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

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Question

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

Environment

  • Datto 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.

 


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