> ## Documentation Index
> Fetch the complete documentation index at: https://docs.regentra.io/llms.txt
> Use this file to discover all available pages before exploring further.

# Asset Inventory

> Track hardware, software, and devices; sync from Level.io and Entra ID; manage warranties and link assets to tickets.

Maintain a complete inventory of your customers' hardware, software, and devices. Sync automatically from RMM and identity providers, track warranties, and link assets to support tickets.

## What it does

* **Manual entry** — Add workstations, laptops, servers, mobile devices, software licenses, and more
* **Automatic sync** — Import devices from [Level.io RMM](/integrations/level-rmm) and user devices from [Microsoft Entra ID](/integrations/microsoft-entra)
* **Stale detection** — Flag assets that haven't been synced or updated in 30+ days
* **Warranty tracking** — Record warranty dates and coverage details per asset
* **Ticket linking** — Associate assets with [Tickets](/psa/tickets); see open tickets per asset
* **Contact assignment** — Link each asset to a portal [contact](/psa/companies-contacts) for ownership tracking

## How to add an asset manually

<Steps>
  <Step title="Open the Asset Inventory page and click Add Asset">
    In the PSA module sidebar, click **Configurations** (the page itself is titled *Asset Inventory*), then click **Add Asset**.
  </Step>

  <Step title="Choose asset type">
    Workstation, Laptop, Server, Network device, Mobile, Printer, Medical Device, Software, or Other.
  </Step>

  <Step title="Fill asset details">
    Enter name/model, serial number, location, purchase date, and assigned contact (optional).
  </Step>

  <Step title="Add warranty information">
    Enter warranty start date, end date, and coverage notes (optional).
  </Step>

  <Step title="Save the asset">
    Click **Create Asset**. The asset appears in the Active tab and is searchable.
  </Step>
</Steps>

## Automatic sync from integrations

**[Level.io RMM](/integrations/level-rmm)** — Once connected, devices managed by Level.io sync into your inventory. Updates run nightly; new devices and removed devices reflect automatically.

**[Microsoft Entra ID](/integrations/microsoft-entra)** — When you import a [company from Entra](/psa/companies-contacts), devices in that tenant sync as assets. Desktops, laptops, and mobile devices are included.

Both syncs preserve historical data; archiving a device in the RMM or Entra updates its status without deleting the record.

## Asset tabs and views

Four tabs:

* **Active** — Status = ACTIVE and synced within the last 30 days
* **All** — All assets regardless of status or sync age
* **Stale** — Last synced or updated more than 30 days ago (likely offline or decommissioned)
* **Disabled User** — Assets assigned to an Inactive contact

## Warranty alerts

Warranty information is maintained but doesn't trigger automatic alerts. Review the asset detail page periodically; export asset lists if you need to audit coverage.

## Linking assets to tickets

When creating or editing a [Ticket](/psa/tickets), link one or more assets to:

* View all tickets for a given asset
* See asset details in the ticket's context
* Track recurring issues by device

## Frequently asked questions

<AccordionGroup>
  <Accordion title="What does 'stale' mean?">
    Asset has not been synced or manually updated in more than 30 days. Likely offline, decommissioned, or forgotten — review the Stale tab periodically.
  </Accordion>

  <Accordion title="Can I manually override a synced asset?">
    Yes. Edit any field. Manual edits to non-synced fields (like warranty) are never overwritten. Synced fields may be overwritten on the next sync if the source record changed.
  </Accordion>

  <Accordion title="What happens if an asset is deleted from Level.io?">
    The status updates to Retired or Disposed. The record remains in the PSA for historical reference.
  </Accordion>

  <Accordion title="Can I export the asset inventory?">
    Filter and view in the PSA today. Bulk export isn't yet available; contact support if needed.
  </Accordion>
</AccordionGroup>
