Managing Assets
Managing Assets
Creating an Asset
- Create an item, refer to Creating & Managing Items guide
- When creating the item
- Tick on “Is Fixed Asset”
- Select the corresponding Asset Category
- Go to Assets > Asset
- Click on New. To create a new asset, a purchasing invoice is required.
- When creating the asset, enter the following details:
- Asset Name
- Item Code - Select from list of items
- Location - Create/Select a location
- Custodian - The employee the asset will be assigned/given to
- Department - Department of custodian
- Purchasing Invoice - Create/Select a Purchasing Invoice
3. Click on Save. After reviewing the asset’s details, click on Submit.