Assets are physical items required to perform a tour or activity. Assets can be added to your shop and assigned to specific products so the inventory and capacity of each tour can be managed based on the capacity or availability of your assets.
Examples: Some examples of assets include bicycles, kayaks, electronic audio tour devices, or scuba/snorkeling gear.
This article covers the following topics:
- Create an Asset
- Edit an Existing Asset
- Archive an Asset
- Assigning Assets
- Frequently Asked Questions about Assets
Create an Asset
Creating an asset can be beneficial because it ensures your shop doesn't oversell due to a lack of inventory. This section covers the basics of how to create an asset. Note: TRYTN also supports multiple asset management strategies you can learn more about here.
Assets can be created 2 ways.
A. Create asset from product Scheduled Settings
Go to your Scheduled Products and click Actions > Scheduled Settings > Actions > Edit > Capacity
From here you can "add new item" under Asset Selection.
B. To create an asset for your shop, you can also navigate to Products > Settings > Assets > Create Assets (shown below).
From here, complete the asset creation form by entering the information outlined below:
1. Asset Name:
Asset Name is a required field where you can provide a short, easily recognizable title for your asset. This name can be presented to your customers, if you choose, via the Display and Functionality Preferences page. Examples: An example of an asset name could be something like "Kayaks" for designating a group of assets or depending on your product line up and asset management strategy, it could be something more specific, such as a boat name like "Cleopatra Fisherman 33."
2. Asset Quantity:
In the field labeled Asset Quantity, you should include the quantity of this asset that is currently in your shop's inventory. This number does not necessarily represent capacity (e.g., 1 boat might have the capacity to hold 10 participants). Note: The quantity of an asset will only come into consideration when utilizing the Shared Quantity asset management strategy covered in the Asset Management Strategies article.
Examples: Sticking with our examples above, you might have 30 kayaks available for tours, whereas, with our named fishing boat, you may only have one.
3. Override Schedule:
To override an asset for a set period of time, click the blue button labeled +Add Override. This functionality makes an asset is unavailable and therefore impacts the availability of the activities that consume the asset.
Use the following guidelines to complete the mandatory fields:
- Override Start Date: Enter the date the asset override schedule should begin.
- Override End Date: Enter the date the asset override schedule should cease.
- Override Quantity: Enter the number of the asset you expect to have in possession during the override schedule period indicated.
4. Save Changes:
Select Save Changes to save your asset. Selecting Cancel will discard your changes and your asset will not be updated.
Note: When making multiple changes (such as deleting one override and adding another override), select Save Changes in between each change.
Edit an Existing Asset
To modify an existing asset, log into your TRYTN account and navigate to Products > Settings > Assets. Find the asset you wish to edit from either the Active Assets or Archived Assets table.
For Archived Assets:
You must click Actions > Restore to make the asset active before you will be able to make edits.
Once your asset is in the Active Assets list:
Select Edit from the Actions menu. You will then be presented with a form showing all current settings for your asset. As you make edits, see our Create an Asset sub-topic for more information on each input field.
Archive an Asset
To archive an asset, log into your TRYTN account and navigate to Products > Settings > Assets. Find the asset you wish to archive from the Active Assets table and select Archive from the Actions menu. The asset will then be removed from the active section and placed into the archived section on this page.
What happens when I archive an asset?
Archiving an asset prevents it from being selected as part of a product configuration. IMPORTANT: Archived assets that are already attached to a product will continue to be associated with that product.
How do I reactivate an archived asset?
If you need an archived asset in the future, you can easily reactivate it. Simply locate the asset in the Archived Assets table and click Actions > Restore. The asset will be added back into the active section and available for selection on your products.
When you're ready to assign the assets you've created to products, see our article titled Asset Management Strategies.
Frequently Asked Questions about Assets
I don't see a link to create assets from my account. Where do I find this option?
You can create and manage assets by logging into your TRYTN account and navigating to Products > Settings > Assets. If this feature is not currently enabled on your account, visit Settings > Features and select Asset Management (under Functionality Settings) to enable the use of assets for your shop.