Asset Management

The organization will be allocating some assets such as chillers, display stands, freezers, etc. to the customers. You can manage those assets in this section.

Manage Asset types

You can add, edit, or delete an asset using this option. All the assets configured in the system will be displayed. You can also filter the results.

To add a new asset type, click on ‘Add button’

Enter the asset description and click on Save.

You will be acknowledged ‘Successfully saved’. Click OK to continue.

Click on edit and delete icon to edit or delete an asset.

Manage Assets

You can view the allocated assets and allocate new assets in this option.

To view all the allocated assets, select the organization. Then click on Filter.

You can use the filter to narrow down the results.

To allocate a new asset, click on Add.

Select the customer name from the drop down.

Enter the asset type, asset code and description. Keep ‘Is Active’ checked if the asset is active.

Click on ‘Save’.

You will receive an acknowledgement. Click OK to continue.