Manage Assets

Manage Assets

Add Assets

An Asset refers to a product instance that has been sold. Consider a company selling air conditioners. In order 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.

To add an asset:
  1. Select the Assets module and click Create.
  2. Enter the following details, then click Save:
    1. An Asset Name
    2. Select the related ContactCompany, and Part
    3. Description of the asset
    4. Address where the asset is located
    5. Any Parent Asset associated with the given asset
    6. An Asset Number
    7. GIAI (global individual asset identifier) code
    8. The Purchased Date
    9. The Installation Date
    10. The Ordered Date
    11. The date of Warranty Expiration
    12. Currency
      The Currency and Exchange Rate will be displayed only if multiple currencies are enabled.


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.

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