Autotask PSA: What is the difference between Products and Configuration Items / Installed Assets / Installed Products / Inventory Items?

Follow

Question

What is the difference between Products and Configuration Items / Installed Assets / Installed Products / Inventory Items?

Environment

  • Autotask PSA

Answer

The definition of each

  • Product is an Autotask entity that represents an item (hardware or software) that your business sells or supports.
    • You can add products from the Admin Product and Services category or the Inventory Products category.
      • The Product is what you CAN sell.

  • Configuration Item is an item from your Product List that you have associated with a customer company.
    • Configuration Items may also be called Asset, Installed Asset, or Installed ProductConfiguration Items are managed in the CRM section of PSA and are associated with your Customer records
      • The Configuration Items are what you HAVE sold.

  • Inventory Items are a combination of Product and Inventory Location that you order and keep on hand to sell to your customers (they are future configuration items).
    • The Inventory Item is what you have purchased TO sell in the future.

 


Was this article helpful?

0 out of 0 found this helpful

You must sign in before voting on this article.

Want to talk about it? Have a feature request?

Head on over to our Datto Community Forum or the Datto Community Online.

For more Business Management resources, see the Datto RMM Online Help and the Autotask PSA Online Help .

Still have questions? Get live help.

Datto Homepage