Users within specific roles have the ability to add assets into the system. This guide will show you step by step how to do this process.
Note: It is always best practice to search the database for the asset first as the asset number may have been added in a different way (for example; KS1 may exist in the database as KS-1)
Note: (Pink = System Generated, Blue = Mandatory):
Field | Description |
---|---|
Asset Number | This may be System Generated or an Open field depending on your Group Company system set up |
Category | Select the relevant category (if not in the list add new Category) |
Equipment Type | Select the relevant equipment type (if not in the list add new Equipment Type) |
Asset Description | Select the relevant description (if not in the list add new Asset Description) |
Model | Select the relevant model (if not in the list add new Model) |
Manf Serial No | Enter the manufacturing serial no (If applicable) |
Manf Part No | Enter the manufacturing part no (If applicable) |
Manufacturing Supplier | Select the relevant manufacturing supplier |
Asset Status | Select the relevant status |
Asset Details (Hdr) | |
Old Asset Number | Enter the old asset number (if applicable) |
Barcode | Enter the barcode number (if applicable) |
System (Tickbox) | Check this as true if the asset is a Parent Type for a system. Systems consist of Parent and Child assets |
Third Party Hire | Check this as true if the asset is a third party hire |
Fixed Asset | Check this as true if classed as a fixed asset |
Owner Group Company | Select the relevant owner group company |
Owner Office | Select the relevant owner office |
Store Group Company | This field should default to the user’s group company, however the field can be amended |
Store Office | This field should default to the users store office, however the field can be amended |
Store Stock Location | This field should default to the users store stock location, however, the field can be amended |
Owner Supplier | Select the relevant owner supplier (If applicable) |
Owner Client | Select the relevant owner client (If applicable) |
Origin Country | Select the relevant country (If applicable) |
Zone Rating | Select the relevant zone rating (If applicable) |
Atex | Select the relevant atex code (If applicable) |
Atex Start Date | Select the relevant date from the calendar (If applicable) |
Atex End Date | Select the relevant date from the calendar (If applicable) |
CE Marked | Select the relevant option (If applicable) |
Model Number | Enter the model number of the asset (If applicable) |
Nav Number | Enter the nav number of the asset (If applicable) |
Depth | Enter the working depth of the asset (If applicable) |
Insurance Value SC | Enter a currency value (If applicable) |
Purchased Date | Select the relevant date from the calendar (If applicable) |
PO Number | Enter the PO Number or use the binoculars to search (If applicable) |
GRN Number | If the goods are on a goods received note, enter the number |
Not Functional or Spare (Tickbox) | Check this as true if the asset is non functional or spare |
Internal Component (Tickbox) | Check this as true if the asset is classed as an internal component |
Dangerous Goods (Tickbox) | Check this as true if the asset is classed as a dangerous good |
Asset Folder | The user can link a file/folder/webpage to the asset if lost |
Notes | Text field to record additional notes |
Lost (Tickbox) | Check this as true if the asset is lost |
Lost Report | The user can link a file/folder/webpage to the asset if lost |
Reason Lost | Text field to record reason the asset is lost |
Owned By | Select the relevant owned by company |
The Asset has now been added to the system.
See the following User Guides for additional information: -
How to Add Test History to an Asset
How to Assign Child Assets
How to Create a System
How to Create a Kit