> For the complete documentation index, see [llms.txt](https://docs.harmony.io/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.harmony.io/settings/configuring-asset-management.md).

# Configuring Asset Management

{% hint style="info" %}
**Path:** `/settings/asset-management`
{% endhint %}

### 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**

1. Click **Create policy**.
2. Select **Asset type** (e.g., Laptop, Monitor).
3. Set **Lifecycle** - Expected lifespan in months (1-120).
4. Set **Notification threshold** - How many months before EOL to send the first notification.
5. Set **Grace period** - Months after EOL before the asset is considered fully EOL (0-12).
6. Optionally scope by **Vendor**.
7. Save.

![EOL policy form with asset type, lifecycle, and notification settings](/files/A4Nbb2mgWAxIsrwghbUE)

**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.

![EOL notifications pane with destinations](/files/8TjD6GDtoI4EGtsLUv4k)

#### 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**

1. Click **Create alert**.
2. Select **Asset type**.
3. Set **Stock threshold** (1-10,000).
4. Optionally scope by **Vendor** and **Warehouse location**.
5. Save.

![Low stock alert form with asset type and threshold](/files/FyvFkQvTl04o49RbrBps)

**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.

![Discovery policy with vendor/model and network rules](/files/FL05ovy1PzWALz8yeEsE)

**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

<table data-view="cards"><thead><tr><th></th><th></th><th data-hidden data-card-target data-type="content-ref"></th></tr></thead><tbody><tr><td><strong>Asset Views &#x26; Details</strong></td><td>Navigate and manage assets in the asset list</td><td><a href="https://github.com/harmonyso/public-docs/tree/main/guides/managing-asset-views-and-details/README.md">https://github.com/harmonyso/public-docs/tree/main/guides/managing-asset-views-and-details/README.md</a></td></tr><tr><td><strong>Asset Organization</strong></td><td>Import and organize assets</td><td><a href="https://github.com/harmonyso/public-docs/tree/main/guides/managing-asset-organization-and-importing/README.md">https://github.com/harmonyso/public-docs/tree/main/guides/managing-asset-organization-and-importing/README.md</a></td></tr><tr><td><strong>User Management</strong></td><td>Configure EOL and asset notification destinations</td><td><a href="https://github.com/harmonyso/public-docs/tree/main/guides/managing-user-management/README.md">https://github.com/harmonyso/public-docs/tree/main/guides/managing-user-management/README.md</a></td></tr></tbody></table>


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