My Assets

Adding An Asset

How do I set up Asset Details?

The first step in adding your asset is to input the details of the asset to be added.

On the screen, click the ‘+ Add Asset’ button on the right side corner of the screen.

The screen will bring you to a form that needs to be filled out.

Asset Details:

  • Asset Description - input the description of the asset.
  • Asset Name - input the name of the asset.
  • Manufacturer - dropdown the menu for user manufacturer or click the plus sign to manually add the manufacturer name and description.
  • Model - dropdown the menu for the user model or click the plus sign to manually add the manufacturer and model name.
  • Brand - dropdown the menu for the user brand or click the plus sign to manually add the manufacturer, model name and brand.
  • Supplier -  dropdown the menu for the user supplier or click the plus sign to manually add the supplier name, address and contact details.
  • Serial Number - input the asset Serial Number.
  • QR Code - input the asset QR Code.
  • Asset Status - this is a system default. The system will automatically select OPERATIONAL but it depends on the user if he/she wants to change the status.

How do I Set-up Assignee?

After filling up the asset details. The next form that needs to be filled up is the Assignee.

  • Location - dropdown the menu for the asset location or click the plus sign to manually add the new location, custom fields and GPS coordinates.
  • Sub - Location -  dropdown the menu for the asset sub location or click the plus sign to manually add the location and sub location.
  • Category -  dropdown the menu for the asset category or click the plus sign to manually add a new category of assets.
  • Type - dropdown the menu for the asset type or click the plus sign to manually add a new category name and type name.
  • Company - dropdown the menu for the asset company or click the plus sign to manually add the company information, address and logo.
  • Department - choose the right department by dropping down the menu or manually add the new department name and company name by selecting the plus sign.
  • Assigned Employee - drop down the menu to assign the right employee or manually fill up the new employee form by selecting the plus sign.
  • Assigned User -  drop down the menu to assign the right user or manually fill up the new employee form by selecting the plus sign.

How do I Set-up Financial Information?

The next form that needs to be filled up is the Financial Information.

  • PO Number - input the user PO number.
  • Purchased Date - input the purchase date.
  • Cost Per Unit - input the cost per unit by dropping down the menu and choosing the country that the user prefers.
  • Total Quantity - input the total quantity.
  • Total Cost - input the total cost.
  • Delivery Order Number - input the delivery order number.
  • Invoice Number - input the invoice order number
  • Do Date - input the do date.
  • Invoice Date - input the invoice date
  • Actual Date Received - input the actual date that the asset has been received.
  • Cheque/Payment Reference Number - input the cheque or payment reference number.
  • Cheque/Payment Reference Date - input the cheque or reference date.
  • Voucher Number - input the voucher number.
  • Voucher Date - input the voucher date.

How do I set-up Asset Files?

Lastly, the asset should upload documents for reference.

  • Upload Image - upload the image of the asset. The asset should rename the image not greater than 45 characters before uploading and minimum of 0.1MB.
  • Upload Video - upload the video of the asset. The asset should rename the video not greater than 45 characters before uploading and minimum of 0.1MB.
  • Upload Serial No. - upload the serial number of the asset. The asset should rename the files not greater than 45 characters before uploading and minimum of 0.1MB.
  • Upload Invoice - upload the invoice of the asset. The asset should rename the files not greater than 45 characters before uploading and minimum of 0.1MB.
  • Upload Other Files - upload the other files of the asset. The asset should rename the files not greater than 45 characters before uploading and minimum of 0.1MB.

Then click Add to save the data.

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