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Series (Asset)
The Series page is a crucial and mandatory step in the Asset module, used for creating and managing series for Assets and Items. This page assigns a unique and easily identifiable series number. To open this, navigate to Configuration->General Configuration-...
Item Sub Categories
We have already created the Item Categories.Now we will create the Item Sub Categories. To open this, navigate to Asset Management->Asset Configurations->Item Sub Categories. First, select the Item Category (for example, Office Asset). Enter the subcategory...
Item Brands
On this page, you can create the brands for items, such as HP or Dell. To open this, navigate to Asset Management->Asset Configurations->Item Brands. Enter the brand name and create it. With the Bulk Action feature, you can delete multiple item brands at ...
Item Models
This page is used to create the models. To open this, navigate to Asset Management->Asset Configurations->Item Models. First, select the brand (for example, HP).Enter the model name, such as 15-inch Monitor, and create it. Items are identified and created u...
Asset Conditions
This page is used to create asset conditions. To open this, navigate to Asset Management->Asset Configurations->Asset Conditions. Enter the condition name, such as: New Old Broken Select a color for the condition.You can choose a color us...
Floors
From this page, you can create floors for rooms. To open this, navigate to Asset Management->Asset Configurations->Floors. Enter the Floor Name and Floor Number to create a floor. With the Bulk Action feature, you can delete multiple floors at once, s...
Rooms
This page is used to create rooms. To open this, navigate to Asset Management->Asset Configurations->Rooms. Enter the Room Name (for example, Conference). Select the Company and Branch for the room. Optionally, select the floor for the room. Select Book...
Seats
This page is used to create seats for rooms. To open this, navigate to Asset Management->Asset Configurations->Seats. You can create seats in two ways: By range Individually To create seats by range: Enter the Seat Prefix (for example: Se...
Tax Master & Tax Group
Tax Master: This page is used to create tax types for items. To open this, navigate to Configurations->General Configurations->Taxes->Tax Master. Enter the name (for example, Main tax).Select the tax type: Rupees Percentage Enter the value (f...
Vendors
This page is used to create vendors. To open this, navigate to Asset Management->Vendors. Enter the Vendor Name. Enter the Company Name. Enter the Contact Number. Select whether the vendor is Registered or Unregistered. If registered, enter the GST Num...
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. ...
Vacant Seats
The Vacant Seats view shows available seats across the organization. Use cases include: Recruitment Practical exams Pre-onboarding allocations If an employee is not assigned or has not clocked in, the seat status shows Available. Once an ...
Asset Audits
This page is used to schedule and track physical audits of asset rooms. To open this, navigate to Asset Management>Assets Audits. The list shows each audit's Date, Audit By, Status, Report, Room(s), and Assignee(s). You can filter the list by status using th...
Beginning Asset Stock
This page is used when you want to add the Asset to the same Item. To open this, navigate to Asset Management>Beginning Asset Stock. Creating a Beginning Asset Stock: Click the Create button at the top right to open the Create Beginning Asset Stock dialog. ...
Asset Borrow Request
This page is used to raise requests for borrowing or permanently allocating assets to employees. To open this, navigate to Asset Management>Asset Borrow Requests. The list shows each request's Ticket ID, Asset Category, Asset Item, Assignee, Subject, and Typ...
Sticker Print Settings
This page is used to configure the layout and print settings for asset QR code stickers. To open this, navigate to Asset Management>Assets Configurations>Sticker Print Settings. The list shows each setting's Setting Name, Paper Size, Height, Width, Density, ...
Item Categories
On this page, you can create item categories. To open this, navigate to Asset Management->Asset Configurations->Item Categories. To create a category: Enter the category name. Select the category type: Asset Normal item Example: ...