How to manage your customers' assets / installed base in the Zuper web app

How to manage your customers' assets / installed base in the Zuper web app

Any item purchased by a company as a product and, when distributed to a customer service location to fulfill a job, contract, or service agreement, is referred to as an asset. Additionally, the asset can either be owned by the customer or by the company itself and is present in the customer service location.  


Navigation: Assets --> Assets Listing Page

Accessing Listing Page

Below are the step-by-step instructions on how to navigate and explore the asset listing page.

1. Click the "Assets" icon from the left navigation menu and choose the “Assets” module. You can view the list of assets with asset code, asset name, customer, category, and so on records on the asset listing page. 

Note: If you cannot access the Assets in the menu, please contact your account administrator to enable your account access to the module.

2. You can also customize the fields, such as adding, removing, or reordering the fields as needed, by clicking the “Customize” button at the top right corner.

When you check mark, a new field will be added. If you remove the checkmark, the fields will be removed from the listing. To reorder table field columns, just drag and drop the fields using the  icon. 


3.  Next, the Export button on the right lets you preview and download the Asset Report as an Excel file. To do so, click "Export" at the top right, select the start and end date, and click the "Generate Report" button. 


4. Following that, you also have the Filter button that allows you to apply multiple filters based on specific fields. To do so, click Filters>> Add filters. 


5. Choose the specific fields>> apply conditions and click the "+" icon to add this filter. You can also add multiple filters by clicking the "+ Add Filter" button. Once added, click the "Apply Filter" button to view the result. 


6. To remove the applied filter, click Filter>> Clear Filter. 


7. You can also save the applied filter, which will be added to quick filters section at the top left corner. To do so, check the "Save applied filter" checkbox. A small dialog box appears. 


8. Enter the filter name and Filter Applicability. Once done, click the "Save Filter" button. A new quick filter will be created successfully and added to the quick filters section at the top left corner. 


9.  To access and select any saved quick filters, click the dropdown menu in the quick filter at the top left corner. 


10. To manage the quick filters you added, click the 'Manage Filter' option. This allows you to view or add/delete filters as needed.


11.  There is also a search bar that allows you to search for a specific asset using asset name, code, customer, and so on from the listing. 


12. You can also create a new asset from here. To do so, click the "+ New Asset" button at the top right corner. For detailed step-by-step instructions on how to create a new asset, click here. 


13. You can also view and manage the Assets' PPM (Planned Preventative Maintenance) schedules from here. Click the "Manage PPM" button. 


14. The bottom panel enables you to customize the items per page, and You can use right and left arrows to navigate between the pages. 


15. Enter the page number in the "Goto" option to navigate the page. 


So, that's a comprehensive overview of the Assets Listing Page in Zuper web app. With these step-by-step instructions, you can efficiently navigate and explore the listing page to manage your assets effectively from customizing fields and applying filters to exporting reports and managing quick filters. 

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