptics.com/aofsl/category/purchasing/)