Asset
Asset is a bucket that holds items that are available to be used within the organization. When we issue an Asset Order, it can have the following statuses: - Created: The Asset order has been issued, but it is not yet completed, so the items are NOT available in the Assets. - Converted: The Asset order has been issued and completed, so the items are now available in the Assets. - Canceled: The Asset order is canceled, and the items are returned to the Stock.
After issuing an Asset Order and setting its status to converted, the items will be added to Assets, which can have the following statuses:
- Inactive: The item is available in Assets, but it is not yet attached to a device, so it remains inactive.
- Active: The item is available in Assets and is attached to a device, making it active and ready for use.
- Locked: The item is attached to a device, and that device is connected to an active subscription, indicating that it is in use and cannot be removed from the Assets without affecting the subscription.
Asset Dashboard explained:
- Marked 1: Displays different statuses of Asset items. Click on each option (Eg: Active) to show all items under that specific status
- Marked 2: Shows a summary of active Assets
- Marked 3: shows a summary of Inactive Assets
- Marked 4: shows a summary of Locked Assets.
- Marked 5: shows a summary of Checked out Assets.
Creating an Asset: - Navigate to Inventory - Select Asset - Click the Add Asset button
Basic Information:
- Enter Asset name
- Select Status
- Enter Asset date
- Enter due date
- Select Project (if applicable)
- Select Opportunity if applicable)
- Select Marketing if applicable)
- Assign the Asset
Item Details - Select option for Asset - Enter Serial No.
Add additional products by clicking the Add Products button
Terms & Condition: - Select the applicable Terms & Condition (not mandatory)
Description: - Add a description if needed
- Save the entry
To understand how the Stock and Asset functions, consider the following diagram:
