Manage Assets
An Asset refers to a part instance that has been sold to customers and is now owned by them. Consider a company selling air conditioners. To provide after-sales support like warranty service or repairs, they would need to keep track of their sold products. With the Assets module, you can manage the assets associated with a customer and create work orders for these assets.
Add Assets
Permission Required: AssetsTo add an asset:
- Select the Assets module from the Customers menu and click Create.
- Enter the following details, then click Save:
- An Asset Name
- Select the related Contact, Company, and Part
- A Description of the asset
- Address where the asset is located
- Any Parent Asset you want to associate with the given asset
The list of all assets related to the parent asset can be seen under the Child Assets related list of the parent asset. - An Asset Number
- A GIAI (global individual asset identifier) code
- The Purchased Date
- The Installation Date
- The Ordered Date
- The date of Warranty Expiration
- Currency
The Currency and Exchange Rate will be displayed only if multiple currencies are enabled. - Company/Contact you want to associate with the asset.
If the sync type between Zoho FSM and Zoho Books/Invoice is Type III or Type IV, in the module builder you can set whether these fields are mandatory or not.
Related Information
Child Assets, Requests, Estimates, Work Orders, and Service Appointments can be created for an asset. These details can be found under the Related List tab of the Assets View page.
Add Assets from Mobile App
To create an asset:
- Select Assets, in the left menu.
- In the Assets screen, tap the add [+] icon.
- In the Create Asset page, enter the necessary details and click Save.
- In the lookup fields, you can do an advanced search.
- In the address fields, you can add addresses.
- The Currency and Exchange Rate will be displayed only if multiple currencies are enabled.
The created asset can be edited. To edit an asset:
- Click the Edit [
] icon on the top right side.
- Make the necessary changes and click Save.
You can also add notes, and view the related records.
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