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            Knowledge Base Asset Infinity Help Center Import Data Asset

            Asset

            To add multiple assets, click on the "Add Asset" button present on the dashboard and click on "Upload Multiple Assets" (header of the form) 


            Or simply go to "Import data" and select "Asset". 

            An inbuilt spreadsheet will open:

            Instructions to be followed:

            1. Date Format: MM/DD/YYYY 
            2. Mandatory Fields : Asset Name, Category, Asset Location, Status, Serial No 
            3. Sub-categories and sub-locations should be present in "Parent>Child>Child" format 
            4. Vendor Name should be present in "Vendor Name (Registration Code)" format, if Registration Code of the Vendor is present 
            5. Allotted User should be present in "Full Name (Email Address)" format, if Email Address of the User is present 
            6. You can download reference file to take master data help which is required in uploading the details.
            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 customised through Asset Code Format in Advanced Settings) if left blank will be auto generated,  add Category from the drop-down (the user can create a category from Application Settings or simply by clicking on the Add button given next to category field), select Location to which the asset has to be added from the drop down (location can be created in the same way as category from the application settings).
            Select Status from the drop down.Status denotes the allotment of an Asset, there are three types of status – Allotted (the assets that are allotted to a particular user and are in use), Unallotted (the assets that are not allotted to any user and are in stockand Discarded (this status is only used when an asset is discarded or will not be used anymore.

            Additional Information

             In the Additional Information tab, users can cover details like Brand, Model, Serial No., Condition (Physical state of the asset), Upload files description. Brand, Model and Condition are added through application settings.

            Financial Information

            In Financial Information, financial dates and prices are covered. While adding assets inbulk, the sequence of date is End of Life> Capitalisation date> Invoice date > Purchase Date. The sequence of price is Capitalisation Price> Purchase Price > Scrap value. The financial information is captured for individual assets that helps in depreciation calculation.

            Purchase Information

             In Purchase Information, users can update the purchase details of an asset. User can add Vendor Name, PO Number, Invoice date, Invoice number, Purchase Price, Purchase date. Select the required vendor details from drop down. The invoice date should not be greater than the purchase date. 

            Allotted information

            In the Allotted information, the information about the user to whom the asset is allotted is covered. For allotted assets, the Transferred to field will be displayed whereas for the unallotted assets, the field will not be displayed with department, remarks and allotted up to (fixed fields irrespective of the status selected). 


            If there is any custom field added to the form, it will also be displayed. Fill the sheet and click on the save button. The asset will be added and will be displayed in the Asset Register on the dashboard.

            Download reference file and template to add assets through excel(csv) files.
            Updated: 05 Jul 2019 01:56 AM
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