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.

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Creating an Item:

First, fill in the Item Details:

1. Select the Item Category

2. Select the Subcategory

   • You can also create categories and subcategories from this screen

3. Select the Item Type:

   • Fixed – AC, Sofa, Chairs

   • Sellable – Software, CRM, Licenses

   • Consumable – Bags, Bottles

   • Returnable – Monitor, Mouse, Keyboard

4. Enter the Item Name (for example, Monitor)

5. Upload the Item Image (optional)

6. Select the Brand and Model

7. Select the Tax Preference:

   • Taxable

   • Non-Taxable

   • Out of Scope

   • Non-GST Supply

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

8. Enter the Item Description.

Creating an Asset for the Item:

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

1. Select the Company

2. Select the Branch

3. Enter the Quantity

   • Example: 3 Monitors

4. Select the Condition

5. Select the Warranty End Date

6. Select the Vendor

7. Enter the Purchase Price

8. Enter the Invoice Name

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

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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

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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

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Asset Status:

Each asset has a status:

• Available

• Allocated

• Occupied

• Repair

• Replaced

• Missing

• Broken

• Retired

These statuses are managed from the Item Conditions.

Asset Details View:

For every asset, you can view:

• Company and Branch

• Category 

• 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

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Assigning an Asset:

To assign an asset:

• Select the Employee or Room or 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.

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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

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Repairing an Asset:

To send an asset for repair:

1. Select the Vendor

2. Enter the Submit Date

3. Enter the Estimated Repair Date

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

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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.

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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

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Searching Assets:

You can search assets by:

• Asset ID

• Employee Name

You can view:

• Current assignments only

• Or the full assignment history

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Bulk Actions:

You can perform bulk actions such as:

• Assigning assets

• Recollecting assets

• Marking assets as broken, missing, or retired

• Generating QR codes

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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