How to Add/Edit Asset?

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Estimated reading time: 5 min

You can add a new asset into the system and define its properties as required.
To add a new asset, follow the steps given below.
1. Navigate to Assets Management.

The Assets Management page will be displayed.


2. Click Add Asset () button in the top right corner of the page.
The Add Computer Asset page will be displayed.

Asset Information

This section contains the fields to be edited for the Asset Information part. Details like Asset ID, Asset Category, Asset Type and more, can be edited and updated.
Note: The symbol * in the field denotes that entry to the field is mandatory.

  • Enter the unique ID for asset in the Asset ID text entry box. Each asset has a unique ID associated to it for easier identification. While adding an asset, you can add this ID in the field.
  • Enter the name of the asset in the Asset Name text entry box.
  • Select the category of the asset from the Asset Category dropdown list. The categories are pre-defined in the Setup Some examples of the categories are Accessory/Peripheral, AV Equipment, Computer, Fax Machine/Telephone, Furniture, Mobile, Network Equipment, Printer/Scanner/Copier, Server, Software/License etc.

Note: Based on the asset category which you have selected, additional fields will be displayed.

  • Select the type of the asset from the Asset Type dropdown list.
  • Enter the QR or bar code of the asset in the QR/Bar Code text entry box.

Scroll down for more options.

  • Enter the customer ID for asset in the Customer Asset ID text entry box.
  • Enter the description of the asset in the Description text entry box. A short overview of the asset can be written here. You can describe the properties and functionalities of the asset. It can help other users to make a quick review of the asset before carrying out any operations.
  • Select the location of the asset from the Assigned Location dropdown list. You can assign a location for the asset using this option and update it as necessary with its movements. You can also select from existing locations.
  • Select the status of the asset from the Asset Status dropdown list. The status of the asset can be of many types like arrived, delivered, pending, in transit, shipped from a location, etc.
  • Select the owner – company of the asset from the Owner – Company dropdown list.
  • Select the owner – department of the asset from the Owner – Department dropdown list.

Note: Based on the asset category which you have selected additional fields will be displayed.

  • Select the sharing mode of the asset from the Asset Sharing dropdown list.
  • Select the user name or email id to assign the asset in the Assigned User text entry box.

Scroll down for more options.

  • Select the manufacturer of the asset from the Manufacturer dropdown list.
  • Enter the model number of asset in the Model text entry box.
  • Enter the serial number or service tag for an asset in the Serial Number/Service Tag text entry box.
  • Select the supplier of the asset from the Supplier dropdown list.
  • Enter the part number of the asset in the Part Number text entry box.

3. Move to the next tab (Financial Information) for additional options.

Financial Information

Each asset in the system can have the details about its financial aspects that can be referenced by the users to carry out operations. Financial Information section contains these details of each asset like PO Number, Purchase Date, Delivery Order and more.

  • Enter the PO number for the asset in the PO # text entry box. PO stands for Purchase Order and this number can be used for auditing and accounting purposes and to track payments.
  • Enter the purchase date for the asset in the Purchase Date text entry box.
  • Select the currency of the asset from the Currency dropdown list. Currency depends on the country and the market-type the product being purchased from or shipped to. You can choose a currency type from the dropdown menu list.
  • Select the status of the asset from the Status dropdown list. There are various different types of status and you can select the appropriate one based on the asset being defined. For example, if the asset operation is over, then choose the option, If the asset is still in the middle of a purchase or shipping, then the status can be chosen as Open.
  • Enter the cost of the asset in the Cost text entry box.
  • Enter the total quantity of asset in the Total quantity text entry box.
  • Select the unit of the asset from the Unit dropdown list.
  • Enter the delivery order number for the asset in the Delivery Order # text entry box.
  • Enter the delivery order date for the asset in the DO Date text entry box.
  • Enter the actual date received for the asset in the Actual Date Received text entry box.

Scroll down for more options.

  • Enter the invoice number for the asset in the Invoice # text entry box.
  • Enter the invoice date for the asset in the Invoice Date text entry box.
  • Enter the cheque or payment reference number for the asset in the Cheque/Payment Reference # text entry box.
  • Enter the cheque or payment reference date for the asset in the Cheque/Payment Reference Date text entry box.
  • Enter the voucher number for the asset in the Voucher # text entry box.
  • Enter the voucher date for the asset in the Voucher Date text entry box.

4. Move to the next tab (Additional Information) for additional options.

  • Enter the value for LifeTimeRest field using the increment/decrement value buttons.
  • Enter the profile name in the PostingProfile
  • Set the date for disposal from the DisposalDate
  • Enter the selling value of the asset in the SaleValue
  • Enter the scrap value of the asset in the ScrapValue
  • Enter any technical information about the asset in the TechInfo2 and TechInfo3
  • Enter the unique vendor invoice ID in the VendInvoiceID
  • Enter the account details of the vendor in the text field for VendAccount.
  • Set the TEC dimension values in the respective fields.

Scroll down for more options.

  • Specify whether or not the asset is unassigned by checking or unchecking the box in the Unassigned
  • Select the type of asset sharing from the Asset Sharing dropdown list.
  • Select the owner-company and the owner-department from the respective dropdown lists.
  • Select the assigned user for the asset from the Assigned User drop down list.
  • Select the department name from the Department dropdown menu.
  • Enter the description of the asset if any, in the Description text entry field.
  • Enter the assigned location of the asset from the Assigned Location dropdown menu.

Scroll down for more options.

  • Access the log details of the asset’s previously assigned location by clicking on Assigned Location History
  • Set the status of the asset from the Asset Status drop down list. The available options are Disposed, Lost/Stolen, Broken, Operational, Unverified, Write off, Transfer, Sold, On Loan, Rental, In Repair or Service.
  • Access the log details of the asset’s status history by clicking on Asset Status History.
  • Enter the manufacturer name in the Manufacturer text entry box.
  • Provide the details like Serial Number/Service Tag and Supplier names in the respective text entry boxes.
  • Enter the part number of the asset in the Part Number

5. Click Save.
The new asset will be added.

Editing Assets

To edit an Asset, follow the steps given below.
1. Navigate to the Assets Management

The Assets Management page will be displayed.


2. Click () icon in the row of the asset, which you want to edit.
The edit asset page will be displayed.


3. Modify the changes to the asset, like asset name, asset category etc.
4. Click Save.
The changes made to the asset will be updated.

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