Adding Assets using Mobile App
Adding Assets using Mobile App
First login to the mobile application. The below screen appears
Click on the + sign. Click on the option Add Asset.
Most of the main fields are mandatory and demands the most basic details of an asset.
MAIN | |||
FIELD NAME | DESCRIPTION | MANDATORY | VALIDATION |
Asset Name | Free Text Field | Yes | |
Asset Code | It will be auto-generated by the System. | No | Can be managed through System- generated codes in Advanced Settings in the Web Portal |
Category | Select from the Drop-down list | Yes | Can be managed from Application Settings in the Web Portal |
Asset Location | Select from the Drop-down list | Yes | Can be managed from Application Settings in the Web Portal |
Status | Select from the Drop-down list | Yes | Can be managed from Application Settings in the Web Portal |
Barcode Symbol | All the details of the assets that was fed earlier of some other assets get automatically copied. | No | |
Asset Image | Upload any contextual image | No | |
This screen enables user to add information about asset like Brand, Serial Number, Model, etc. The data fed here gives a brief detail about the asset.
ADDITIONAL INFORMATION | |||
FIELD NAME | DWSCRIPTION | MANDATORY | VALIDATION |
Brand | Free Text Field | No | Depends on config, whether to create a Drop-down |
Serial No | Free Text Field | No | A check can be made where every serial number should be unique |
Linked Asset | Assets can be linked to existing assets. Parent Assets should already exist in the application. | | Only those assets will be visible in Drop-down which were not linked earlier to any asset. |
Description | Free Text Field | No | |
Model | Free Text Field | No | Depends on config, whether to create a Drop-down |
Condition | Select from a Drop-down list | No | Can be managed from Application Settings in the Web Portal |
Upload Files | Upload any contextual file/document | No | |
In Financial Information, details related to pricing and finance can be entered. Users must bear in mind that data for the sequence of fields should be like the value of Capitalization Date > End of Life > Purchase Date. Financial information is required to calculate depreciation.
FINANCIAL INFORMATION | |||
FIELD NAME | DESCRIPTION | MANDATORY | VALIDATION |
Capitalization Price | Enter Capitalization Price | No | |
End of Life | Enter a date | No | Capitalization Date > End of Life > Purchase Date |
Depreciation % | Enter a percentage value | No | |
Capitalization date | Enter a date | No | Capitalization Date > End of Life > Purchase Date |
Scarp value | Enter scrap value | No | Purchase Price > Scarp Value |
These fields are used to store the details of asset which tell about purchase information about the asset. The user can enter the name of the vendor from whom the purchase was made.
PURCHASE INFORMATION | |||
FIELD NAME | DESCRIPTION | MANDATORY | VALIDATION |
Vendor name | Select from a Drop-down list | No | Can be managed from Application Settings in the Web Portal |
PO Number | Free Text Field | No | |
Invoice no | Free Text Field | No | |
Invoice date | Select a date | No | Capitalization Date > End of Life > Invoice Date |
Purchase price | Enter purchase price | No | Purchase Price > Scarp Value |
Purchase date | Enter purchase date | No | Capitalization Date > End of Life > Purchase Date |
The user enters the person to whom asset has been allotted. For this, the user needs to set the status as Allotted and the fields named Transferred to & Allotted up to in this section get enabled.
ALLOTTED INFORMATION | |||
FIELD NAME | DESCRIPTION | MANDATORY | VALIDATION |
Department | Select from a Drop-down list | No | Can be managed from Application Settings in the Web Portal |
Remarks | Free Text Field | No | |
Allotted Up to | Select a date | | User receives a notification under Assets due for return |
Transferred to | Select from a Drop-down list | Yes | Appears only if Allotted Type of status is selected. Can be managed from User Settings in the Web Portal |
Custom Fields are used to store information that is special or related to the organizational level and can vary according to the category of asset being added. These new fields can be created using the Web Portal.
CUSTOM FIELDS | |||
FIELD NAME | DESCRIPTION | MANDATORY | VALIDATION |
Custom Fields | May vary on what field type was created | No | Can be managed from Advanced Settings in the Web Portal |
In the Mobile App fill the form and click on Save icon (Tick symbol). The asset gets added and will be displayed in the Asset Grid of Mobile App as well as on the Web Portal.
The Cross icon refreshes the form fields and clears the contents that were entered earlier.
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