Knowledge

Accessories can be checked out to staff members. Clients can also create orders for accessories if marked as For Sell.

To add new accessory 

• Step 1. Go to Accessories menu under Fixed Equipment module from the left sidebar
  
• Step 2. Click on the Add button on the top.
  
  
• Step 3. In the Add accessory popup, fill the following details:
  
   
  • Accessory Name: Enter the name of the accessory.
  • Category Name: Select from the predefined list in Categories setting.
  • Supplier: Choose from the existing list in the Suppliers setting.
  • Manufacturer: Select from the list of manufacturers in the Asset Manufacturers setting.
  • Locations: Choose a location from the available Locations menu.
  • Model NO.: Input the model number of the accessory.
  • Order number: Enter the associated order number, if any.
  • Purchase cost: Input the cost of purchasing the accessory (in USD).
  • Purchase date: Select the date the accessory was purchased.
  • Quantity: Enter the total number of accessories being added.
  • Min Quantity: Enter the minimum stock threshold.
    If available quantity (Avail) is less than Min quantity, the accessory name will be highlighted in red on the list.
    
    
  • For Sell: Check this box if you want the accessory to appear on the client portal. Clients will be able to create an order for this accessory.
  • Upload image: Attach an image to visually identify the accessory
• Step 4. Click on the Save button