Configuring Asset Management
Learn how to configure EOL policies, low stock alerts, discovery policies, and asset notifications.
Path: /settings/asset-management
Configuring Asset Management Settings
Asset management settings control how assets are discovered, when EOL (End-of-Life) notifications are sent, when low stock alerts trigger, and how employees can purchase company devices. Open Settings → Asset management to access these sections.
The settings page is organised into two tabs:
Notifications - EOL notifications, low stock alerts, and their destinations
Policies - EOL policies, discovery policies, and asset purchase policies
Understanding Asset Settings
Asset settings include:
EOL policies - Lifecycle and notification rules per asset type
Low stock alerts - Thresholds for in-stock inventory
Discovery policies - Rules for which assets are included in discovery
Asset purchase policies - Rules governing how employees can purchase company devices
EOL notifications - Where to send EOL and low stock alerts (Slack, Teams, Email)
Configuring Asset Settings
Each section has its own form or table. Changes save when you click Save or confirm the action. EOL notifications use the same destination model as desk notifications: add destinations and select event types per channel.
Managing EOL (End-of-Life) Policies
EOL policies define when assets reach end-of-life and when to notify. Configure at Settings → Asset management → EOL policies (within /settings/asset-management).
Creating EOL policies
Click Create policy.
Select Asset type (e.g., Laptop, Monitor).
Set Lifecycle - Expected lifespan in months (1-120).
Set Notification threshold - How many months before EOL to send the first notification.
Set Grace period - Months after EOL before the asset is considered fully EOL (0-12).
Optionally scope by Vendor.
Save.
Editing EOL policies
Click Edit on a policy. Default (system) policies cannot be edited; you can create a new policy instead.
Deleting EOL policies
Click Delete on a non-default policy. Default policies cannot be deleted.
Understanding EOL notifications
EOL events are sent to the destinations configured in EOL notifications:
eol_planned - When an asset reaches the notification threshold
eol_reached - When an asset reaches its EOL date
eol_grace_period_expired - When the grace period ends
Configure destinations (Slack, Teams, Email) and select which events to receive per channel.
Managing Low Stock Alerts
Low stock alerts fire when in-stock quantity falls below a threshold. Configure at Settings → Asset management → Low stock alerts (within /settings/asset-management).
Creating low stock alerts
Click Create alert.
Select Asset type.
Set Stock threshold (1-10,000).
Optionally scope by Vendor and Warehouse location.
Save.
Editing stock alert thresholds
Click Edit on an alert. Asset type is locked; you can change the threshold, vendor, and warehouse.
Deleting stock alerts
Click Delete on an alert. Confirm to remove it.
Understanding alert triggers
An alert triggers when the in-stock count for the matching assets (type, vendor, warehouse) drops below the threshold. The table displays an Available stock column (previously labelled "Current stock") showing a colour-coded dot indicator - green when stock meets or exceeds the threshold, and red when stock falls below it. Use the in-stock assets link to view filtered assets for that alert.
Managing Discovery Policies
Discovery policies control which assets are included when discovery runs. Configure at Settings → Asset management → Discovery policies (within /settings/asset-management).
Creating discovery policies
Each asset type has one policy. Open the policy for an asset type (or create if none exists) and configure rules.
Configuring discovery rules
Vendor/model rules - Add rows with vendor and optional model(s). Only assets matching these vendor/model combinations are included. You can type to search and filter vendors directly within the dropdown. If no vendors are available for a given asset type, a "No vendors yet" message is shown.
Network rules - Add IP subnets (CIDR) and WiFi SSIDs. Assets discovered on matching networks are included. You can enter multiple Wi-Fi networks and subnets at once using comma-separated values instead of adding them one at a time.
Add multiple rules as needed. Rules are validated (e.g., CIDR format). Vendor and model dropdowns span the full width of their input fields for a consistent layout.
Excluding asset types from discovery
Use Exclude asset type to hide an asset type from discovery. Toggle the switch to exclude or include. Excluded types do not appear in asset views from discovery.
Managing asset type exclusions
Each asset type can be excluded independently. Change the exclusion toggle to update the policy.
Preview
Use Check matching assets to preview how many assets match the current policy before saving.
Managing Asset Purchase Policies
Asset purchase policies give your organisation control over how employees can purchase company laptops upon termination, upgrade, or from stock. Configure at Settings → Asset management → Asset purchase policy (within /settings/asset-management).
Pricing methods
Choose one of the following pricing methods for calculating the employee purchase price:
Straight-line depreciation - The asset value decreases by a configurable annual degradation percentage, with a minimum salvage value as a fallback.
Fixed tiered pricing - Set a fixed price per year bracket (e.g. year 1-2, year 3-4).
Fixed percentage discount - Apply a flat percentage discount regardless of asset age, with a minimum salvage value as a fallback.
Supported purchase cases
Enable or disable the scenarios in which employees are eligible to purchase:
Upon termination - Employee can purchase their assigned device when leaving the organisation.
Upon upgrade - Employee can purchase their current device when receiving a new one.
From stock - Employee can purchase an available device from inventory.
You can also set a minimum asset age and minimum employee tenure before purchase is permitted.
Model-level filtering
Restrict a purchase policy to specific device models for finer-grained control over purchase eligibility:
Select All models (the default) to preserve existing vendor-level behaviour.
Select one or more specific models (e.g. MacBook Pro M1, Dell XPS 13) to target exact devices within a vendor.
Available model options are dynamically filtered based on the vendor(s) selected in your policy.
Related Resources
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