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3 changes: 1 addition & 2 deletions docs/infrastructure-management/accounting/index.mdx
Original file line number Diff line number Diff line change
Expand Up @@ -2,5 +2,4 @@
title: "Accounting"
---

Device42 provides support for tracking Contracts and Purchases. Contracts are used for tracking Support Contracts, Warranty Contracts, and multi-product Purchases. Purchase Line Items are used for tracking single product purchases.

Device42 supports tracking contracts and purchases. Contracts are used for support contracts, warranty contracts, and multi-product purchases. Purchase line items are used for tracking single-product purchases.
14 changes: 7 additions & 7 deletions docs/infrastructure-management/accounting/purchases.mdx
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Expand Up @@ -7,7 +7,7 @@ import ThemedImage from '@theme/ThemedImage'
import useBaseUrl from '@docusaurus/useBaseUrl'


Device42 can track purchases of devices and assets including service and warranty contracts.
Device42 can track purchases of devices and assets, including service and warranty contracts. Purchase records let you associate costs and cost centers with specific devices, attach contract documents, and generate purchase reports.

## Add a Purchase

Expand Down Expand Up @@ -68,11 +68,11 @@ If a service contract is purchased for each device, you can include a second lin
light: useBaseUrl('/assets/images/purchases/line-item-1-light.png'),
dark: useBaseUrl('/assets/images/purchases/line-item-1-dark.png'),
}}
style={{ width: '110%' }}
/>

A few things to note:
1. If the **Line Type** is **Contract**, a set of extra fields like **Frequency** will become available.
Additional notes:

1. If the **Line Type** is **Contract**, extra fields like **Frequency** become available.

<ThemedImage
alt="Contract type"
Expand All @@ -88,12 +88,12 @@ A few things to note:
## Reporting

:::info
If you are looking for other types of reports, see the dedicated [Reports section](/reports/reports/index.mdx).
If you are looking for other types of reports, see the dedicated [Reports section](/reports/reports/index).
:::

You can generate different kinds of purchase reports. Standard Reports display data in tabular format. Advanced Reporting displays data in a tabular format (ExpressView or ExpressReport) and has options for visual items like charts, maps, gauges, and dashboards.

The [Insights+](https://www.device42.com/insights-plus/) option, located on the menu bar, offers powerful features for interpreting your data. See the [Insights+ documentation](/reports/reports/insights-plus.mdx) for more information.
The [Insights+](https://www.device42.com/insights-plus/) option, located on the menu bar, offers powerful features for interpreting your data. See the [Insights+ documentation](/reports/reports/insights-plus) for more information.

<ThemedImage
alt="Reports menu"
Expand All @@ -117,7 +117,7 @@ Navigate to **Analytics > Standard Reports** and click **Create**. Select **Purc

### Advanced Reporting

Device42 features an [Advanced Reporting](../../reports/reports/creating-reports.mdx) engine. Navigate to **Analytics > Advanced Reporting**, click the **plus icon** on the left, and choose **Advanced Report**.
Device42 features an [Advanced Reporting](/reports/reports/creating-reports) engine. Navigate to **Analytics > Advanced Reporting**, click the **plus icon** on the left, and choose **Advanced Report**.

<ThemedImage
alt="Create new Standard Report"
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@@ -1,9 +1,9 @@
---
title: "Asset Tag Printing"
sidebar_position: 1
sidebar_position: 2
---

Print QR code and barcode asset tags from Device42 using a compatible label printer.
Print QR code and barcode asset tags from Device42 using a compatible label printer. Attach the printed labels to physical devices and assets so they can be quickly identified or scanned with a mobile device to pull up their details in Device42.

## Supported Printers

Expand All @@ -13,7 +13,7 @@ Device42 supports the Brother QL700 label printer. Any label printer that can pr
- **QR Codes:** Brother DK-2211 (50' roll, 1-1/7" width, black on white)
- **Barcodes:** Brother DK-2212 (50' roll, 2.42" width, black on white)

These products are available in the US from online and in store merchants including Amazon and Staples. We would love to hear feedback from international customers' and their experience.
These products are available in the US from online and in store merchants including Amazon and Staples. We would love to hear feedback from international customers and their experience.

:::note
Device42 does not provide support for third-party printer issues. Contact the printer manufacturer for troubleshooting.
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@@ -1,18 +1,18 @@
---
title: "Auto Assign Asset Numbers"
sidebar_position: 2
sidebar_position: 3
---

import ThemedImage from '@theme/ThemedImage';
import useBaseUrl from '@docusaurus/useBaseUrl';

You can create Asset Number Profiles that facilitate the automatic creation and assignment of asset numbers. You can auto-assign asset numbers individually and in bulk.
Asset Number Profiles let you automatically generate and assign consistent, sequential asset numbers to devices and assets, eliminating manual numbering. You can auto-assign asset numbers individually or in bulk.

## Create an Asset Number Profile

Create the Asset Number Profile to be assigned to objects (devices or assets). The profile will generate the next available asset number when it's selected under the **Profile to auto assign asset #** field of an object and that object is saved.

Navigate to **Tools > Templates & Bulk Operations > Asset Number Profile**
Navigate to **Tools > Templates & Bulk Operations > Asset Number Profile**.

<ThemedImage
alt="Creating asset number profiles"
Expand All @@ -32,7 +32,7 @@ All the fields labeled with bolded text in the UI are required.

**Start #:** Where do you want the asset numbering to begin? This is useful if you already have existing asset numbers. For example, if you have already assigned asset numbers up to 0155, you can instruct Device42 to start numbering with 0156.

**Last used:** Do not change this value except in the special case discussed. The system will display the last asset number used and use this value to determine the next value to be generated. That is, if the last asset number generated were `0156`, this field would automatically change to `0156`. Change this only if you want to change the value that the asset number counter automatically starts from.
**Last Used:** Only change this value if you want to reset the starting point for the asset number counter. The system displays the last asset number used and uses it to determine the next number to generate. For example, if the last asset number generated was `0156`, this field automatically updates to `0156`.

### Assign the Asset Number Profile

Expand Down Expand Up @@ -68,7 +68,7 @@ All the fields labeled with bolded text in the UI are required.
}}
/>

- Select which profile the system will use to assign asset numbers to the selected items. Please note that the system will assign asset numbers to items that do not already have one assigned.
- Select which profile the system will use to assign asset numbers to the selected items. The system only assigns asset numbers to items that do not already have one.

<ThemedImage
alt="Asset profile selection"
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@@ -1,12 +1,12 @@
---
title: "Bulk QR and Barcode Printing"
sidebar_position: 3
sidebar_position: 4
---

import ThemedImage from '@theme/ThemedImage';
import useBaseUrl from '@docusaurus/useBaseUrl';

You can bulk print QR codes or barcodes from the devices or assets list views.
Instead of printing labels one at a time, you can bulk print QR codes or barcodes for multiple devices or assets at once from the list views.

## Create a QR or Barcode Profile

Expand All @@ -29,13 +29,13 @@ Navigate to the **All Devices** or **All Assets** list page under the **Resource
- Search or filter for the devices or assets you would like to print QR codes or barcodes for, then select the items.
- From the **Actions** menu, choose **Generate QR/Barcodes for selected items**.

<ThemedImage
alt="Generate QR codes action"
sources={{
light: useBaseUrl('/assets/images/bulk-qr-printing/generate-qr-codes-action-light.png'),
dark: useBaseUrl('/assets/images/bulk-qr-printing/generate-qr-codes-action-dark.png'),
}}
/>
<ThemedImage
alt="Generate QR codes action"
sources={{
light: useBaseUrl('/assets/images/bulk-qr-printing/generate-qr-codes-action-light.png'),
dark: useBaseUrl('/assets/images/bulk-qr-printing/generate-qr-codes-action-dark.png'),
}}
/>

- In the **Choose QR profile for selected items** field, select the QR code (or barcode) profile you prefer.

Expand Down
14 changes: 2 additions & 12 deletions docs/infrastructure-management/mobile-inventory/index.mdx
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Expand Up @@ -2,16 +2,6 @@
title: "Mobile Inventory"
---

Starting with v311 you can now auto-assign customized asset #s to devices or non-IP based assets and also print customized QR codes for easier inventory management. We will cover following topics in this chapter:
Device42 supports mobile-friendly asset inventory management through QR codes, barcodes, and auto-assigned asset numbers. You can generate and print QR code or barcode labels for devices and assets, scan them from a mobile device to view and edit inventory details, and auto-assign customized asset numbers individually or in bulk.



## Table of contents

- [Asset Tag Printing](infrastructure-management/mobile-inventory/asset-tag-printing.mdx)
- [Auto assign asset numbers](infrastructure-management/mobile-inventory/auto-assign-asset-numbers.mdx)
- [Bulk QR Printing](infrastructure-management/mobile-inventory/bulk-qr-printing.mdx)
- [printing QR codes from IE](infrastructure-management/mobile-inventory/printing-qr-codes-from-ie.mdx)
- [Printing QR Codes from firefox](infrastructure-management/mobile-inventory/printing-qr-codes-from-firefox.mdx)
- [Understanding QR and Bar Codes in Device42](infrastructure-management/mobile-inventory/understanding-qr-and-bar-codes-in-device42.mdx)
- [Using Mobile devices for asset management](infrastructure-management/mobile-inventory/using-mobile-devices-for-asset-management.mdx)
This section covers how to create QR and barcode profiles, configure label printing, assign asset numbers, and use mobile devices for inventory management.
Original file line number Diff line number Diff line change
@@ -1,12 +1,12 @@
---
title: "Printing QR Codes from Firefox"
sidebar_position: 5
sidebar_position: 6
---

import ThemedImage from '@theme/ThemedImage';
import useBaseUrl from '@docusaurus/useBaseUrl';

Printing from Firefox is straightforward, with a few recommended margin and format settings, as shown below.
This page covers the recommended DPI, margin, and format settings for printing QR code labels from Firefox.

## DPI Settings in QR Code Profile and Printer

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@@ -1,11 +1,11 @@
---
title: "Printing QR codes from IE"
sidebar_position: 4
title: "Printing QR Codes from IE"
sidebar_position: 5
---

Printer resolution need to be set at 300x600 and QR profile resolution at 300x300 for the QR code to print right.
This page covers the print settings required for printing QR code labels from Internet Explorer.

The steps required are shown in the images below.
Set the printer resolution to 300x600 and the QR profile resolution to 300x300 for the QR code to print correctly.

- **Printer preferences (from OS)**

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@@ -1,6 +1,6 @@
---
title: "Understanding QR and Barcodes in Device42"
sidebar_position: 6
sidebar_position: 1
---

import ThemedImage from '@theme/ThemedImage';
Expand All @@ -10,55 +10,49 @@ QR codes printed by Device42 contain a mobile-friendly URL linking to the object

You can create multiple QR code and barcode profiles. You can then either assign one profile per device or asset, or you can assign QR profiles in bulk from the device and asset list pages under the **Resources** menu.

## Creating a QR Code Profile
## Create a QR Code Profile

To create or modify a QR or barcode profile, go to **Tools > Templates & Bulk Operations > QR Profiles**.
To create or modify a QR or barcode profile, navigate to **Tools > Templates & Bulk Operations > QR Profiles**.

When adding or editing a QR profile or barcode, you have the following options:
The following options are available when adding or editing a profile:

- **Name:** Use a descriptive name for easily identifying the specific device or asset.

- **Base URL:** This is the base URL embedded in the QR code to manage the inventory from mobile devices. The program will initially try to guess it from the current page URL, and you can modify it.
- **Print DPI:** Should match the print DPI in your label printer settings. See [Printing QR Codes from IE](/infrastructure-management/mobile-inventory/printing-qr-codes-from-ie) for a known DPI workaround.

- **Print DPI:** This is critical for printing. Ideally, it should match the print DPI for the label printer settings, but there is a glitch with IE that is discussed in one of the following sections.

<ThemedImage
alt="QR Code profile"
sources={{
light: useBaseUrl('/assets/images/understanding-qr-and-bar-codes-in-device42/qr-code-profiles-light.png'),
dark: useBaseUrl('/assets/images/understanding-qr-and-bar-codes-in-device42/qr-code-profiles-dark.png'),
}}
/>
<ThemedImage
alt="QR Code profile"
sources={{
light: useBaseUrl('/assets/images/understanding-qr-and-bar-codes-in-device42/qr-code-profiles-light.png'),
dark: useBaseUrl('/assets/images/understanding-qr-and-bar-codes-in-device42/qr-code-profiles-dark.png'),
}}
/>

- **Include Text:** Text will only print if this is checked.
- **Include Name in Text:** Include the name of the device or asset in print.
- **Include Device Model in Text:** Include the hardware model name for the device in print.
- **Include Serial # in Text:** Include the serial number for the device or asset in print.
- **Include Hostname in Text:** Include the hostname for the device or asset in print.

- **Include Name in Text:** Selecting this option includes the name of the device or asset in text print.

- **Include Device Model in Text:** Selecting this option includes the hardware model name for the device in text print.

- **Include Serial # in Text:** Selecting this option includes the serial # for the device or asset in text print.

- **Include Hostname # in Text:** Selecting this option includes the hostname for the device or asset in text print.

<ThemedImage
alt="QR Code profile checkboxes"
sources={{
light: useBaseUrl('/assets/images/understanding-qr-and-bar-codes-in-device42/qr-code-profiles-checkboxes-light.png'),
dark: useBaseUrl('/assets/images/understanding-qr-and-bar-codes-in-device42/qr-code-profiles-checkboxes-dark.png'),
}}
/>
<ThemedImage
alt="QR Code profile checkboxes"
sources={{
light: useBaseUrl('/assets/images/understanding-qr-and-bar-codes-in-device42/qr-code-profiles-checkboxes-light.png'),
dark: useBaseUrl('/assets/images/understanding-qr-and-bar-codes-in-device42/qr-code-profiles-checkboxes-dark.png'),
}}
/>

- **Custom fields:** Add the field names and values of any custom fields defined for the device or asset.
- **Custom Fields:** Add the field names and values of any custom fields defined for the device or asset.

<ThemedImage
alt="QR Code profile custom fields"
sources={{
light: useBaseUrl('/assets/images/understanding-qr-and-bar-codes-in-device42/qr-code-profiles-custom-fields-light.png'),
dark: useBaseUrl('/assets/images/understanding-qr-and-bar-codes-in-device42/qr-code-profiles-custom-fields-dark.png'),
}}
/>
<ThemedImage
alt="QR Code profile custom fields"
sources={{
light: useBaseUrl('/assets/images/understanding-qr-and-bar-codes-in-device42/qr-code-profiles-custom-fields-light.png'),
dark: useBaseUrl('/assets/images/understanding-qr-and-bar-codes-in-device42/qr-code-profiles-custom-fields-dark.png'),
}}
/>

- **Custom Text for QR Label Profile:** You can add multiple custom text values to print with the QR code label. Please note that if text overflows, all the overflow would be cut off and not printed.
- **Custom Text for QR Label Profile:** Add multiple custom text values to print with the QR code label. If the text overflows the label area, the overflow is cut off and not printed.

<ThemedImage
alt="QR Code label profile"
Expand All @@ -68,7 +62,7 @@ When adding or editing a QR profile or barcode, you have the following options:
}}
/>

## Assigning QR Profiles to Devices and Assets
## Assign QR Profiles to Devices and Assets

For devices, under the **Details** information section, you can select a **QR Profile** to generate the QR code or barcode.

Expand All @@ -94,9 +88,9 @@ When you save the device or asset, click the associated profile link to preview

![QR code generation](/assets/images/understanding-qr-and-bar-codes-in-device42/qr-code-generation.png)

## Bulk Assigning QR Codes
## Bulk Assign QR Codes

You can assign QR codes or barcodes in bulk to devices or assets from the device or asset view page. See the [Bulk QR Code Printing page](infrastructure-management/mobile-inventory/bulk-qr-printing.mdx) for more details.
You can assign QR codes or barcodes in bulk from the device or asset list page. See [Bulk QR and Barcode Printing](/infrastructure-management/mobile-inventory/bulk-qr-printing) for details.

<ThemedImage
alt="Bulk QR codes"
Expand Down
Original file line number Diff line number Diff line change
Expand Up @@ -3,24 +3,23 @@ title: "Using Mobile Devices for Asset Management"
sidebar_position: 7
---

Please note:
Device42 provides a web interface for managing device and asset inventory from a mobile device. Scan a printed QR code label to view and edit details for that object.

- Use WLAN or secure VPN to connect to the device42 appliance url in your network. We don't recommend opening it to the public internet.
- The web portal has been optimized for mobile devices for device and asset views only pertaining to asset lifecycle management. Full Device42 web portal functionality is not supported on mobile devices at this time.
- Use WLAN or a secure VPN to connect to the Device42 appliance URL on your network. Do not open it to the public internet.
- The mobile view supports device and asset views related to asset lifecycle management only. Full Device42 web portal functionality is not supported on mobile devices.

## Scan the QR Code

![wpid950-Scanning_the_QR_Code.png](/assets/images/wpid950-Scanning_the_QR_Code.png)
![Scanning the QR code](/assets/images/wpid950-Scanning_the_QR_Code.png)

A printed QR code contains a url to device42 appliance for that object. You can use numerous free QR readers apps (such as i-nigma) for iPhone/Android/. Once the reader scans the QR code, it will bring you to the login page for device42 appliance and take you to a page to manage that object.
A printed QR code contains a URL to the Device42 appliance for that object. You can use any free QR reader app for iPhone or Android. Once the reader scans the QR code, it brings you to the Device42 login page and then to a page to manage that object.

## Manage Inventory

![wpid948-Managing_Inventory.png](/assets/images/wpid948-Managing_Inventory.png)
![Managing inventory](/assets/images/wpid948-Managing_Inventory.png)

Basic location and inventory/asset lifecycle properties can be viewed or edited for the object.
Basic location and asset lifecycle properties can be viewed or edited for the object.

The page is optimized for mobile devices and hence there is no menu on the top. You can click Home to get to the main menu, but it is not formatted for small screens and will not present well.
Devices > Mobile view is where the special formatted view for mobile devices resides.
The page is optimized for mobile devices and does not include the top menu. You can click **Home** to reach the main menu, but it is not formatted for small screens. Navigate to **Devices > Mobile view** for the mobile-formatted view.

![wpid949-media_1343016643251.png](/assets/images/wpid949-media_1343016643251.png)
![Mobile view](/assets/images/wpid949-media_1343016643251.png)