How to create, edit, and view a new asset?

Navigation:  Assets --> New / Edit Asset

Create Asset:

Note: Customer is non mandatory field and assets can be created only for organization for B2B scenario. 

The asset creation is made simple by choosing the organization, and adding the Customer is non-mandatory. 

1. Select the "Assets" module from the left panel, and select the "+ New Asset."

2. Fill in the required "Primary Information" details.

3. Our new update is here: Now, choose the "Organization" to continue the asset creation process and select the Customer as optional.

From the “Pick Address from Map” pop-up, choose the “Geo-Coordinates” option.

Parent Asset

4. After choosing the “Organization” or “Customer,” and then you can choose the “Parent Asset.”

 

Note: Whenever the new Asset created has the link with the parent Asset, you can use the same while creating an Asset. 

5. A “Choose Asset” pop-up appears. Select the Asset to link as a Parent Asset.

4. The “Parent Asset” is associated successfully.

5. Choose the required "Asset" parts from the line items and select the "Save Asset" option.

6. The asset creation is done successfully.

7.  Click the “Flash” icon to view the Asset activities. 

8. A side panel pop-up will appear, and you can view the Asset’s history.

For real-time, asset creation is critical for the business to provide the service without any delays. This easy method to create assets, makes the B2B scenarios concentrate on the work orders. 

Edit an Asset

You need to use the modify icon from the listing page to edit an existing asset. 

1. Select the "Assets" module from the left panel, and choose the "Edit" icon to modify the assets. 

2. Under the Asset Barcode section, you can view “Associated Child Assets” as a part of our new release update.

2. Modify the required details and choose the "Update Asset" button.

3.  Select "Update Asset" to save the asset changes. 

4. The asset is modified successfully. 

View Asset

Navigation:  Assets --> Asset --> Asset Details --> Last Service Date / Next Service Date

The assets module now has a new feature to enable users to handle preventive maintenance of assets. The user can set a service cycle for assets. They can also view the Last Service Date and Next Service Date of all the assets.

1.       Select the “Assets” module from the left panel and choose the “Asset” for which you want to view the service date details.

 

2. The asset details are displayed:

Asset Code - The code identifying an asset. 

Asset Category - The category to which an asset belongs. 

Asset Ownership - The ownership of the asset. This can be customer owned or company owned. 

Asset Status - The current status of the asset. 

Created At - The dated on which asset created. 

Last Service Date - The date on which the last service is done for the asset.

Next Service Date - The date on which the next service will be done for the asset.  

Asset Product - The Product name of the asset. 

Parent Asset - The actual parent asset. 

Purchase Date - The date on which asset is purchased. 

Purchase Price - The actual purchase price of the product. 

Placed in Service - The date on which product is placed in service. 

Warranty Expiry Date - The date on which warranty of the product gets expired. 

Residual Price - The estimated value of the product. 

Useful Life - The time upto which product can be used. 

Note: The “Next Service Date” will become the “Last Service Date” once the job is done after we pass the date. 

Businesses can easily plan preventive maintenance based on the old and new service dates.

3. Under the Asset Barcode section, you can view “Associated Child Assets” as a part of our new release update.

Filter:

The quick filter option is a saved predefined filter that is utilized based on frequent use. You can now edit this option to include additional filters or save it as a new quick filter.

 1. The quick filter option is a saved predefined filter that is utilized based on frequent use. You can now edit this option to include additional filters or save it as a new quick filter.

2. The "Filter Assets" side panel opens. Choose the required filters you want to add and select the "Apply Filter" button.

3. A “Save Filter” pop-up appears. Enter the filter name and choose filter applicability.

Select the "Save Filter" button.

4. The quick filter is saved successfully.

 

If you want to use an existing quick filter, follow the steps listed below:

1.      You can now update the existing quick filter by selecting the save icon next to the filter icon. 

2. You can update the existing filter by selecting the “Update” button or save it as a new filter by selecting the "Save as New” option.

7. The filter is saved successfully.

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