ITAM / Inventory

Edit Inventory

Retire old Sales SKUs, fix icon slugs, or rename models so device types stay accurate through refresh cycles and quarterly audits.

Real-world scenario

Carlos Reyes · IT Admin at Bluewave Labs

Sales finished migrating to Dell Latitude 5540 laptops. Carlos sets the old Latitude 5430 inventory item to Inactive so new device records default to the current standard, not last year's model.

Before you begin

  • ITAM access to Physical Assets → Inventory
  • The inventory item already exists

Overview

Editing inventory updates the category definition, not individual serial numbers. Linked devices retain their connection but display refreshed names, icons, and metadata. Carlos edits inventory when models retire, icons are wrong on audit printouts, or Engineering adopts a new MacBook spec mid-year.

Step-by-step

  1. 1

    Open ITAM → Physical Assets → Inventory

    Use card view grouped by type or switch to table view for a sortable list of every model Carlos maintains.

  2. 2

    Click Edit on the inventory item

    Edit from the card action menu or the table row. Example: open Dell Latitude 5430 to mark it Inactive after the Sales refresh.

  3. 3

    Update fields and save

    Change name, type, manufacturer, icon, status, or workplace. Devices already linked keep their association, they show updated inventory info when viewed.

Editable fields

  • Name. Model display name
  • Type. Category slug (laptop, monitor, etc.)
  • Manufacturer. Apple, Dell, etc.
  • Operating system. Default OS label for cards
  • Status. Active or Inactive (Inactive hides from new device dropdowns)
  • Workplace. Default workplace for the item
  • Icon slug. Card and picker icon
  • Description. Internal notes

Example update

Bluewave Labs: retire Sales legacy SKU

  • Item: Dell Latitude 5430
  • Before: Active · 18 linked devices (all now Inactive in Devices)
  • After: Status → Inactive · description "Replaced by Latitude 5540. Q2 2026"
  • Result: New Sales laptops only offer Latitude 5540 in the device type dropdown

Linked devices stay linked

Setting inventory to Inactive does not change existing device records. Carlos bulk-updates old Sales laptops in Bulk Actions separately, then compares Engineering vs Sales asset groups to confirm fleet counts.

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