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Users within specific roles have the ability to add assets into the system. This guide will show you step by step how to do this process.

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Note: It is always best practice to search the database for the asset first as the asset number may have been added in a different way (for example; KS1 may exist in the database as KS-1)

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Locate the Assets dataset

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  1. Select Operations, then Asset Details:
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\"Asset

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  1. Select New Record>Asset Details or hit Insert on your keyboard.
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  2. Fill in the relevant fields.
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Note: (Pink = System Generated, Blue = Mandatory):

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FieldDescription
Asset NumberThis may be System Generated or an Open field depending on your Group Company system set up
CategorySelect the relevant category (if not in the list add new Category)
Equipment TypeSelect the relevant equipment type (if not in the list add new Equipment Type)
Asset DescriptionSelect the relevant description (if not in the list add new Asset Description)
ModelSelect the relevant model (if not in the list add new Model)
Manf Serial NoEnter the manufacturing serial no (If applicable)
Manf Part NoEnter the manufacturing part no (If applicable)
Manufacturing SupplierSelect the relevant manufacturing supplier
Asset StatusSelect the relevant status
Asset Details (Hdr)
Old Asset NumberEnter the old asset number (if applicable)
BarcodeEnter the barcode number (if applicable)
System (Tickbox)Check this as true if the asset is a Parent Type for a system. Systems consist of Parent and Child assets
Third Party HireCheck this as true if the asset is a third party hire
Fixed AssetCheck this as true if classed as a fixed asset
Owner Group CompanySelect the relevant owner group company
Owner OfficeSelect the relevant owner office
Store Group CompanyThis field should default to the user’s group company, however the field can be amended
Store OfficeThis field should default to the users store office, however the field can be amended
Store Stock LocationThis field should default to the users store stock location, however, the field can be amended
Owner SupplierSelect the relevant owner supplier (If applicable)
Owner ClientSelect the relevant owner client (If applicable)
Origin CountrySelect the relevant country (If applicable)
Zone RatingSelect the relevant zone rating (If applicable)
AtexSelect the relevant atex code (If applicable)
Atex Start DateSelect the relevant date from the calendar (If applicable)
Atex End DateSelect the relevant date from the calendar (If applicable)
CE MarkedSelect the relevant option (If applicable)
Model NumberEnter the model number of the asset (If applicable)
Nav NumberEnter the nav number of the asset (If applicable)
DepthEnter the working depth of the asset (If applicable)
Insurance Value SCEnter a currency value (If applicable)
Purchased DateSelect the relevant date from the calendar (If applicable)
PO NumberEnter the PO Number or use the binoculars to search (If applicable)
GRN NumberIf the goods are on a goods received note, enter the number
Not Functional or Spare (Tickbox)Check this as true if the asset is non functional or spare
Internal Component (Tickbox)Check this as true if the asset is classed as an internal component
Dangerous Goods (Tickbox)Check this as true if the asset is classed as a dangerous good
Asset FolderThe user can link a file/folder/webpage to the asset if lost
NotesText field to record additional notes
Lost (Tickbox)Check this as true if the asset is lost
Lost ReportThe user can link a file/folder/webpage to the asset if lost
Reason LostText field to record reason the asset is lost
Owned BySelect the relevant owned by company
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  1. Select the Asset Cont and Service Hours tab and fill in the relevant fields, if required:
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\"Asset

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  1. Select the Packing List Information tab. This tab can be used if the packing is the same every time the asset is shipped, this will save you adding packing details every time you create a manifest for the asset. See How to set up Packing Details user guide for more information:
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\"Packing

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  1. Select Save, or Select Close.
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The Asset has now been added to the system.

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See the following User Guides for additional information: -

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How to Add Test History to an Asset
\nHow to Assign Child Assets
\nHow to Create a System
\nHow to Create a Kit

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