Managing Assets

Creating an Asset

• Create an item, refer to Creating & Managing Items guide
• When creating the item
  1. Tick on “Is Fixed Asset”
  2. Select the corresponding Asset Category

• 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.