Assets - 750
Topics
Introduction
Assets are goods owned by an organization. Assets can be barcoded items like cameras, computers, or vehicles. Or a non barcoded items like batteries and cables (typically small items).
Each Asset is linked to a physical location and inherits its features (such as manufacturer, type, model, specifications, rates, and other attributes) from a product type.
*See form tooltips for additional information.
Assets Management
Creating Assets
Assets are typically created in Manage Assets using New Asset or New Asset (Multiple). Assets can also be created when receiving Purchase Orders.
Asset Groups
Asset Groups help organize large numbers of Assets. Example Asset Groups: Audio, Video, Software, etc.
Asset Groups are configurable by users with the appropriate permission level.
Moving Assets
Asset location determines its availability for Rentals. Upon creation an Asset is linked to a location. However, through its lifecycle, it can be moved as needed to reflect its actual physical location.
Assets Pick Lists
Asset Pick Lists are used to list groups of assets for specific (often temporary) usage.
Example 1: A list of Assets to be inventoried.
Example 2: A list of Assets to be shipped.
Instructions
Creating a New Asset
| # | Step | Note |
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1 |
From Manage Assets select New Asset. |
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2 |
Select Search to display existing products. Select a Product in the grid and click Select Product. Optional: Select New Product to add a new Product. |
The new Asset inherits the selected Product’s features. |
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3 |
On New Asset Details enter relevant information such as Asset Number, Location info, Service Center, and more. |
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4 |
From the Operation tab select In Operation date and the Inventory date. |
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5 |
Optional: Enter additional asset information found on tabs such as: Finance, Other, and more. |
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| 6 |
Save the New Asset. |
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Creating Multiple Assets
| # | Step | Note |
|---|---|---|
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1 |
From Manage Assets select New Asset (Multiple). |
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2 |
Select Search to display existing products. Select a Product in the grid and click Create Assets. Optional: Select New Product to add a new Product. |
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3 |
Enter the number of Assets to be created. Select OK. |
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4 |
From Multiple Assets Details add an Asset Number and Serial Number for each Asset. |
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5 |
Optional: Double-click on each Asset to add additional Asset details. |
Finance, Operation, Other, etc. |
| 6 |
Save the new Assets. |
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Bulk Change Assets
| # | Step | Note |
|---|---|---|
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1 |
From Manage Assets select multiple assets by holding the CTRL or SHIFT key when selecting assets. Right-click to open the context menu and select Bulk Change Assets. |
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2 |
From Bulk Change Assets enable option(s) you desire to edit and select or enter new details. |
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| 3 |
Select Perform Bulk Change. |
Move Asset
| # | Step | Note |
|---|---|---|
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1 |
Option 1: From Asset Details, enter new Location information. |
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2 |
Option 2: From Manage Assets, drag the Asset to a new location in the Location tree view panel. |
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| 3 |
Option 3: From Manage Assets, Right-click to open the context menu and select Move Asset(s). Enter new Location information. Select Process. |
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| 4 |
Option 4: During a Rental Check In, select a different location. When prompted, select Yes, to change the Asset location. |
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