--- title: "Manage License Inventory - SW" slug: "manage-license-inventory-sw" updated: 2024-03-08T07:32:02Z published: 2024-03-08T07:32:02Z canonical: "help.symphonysummitai.com/manage-license-inventory-sw" --- > ## Documentation Index > Fetch the complete documentation index at: https://help.symphonysummitai.com/llms.txt > Use this file to discover all available pages before exploring further. # Manage License Inventory - SW **Take Control of Your Software Licenses!** View, edit, filter, and update the configured Licenses for IT Asset Management to enhance asset tracking, optimize resource allocation, and enhance inventory accuracy. This functionality enables ITAM Analyst to track licenses, analyse usage patterns, and improve asset lifecycle management for enhanced operational performance. ## View You can view the list of configured Licenses using the following options: - [Grid](/summit-platform/docs/manage-asset-type#grid) - [Filters](/summit-platform/docs/manage-asset-type#filters) - [Search](/summit-platform/docs/manage-asset-type#search) To view the list of configured Licenses and view any specific record, perform the following steps: 1. Navigate to **Asset Management** > Select the role of **ITAM** **Analyst.** 2. Select **Asset Management > Software (SW) > License Inventory - SW.** The **License** **Inventory - SW List** page is displayed. ![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/image-1709881865799.png?sv=2026-02-06&spr=https&st=2026-10-26T09%3A25%3A32Z&se=2026-10-26T10%3A25%3A32Z&sr=c&sp=r&sig=0IwKeQytnJvrbwVKxWu%2Bhr14cgG4mP2m9doVmMm8RRA%3D)Figure: License Inventory - SW List Page - Filters, Search, Export, Grid and List view 3. Click![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/image-1702457213326.png?sv=2026-02-06&spr=https&st=2026-10-26T09%3A25%3A32Z&se=2026-10-26T10%3A25%3A32Z&sr=c&sp=r&sig=0IwKeQytnJvrbwVKxWu%2Bhr14cgG4mP2m9doVmMm8RRA%3D) icon to view the details of the configured License. ![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/image-1709881922993.png?sv=2026-02-06&spr=https&st=2026-10-26T09%3A25%3A32Z&se=2026-10-26T10%3A25%3A32Z&sr=c&sp=r&sig=0IwKeQytnJvrbwVKxWu%2Bhr14cgG4mP2m9doVmMm8RRA%3D)Figure: View License details 4. The License summary details page is displayed. Click **Cancel** to close the summary page and return to List page. ![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/image-1709881983905.png?sv=2026-02-06&spr=https&st=2026-10-26T09%3A25%3A32Z&se=2026-10-26T10%3A25%3A32Z&sr=c&sp=r&sig=0IwKeQytnJvrbwVKxWu%2Bhr14cgG4mP2m9doVmMm8RRA%3D)Figure: License details summary page 5. Click ![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/image-1702457517419.png?sv=2026-02-06&spr=https&st=2026-10-26T09%3A25%3A32Z&se=2026-10-26T10%3A25%3A32Z&sr=c&sp=r&sig=0IwKeQytnJvrbwVKxWu%2Bhr14cgG4mP2m9doVmMm8RRA%3D) icon to view the License details in a **new tab** or a **new window**. ![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/image-1709882128425.png?sv=2026-02-06&spr=https&st=2026-10-26T09%3A25%3A32Z&se=2026-10-26T10%3A25%3A32Z&sr=c&sp=r&sig=0IwKeQytnJvrbwVKxWu%2Bhr14cgG4mP2m9doVmMm8RRA%3D)Figure: Open link in new tab and new window option 6. The License details page is displayed. Click **Reset** to clear all the field details. Click **Cancel** to exit the process and go back to the list page without making any changes. Click **Save** to save the updated information on this details page. ![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/image-1709882226950.png?sv=2026-02-06&spr=https&st=2026-10-26T09%3A25%3A32Z&se=2026-10-26T10%3A25%3A32Z&sr=c&sp=r&sig=0IwKeQytnJvrbwVKxWu%2Bhr14cgG4mP2m9doVmMm8RRA%3D)Figure: License details page ### Grid Manage how you want to view the list of configured Licenses using two different views. ![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/image-1709882360455.png?sv=2026-02-06&spr=https&st=2026-10-26T09%3A25%3A32Z&se=2026-10-26T10%3A25%3A32Z&sr=c&sp=r&sig=0IwKeQytnJvrbwVKxWu%2Bhr14cgG4mP2m9doVmMm8RRA%3D)Figure: Grid and list view To toggle between views on the License Inventory- SW List page: 1. Click the Grid icon for a grid view of configured Licenses. 2. Click the List icon for a list view of configured Licenses. ### Filters You have the provision to apply filters on all of the columns or an individual column. This functionality allows you to control the exclusion or inclusion of specific data as per your requirement. You can focus on the required data for better analysis. You can apply filters on individual columns as well as per your requirements. To apply filters on individual columns, perform the following steps: 1. On the list page, click the filter associated with the individual column to sort the details in the column as per the requirement. ![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/image-1709882501092.png?sv=2026-02-06&spr=https&st=2026-10-26T09%3A25%3A32Z&se=2026-10-26T10%3A25%3A32Z&sr=c&sp=r&sig=0IwKeQytnJvrbwVKxWu%2Bhr14cgG4mP2m9doVmMm8RRA%3D)Figure: Filters - Individual Column 2. Specify the filter criteria based on your requirements. ![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/image-1709882577281.png?sv=2026-02-06&spr=https&st=2026-10-26T09%3A25%3A32Z&se=2026-10-26T10%3A25%3A32Z&sr=c&sp=r&sig=0IwKeQytnJvrbwVKxWu%2Bhr14cgG4mP2m9doVmMm8RRA%3D)Figure: Filters - popup 3. Click the **Filter** icon to view the following filter options. Select the **Match All** or **Match Any** option from the list to filter the data based on the condition selected. The **Match All** option is selected, by default. 4. Select the option to compare the data based on the conditions. Available options are as follows: - Starts With - Contains - Not contains - Ends with - Equals - Not equals - Less than - Less than or equal to - Greater than - Greater than or equal to - Date is - Date is not - Date is before - Date is after - Active - Not ActiveNoteThe following filter options are available for numeric column values: - Less than - Less than or equal to - Greater than - Greater than or equal to The following filter options are available for date column values: - Date is - Date is not - Date is before - Date is after The following filter options are available for the **Active** toggle switch: - Active - Not Active 5. You can click **Clear** to clear the configured filter and click **Apply** to set the filter conditions. 6. You have the flexibility to customize the appearance and order of columns on the List page by simply clicking the ![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/image-1702455875677.png?sv=2026-02-06&spr=https&st=2026-10-26T09%3A25%3A32Z&se=2026-10-26T10%3A25%3A32Z&sr=c&sp=r&sig=0IwKeQytnJvrbwVKxWu%2Bhr14cgG4mP2m9doVmMm8RRA%3D)**Show** **Columns** icon. ![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/image-1709882661964.png?sv=2026-02-06&spr=https&st=2026-10-26T09%3A25%3A32Z&se=2026-10-26T10%3A25%3A32Z&sr=c&sp=r&sig=0IwKeQytnJvrbwVKxWu%2Bhr14cgG4mP2m9doVmMm8RRA%3D)Figure: Show columns icon 7. You can easily change the order of columns by dragging them up or down as needed. ![Asset%20Type-%20show%20column%20drag-drop%20gif](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/Asset%20Type-%20show%20column%20drag-drop%20gif.gif?sv=2026-02-06&spr=https&st=2026-10-26T09%3A25%3A32Z&se=2026-10-26T10%3A25%3A32Z&sr=c&sp=r&sig=0IwKeQytnJvrbwVKxWu%2Bhr14cgG4mP2m9doVmMm8RRA%3D)Gif: Sort columns drag and drop feature 8. Customize the columns to be displayed on the List page by selecting or deselecting them using the checkboxes. ![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/image-1706083641964.png?sv=2026-02-06&spr=https&st=2026-10-26T09%3A25%3A32Z&se=2026-10-26T10%3A25%3A32Z&sr=c&sp=r&sig=0IwKeQytnJvrbwVKxWu%2Bhr14cgG4mP2m9doVmMm8RRA%3D)Figure: Show columns checkbox selection 9. Click **Save** to save the new view of columns. Click **Cancel** to revert all the changes made and close the pop-up. Click **Clear All** to remove all the applied column view settings. ### Search **Search** function enables you to search the configured Licenses. In the search field, enter the specific **Publisher, License Name, Customer****,** or any other details of the Accessory that you want to search. The application displays all the records that match the inputs. ![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/image-1709882821879.png?sv=2026-02-06&spr=https&st=2026-10-26T09%3A25%3A32Z&se=2026-10-26T10%3A25%3A32Z&sr=c&sp=r&sig=0IwKeQytnJvrbwVKxWu%2Bhr14cgG4mP2m9doVmMm8RRA%3D)Figure: Search field Click **X** (close icon) to clear the entered searched criteria. ### Edit **Edit** option allows you to modify the details of a configured Licenses according to your specific requirements. To edit a configured License, perform the following steps: 1. Navigate to **Asset Management > Software (SW) > License Inventory - SW.** The **License** **Inventory - SW List** page is displayed. ![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/image-1709882964816.png?sv=2026-02-06&spr=https&st=2026-10-26T09%3A25%3A32Z&se=2026-10-26T10%3A25%3A32Z&sr=c&sp=r&sig=0IwKeQytnJvrbwVKxWu%2Bhr14cgG4mP2m9doVmMm8RRA%3D)Figure: License Inventory - SW List page 2. Click the desired **Transaction** **ID** hyperlink to edit the License configuration. Do the changes as per requirement and click **Save** to save the latest changes. ![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/image-1709883012872.png?sv=2026-02-06&spr=https&st=2026-10-26T09%3A25%3A32Z&se=2026-10-26T10%3A25%3A32Z&sr=c&sp=r&sig=0IwKeQytnJvrbwVKxWu%2Bhr14cgG4mP2m9doVmMm8RRA%3D)Figure: License Details page ### Export **Export** records of the current list page or records of all the pages by clicking ![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/image-1703666213611.png?sv=2026-02-06&spr=https&st=2026-10-26T09%3A25%3A32Z&se=2026-10-26T10%3A25%3A32Z&sr=c&sp=r&sig=0IwKeQytnJvrbwVKxWu%2Bhr14cgG4mP2m9doVmMm8RRA%3D)icon. ![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/image-1709883111142.png?sv=2026-02-06&spr=https&st=2026-10-26T09%3A25%3A32Z&se=2026-10-26T10%3A25%3A32Z&sr=c&sp=r&sig=0IwKeQytnJvrbwVKxWu%2Bhr14cgG4mP2m9doVmMm8RRA%3D)Figure: Export icon Once you click![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/image-1703666213611.png?sv=2026-02-06&spr=https&st=2026-10-26T09%3A25%3A32Z&se=2026-10-26T10%3A25%3A32Z&sr=c&sp=r&sig=0IwKeQytnJvrbwVKxWu%2Bhr14cgG4mP2m9doVmMm8RRA%3D)icon, the following options are displayed. Click **Export Current Page** to export the data displayed on the current page. Click **Export All** to export data of all the configured Asset Types. ![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/image-1703666282353.png?sv=2026-02-06&spr=https&st=2026-10-26T09%3A25%3A32Z&se=2026-10-26T10%3A25%3A32Z&sr=c&sp=r&sig=0IwKeQytnJvrbwVKxWu%2Bhr14cgG4mP2m9doVmMm8RRA%3D)Figure: Export to Excel options