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Installing Objects

Objects in NetBox can be recorded as having been sourced via a particular PO/shipment or from a spares pool. Note that this supported only for objects which are associated with a BOM.

Marking an Object as Installed from a Shipment

  1. Navigate to the object being installed. Confirm that its status is "Planned."
  2. Click the Install dropdown at the top of the page and select From shipment.
  3. Select the shipment via which the object was delivered. (Note that only received shipments belonging to the object's associated BOM will be available for selection.)
  4. Update the object's status to "Staged" or "Connected."
  5. Enter the object's serial number, asset tag, and/or any other pertinent information.
  6. Click Install to save the object.
  7. Confirm the details of the installation in the "Procurement" panel under the object's detail view.

Marking an Object as Installed from a Spares Pool

This workflow is for marking an existing object as installed from a spare item. To create a new object, see the spares management workflow.

  1. Navigate to the object being installed. Confirm that its status is "Planned."
  2. Click the Install dropdown at the top of the page and select From spares pool.
  3. Select the spares pool and applicable item.
  4. Update the object's status to "Staged" or "Connected."
  5. Enter the object's serial number, asset tag, and/or any other pertinent information.
  6. Click Install to save the object.
  7. Confirm the details of the installation in the "Procurement" panel under the object's detail view.

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