This documentation supports the 18.05 version of Service Desk.

To view the latest version, select the version from the Product version menu.

Managing inventory

You can perform common inventory management tasks such as search for CIs from the console, view inventory locations, relocate CIs, and reserve inventory.

To search for CIs from the console

  1. From the Functions area of the console Navigation pane, click the Manage CIs link.
  2. From the CI Type list on the Manage CI Information window, select the type of CI you are looking for and click Search.
  3. On the form that appears, provide as much information about the CI you are searching for as possible and click Search.
  4. From the search results list at the top of the window, select the CI.
    The details appear in the CI form below the search results.

To view inventory locations

  1. From the Navigation pane of console, choose Functions > Manage Inventory.
  2. Enter your search criteria in the Manage Inventory dialog box, and click Search.
    Results matching your search criteria appear in the table.
  3. Select a CI or bulk inventory item from the table, and click View Location.
  4. View the CIs in the inventory listed in the Inventory Location form.
  5. Click Close.

To relocate CIs

  1. From the Navigation pane of the console, choose Functions > Manage Inventory.
  2. Search for inventory in the current location using the Manage Inventory dialog box.
  3. Select the CI or bulk inventory item you want to relocate, and click Relocate CIs.
  4. For the location where you want to relocate the CI, specify search criteria, and click Search in the Search Inventory Locations dialog box.
  5. Select the location where you want to relocate your CI.
  6. In the Quantity field, enter the number of CIs you want to relocate.
  7. Click Relocate.

To reserve and use inventory

  1. From the Navigation pane of console, choose Functions > Manage Inventory.
  2. From the CI Type menu in the Manage Inventory dialog box, select the CI or bulk inventory item you want to reserve and use.
  3. Click Search.
  4. Click in the Transaction Qty column and enter the number of assets or bulk inventory items you want to use.
  5. Click Reserve/Use Inventory.
    The number of CIs or bulk inventory items in the Qty in Stock column is reduced by the number reserved and used.
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