Asset Items

This page is used to create and manage Items and Assets.

To open this, navigate to Asset Management->Asset Items.

An Item is a product (for example, Monitor).
An Asset is a physical unit of that item.
Every asset is an item, but not every item is an asset.

Creating an Item:

First, fill in the Item Details:

Select the Item Category
Select the Subcategory
- You can also create categories and subcategories from this screen
Select the Item Type:
- Fixed – AC, Sofa, Chairs
- Sellable – Software, CRM, Licenses
- Consumable – Bags, Bottles
- Returnable – Monitor, Mouse, Keyboard
Enter the Item Name (for example, Monitor)
Upload the Item Image (optional)
Select the Brand and Model

~~Assets View with Asset based listing~~

~~Assets View with Employee based listing~~

Tax Settings:

Select the Tax Preference:

Taxable
Non-Taxable
Out of Scope
Non-GST Supply

If Taxable, select the Tax Group used by the company.

Enter the Item Description.

Creating Assetsan Asset for the Item:

To create assets for the item, fill the Asset Details:

Select the Company
Select the Branch
Enter the Quantity
- Example: 3 Monitors
Select the Condition
Select the Warranty End Date
Select the Vendor
Enter the Purchase Price
Enter the Invoice Name

Click Add Asset.
The system creates one asset record for each quantity.

Serial Numbers and Asset IDs:

After assets are created:

You can enter Serial Numbers for each asset
The Asset ID is generated from the Series set in the subcategory
The Asset ID can be manually changed if required

Example:

Asset 3 can be assigned a different ID such as 5 from the series

QR Code and Stickers:

For each asset, you can:

Generate or re-generate the QR Code
Download the QR Code
Print Stickers

Each sticker contains:

QR Code
Item Name
Asset ID
Category
Purchase Date

Asset Status:

Each asset has a status:

Available
Allocated
Occupied
Repair
Replaced
Missing
Broken
Retired

These statuses are managed from the Item Condition Master.

Asset Details View:

For every asset, you can view:

Category and Subcategory
Purchase details
Warranty information
Vendor
Series
Condition
Serial Number
Current Status

You can also view:

Activity Log
Current and Previous Assignments
Follow-ups
QR Code

Assigning an Asset:

To assign an asset:

Select the Employee
Select the Room
Select the Seat

The employee receives a confirmation popup.
Once accepted, the asset status changes to Allocated.

The employee can view the asset under My Profile → Assets.

Recollecting an Asset:

When an asset is recollected:

The employee receives a confirmation popup
The asset is removed from the employee
The status changes to Available
The activity log is updated

Repairing an Asset:

To send an asset for repair:

Select the Vendor
Enter the Submit Date
Enter the Estimated Repair Date

The asset is recollected from the employee and the status changes to Repair.

Follow-Ups:

There are two types of follow-ups:

Next Follow-Up
Received Item

For each follow-up, you can add:

Date
Title
Attachments

Follow-ups can be edited or updated at any time.

Seat Transfer:

Assets can be moved between seats using:

Merge – Combine assets into one seat
Swap – Exchange assets between seats
Replace – Replace one seat’s asset with another

Searching Assets:

You can search assets by:

Asset ID
Employee Name

You can view:

Current assignments only
Or the full assignment history

Bulk Actions:

You can perform bulk actions such as:

Assigning assets
Recollecting assets
Marking assets as broken, missing, or retired
Generating QR codes

Bulk QR Code Printing:

You can generate QR codes for multiple assets at once.

You can configure:

Paper size
Density
Horizontal gap
Vertical gap

After configuration, you can download or print the stickers.

Assets View with Asset based listing

Assets View with Employee based listing