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.
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- Step 3. In the Add asset popup, fill the following details:
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- Enter the Asset name.
- Select the Models
- Select the Status
- Select the Supplier
- Enter the Purchase date
- Enter the Order number
- Enter the Purchase cost
- Select the Locations
- Enter the Warranty
- Select the Country
- Requestable: if checked, the employee can create a request with this asset( Requested menu)
- For Sell: if checked, this asset is sold on the client portal. Enter the Selling Price
- For Rent: if checked, client can rent this asset on customer portal. Enter the Rental Price -> Enter the Minimum Renting Period -> Enter the Unit
- Enter the Description
- Go to Serial Number tab, enter the serial number
Click
to add new row.
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- 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
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- 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
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- Step 3. Confirm your selection in the following pop-up. The asset will be deleted.
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