Managing Resources Associated With An Asset

Beam's product matching algorithm automatically searches the web for key vendor resources to associate with your assets. With that in mind, we recognize that vendor resources are not the only type of resources that are important when managing an asset. Whether your company has internal knowledge bases or your teammates frequently rely on third party forums, you need the ability to add or delete additional resources to/from an asset. In this guide we will show you how to do this.

5
min read
Written by
Arnav Patel

Adding Resources To An Asset

1. Open the Overflow Menu on the Resources card.

2. Click on Add Resource from the dropdown options. Doing so will open a modal where you can configure the details of your new resource.

3. Give your resource a name and URL.

4. Choose what assets you want the resource to be associated with.

This is what each of the available options do:

Manufacturer - By default, this option will associate the new resource with all assets in your inventory that have the same manufacturer as the asset whose page you are currently on. You can use the search bar below to search for and add additional models that you want the resource to be associated with.With this option selected, the new resource will be associated with all products with the same manufacturer as the asset whose page you are currently on.

Product - By default, this option will associate the new resource with all assets in your inventory that have the same model as the asset whose page you are currently on. You can use the search bar below to search for and add additional models that you want the resource to be associated with.

Global - With this option selected, the new resource will be associated to all assets in your inventory.

7. Click on Add in the bottom right of the modal to complete the resource creation process.

Your added resources will now be visible in the Resources list.

Deleting Resources From An Asset

1. Open the overflow menu of the resource you want to delete.

2. Click on Delete from the dropdown options.

3. Confirm your deletion by clicking Delete in the ensuing modal.

NOTE: Only resources that were manually added to the resource list can be deleted. OEM resources that were automatically gathered by Beam's algorithm cannot be deleted.

Arnav Patel
Arnav Patel
Product Marketing Specialist
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