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 stock) and Discarded (this status is only used when an asset is discarded or will not be used anymore.)
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.
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.
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.
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.