Create Asset

  • Last Created On Jul 10, 2023
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The Assets menu is used to create and manage the company's fixed assets. These assets can be checked-out to employees, customers, other assets  and other locations. Clients can also buy or rent or booking.

This screen will display all information related to fixed assets such as: Asset name, image, status, location (location of the asset to be checked out), default location ( where the asset was selected when creating a new one), number of check-out/check-in, last audit, next audit date, etc...

Add New Asset

  • Step 1. Go to Assets menu under Fixed Equipment module from the left sidebar
  • Step 2. Click on the Add button on the top.

  • Step 3. In the Add asset popup, fill the following details:
     
    1. Enter the Asset name.
    2. Select the Models
    3. Select the Status
    4. Select the Supplier
    5. Enter the Purchase date
    6. Enter the Order number
    7. Enter the Purchase cost
    8. Select the Locations 
    9. Enter the Warranty
    10. Select the Country
    11. Requestable: if checked, the employee can create a request with this asset( Requested menu)
    12. For Sell: if checked, this asset is sold on the client portal. Enter the Selling Price 
    13. For Rent: if checked, client can rent this asset on customer portal. Enter the Rental Price -> Enter the Minimum Renting Period -> Enter the Unit
    14. Enter the Description 
    15. Go to Serial Number tab, enter the serial number
      Click  to add new row.

  • Step 4. Click Save button 

Edit Asset

To edit the details of an existing asset:

  • Step 1. Go to Assets menu under Fixed Equipment module from the left sidebar.
  • Step 2. Hover over the asset to be edited and click Edit

  • Step 3. Make the necessary changes.
  • Step 4. Click Save

Delete Assets

    If an asset is no longer operational, you can delete it. To delete a asset:

    • Step 1. Go to Assets menu under Fixed Equipment module from the left sidebar
    • Step 2. Hover over the asset to be deleted and click  Delete

    • Step 3. Confirm your selection in the following pop-up. The asset will be deleted.
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