Adding Assets in Bulk
How to Add Assets in Bulk?
HOME PAGE > ADD ASSET > UPLOAD MULTIPLE ASSETS
An organization may require to upload a number of assets/line items. This may consume a lot of time if they continue to enter one entry at a time. Asset Infinity provides a feature of bulk upload which enables the user to upload the number of assets at one go.
Menu > Import Data > Asset
An inbuilt spreadsheet will open:
Instructions to be followed:
Date Format: MM/DD/YYYY
Mandatory Fields: Asset Name, Category, Asset Location, Department, Status
Sub-categories and sub-locations should be present in Parent>Child>Child format
Vendor Name should be present in Vendor Name (Registration Code) format, if Registration Code of the Vendor is present
Allotted User should be present in Full Name (Email Address) format, if Email Address of the User is present
Upload maximum 5,000 assets at one-time using the interface
Convert the template to .csv before uploading
Mandatory Information
The mandatory information regarding the Asset is covered,
Asset Name (Mandatory)
Asset code will be the code for the assets (Asset code can be customized through Asset Code Format in Advanced Settings). If left blank, it will be auto generated.
Category from the Drop-down
Allotted (assets that are allotted to a particular user and are in use): if this type of status is selected, it is mandatory to assign a user in Transfer to column
Unallotted (the assets that are not allotted to any user and are in stock)
All other information can be filled as per requirement and are not mandatory.
In Financial Information, financial dates and prices are covered. While adding assets in bulk, the sequence of date is End of Life > Capitalization date> Invoice date > Purchase Date.
The sequence of the price is Capitalization Price > Purchase Price > Scrap value.
Financial information is captured for individual assets that help in depreciation calculation.
Saving The Data
Fill the sheet and click on the Save button. Assets will be added and will be displayed in the Asset Register on the dashboard.
If any error appears, it can be downloaded from an auto-generated file that appears on this screen or in the cells with the error marked red. The data does not get uploaded until all the errors are removed.
Standard Configuration
The fields hold a certain length of characters that can be filled but can be altered and increased.
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