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. Asset name: The name/title of the asset. Used for identification in all reports and transactions.
  2. Models: Select from predefined models created in the “Models” settings. Each model defines general properties of the asset type.
  3. Status: Select the current status (e.g. Available, In Use, Under Repair, etc.). Statuses are created under “Status Labels”.
  4. Supplier: Vendor or supplier from whom this asset was purchased. Pulled from the Suppliers setting.
  5. Purchase date: Date the asset was purchased. Used in depreciation
  6. Order number: Purchase order number related to the asset.
  7. Purchase cost: Cost of the asset at the time of purchase. Used for depreciation, asset value. 
  8. Locations: Current (actual) location of the asset. Used for asset tracking. 
  9. Warranty: Duration of warranty for this asset (in months or years).
  10. Country: Country where the asset is physically located or registered.
  11. Requestable: If enabled (checkbox), employees can request this asset through the internal Requested menu.
  12. For Sell: If checked, this asset will be available for sale in the Client Portal. Requires you to enter Selling Price
  13. For Rent: If checked, this asset can be rented by clients via the Customer Portal. Requires: Rental Price, Minimum Renting Period, Unit (e.g., Day, Week, Month)
  14. Description: Optional field to provide any notes, technical info, or background details about the asset.
  15. Serial Number tab: Each serial number corresponds to one physical instance of the asset. You can create multiple assets by entering multiple serial numbers. 
      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.