Keeping track of assets is important for any team, and Foreman’s Inventory tab makes it easy to stay organized. In this guide, we’ll show you how to add assets to the Inventory tab so you can keep everything up to date without the stress. Whether you’re just getting started or need a quick refresher, you’ll find everything you need here to stay on top of your inventory. Let’s jump in!
Uploading Assets
There are two ways to add assets to your inventory in Foreman: either individually using the Add Asset button or by using the Upload Assets button.
Upload Asset
- If you're using the Upload Asset route, you'll first need to download the template of your current assets. If this is the first time you're adding assets, the template will be blank. However, this file will be pre-populated with your current assets if you have any existing inventory uploaded.
- Fill out the spreadsheet with your assets, ensuring you have Asset ID and Type in the column headers (remember that you must save your file as a CSV before uploading).
- Once you've added all the assets you wish to upload, click the Choose File button and select your CSV file. Your inventory tab will then populate with the assets from your CSV.
Inventory Configuration
Foreman allows you to fully customize your inventory configuration to suit your operation's needs. To navigate to these settings, you'll first select the person icon in the upper right-hand corner of the page, then choose Settings.
From this page, navigate over to the Inventory tab to add custom inventory types, fields, and configure the criteria for linking miners to your inventory.
From the Assets tab on the Settings page, you can find the Asset Miner Link drop-down where you can choose to link based on a Miner Serial, Miner Mac, or Miner Custom Field Name of your choosing. Adding a custom field will let you link miners to your inventory based on an identifier of your choosing, such as an internal asset tag.
Syncing Assets
Now that you've added all your assets to Inventory, you can initiate a sync based on the Asset Miner Link settings from the prior step. On your Inventory page, click Sync Assets and then click Sync on the pop-up window to confirm.
- You'll now see a linked chain icon next to the Asset ID of all assets that have been successfully linked. If you have any issues that were not linked according to your specific criteria, they will be noted in the Unlinked Assets or Mismatched Linked Assets boxes at the top of the dashboard.
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