Zoho FSM | Manage Assets

Manage Assets

An Asset refers to a part instance that has been sold. 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.

Permission RequiredAssets

Add 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 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.
    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.
    13. 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.

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:
  1. Select Assets, in the left menu.



  2. In the Assets screen, tap the add [+] icon.



  3. In the Create Asset page, enter the necessary details and click Save.



  4. In the lookup fields, you can do an advanced search.
  5. In the address fields, you can add addresses.
  6. The Currency and Exchange Rate will be displayed only if multiple currencies are enabled.
The created asset can be edited. To edit an asset:
  1. Click the Edit [] icon on the top right side.
  2. Make the necessary changes and click Save.

         
You can also add notes, and view the related records.

    Zoho CRM Training Programs

    Learn how to use the best tools for sales force automation and better customer engagement from Zoho's implementation specialists.

    Zoho CRM Training
      Redefine the way you work
      with Zoho Workplace

        Zoho DataPrep Personalized Demo

        If you'd like a personalized walk-through of our data preparation tool, please request a demo and we'll be happy to show you how to get the best out of Zoho DataPrep.

        Zoho CRM Training

          Create, share, and deliver

          beautiful slides from anywhere.

          Get Started Now


            Zoho Sign now offers specialized one-on-one training for both administrators and developers.

            BOOK A SESSION










                                    You are currently viewing the help pages of Qntrl’s earlier version. Click here to view our latest version—Qntrl 3.0's help articles.




                                        Manage your brands on social media

                                          Zoho Desk Resources

                                          • Desk Community Learning Series


                                          • Digest


                                          • Functions


                                          • Meetups


                                          • Kbase


                                          • Resources


                                          • Glossary


                                          • Desk Marketplace


                                          • MVP Corner


                                          • Word of the Day


                                            Zoho Marketing Automation

                                              Zoho Sheet Resources

                                               

                                                  Zoho Forms Resources


                                                    Secure your business
                                                    communication with Zoho Mail


                                                    Mail on the move with
                                                    Zoho Mail mobile application

                                                      Stay on top of your schedule
                                                      at all times


                                                      Carry your calendar with you
                                                      Anytime, anywhere




                                                            Zoho Sign Resources

                                                              Sign, Paperless!

                                                              Sign and send business documents on the go!

                                                              Get Started Now




                                                                      Zoho TeamInbox Resources



                                                                              Zoho DataPrep Resources



                                                                                Zoho DataPrep Demo

                                                                                Get a personalized demo or POC

                                                                                REGISTER NOW


                                                                                  Design. Discuss. Deliver.

                                                                                  Create visually engaging stories with Zoho Show.

                                                                                  Get Started Now









                                                                                                      • Related Articles

                                                                                                      • Manage Subscriptions

                                                                                                        Highlights FSM has a volume-based pricing Subscriptions are available with a monthly or annual billing frequency The calculations for upgrade are done on a pro-rata basis When you make changes to your subscription, you will receive an email ...
                                                                                                      • Manage Services And Parts

                                                                                                        In a work order, services and their affiliated skills and products need to be added. All the data related to services and parts is added in the Services And Parts module. Permission Required: Services And Parts Add Services and Parts To add a service ...
                                                                                                      • Manage Service Appointments

                                                                                                        Scheduling Service Appointments All the service appointments in the Dispatch Console are initially scheduled by assigning them to a field agent or crew. Appointments can be scheduled from the Work Order Details page, as mentioned here. This can also ...
                                                                                                      • Email Template

                                                                                                        Manage your communications swiftly using easy-to-create, reusable templates that will help you automate sending repetitive emails to multiple recipients. Email templates will be used in conjunction with email notifications. - Permission Required: ...
                                                                                                      • Webhooks

                                                                                                        Webhooks offer a way for you to establish communication between Zoho FSM and another application when an event occurs and exchange information about the event that occurred. A webhook is an event-notification via a HTTP URL. To trigger a webhook, you ...
                                                                                                        Wherever you are is as good as
                                                                                                        your workplace

                                                                                                          Resources

                                                                                                          Videos

                                                                                                          Watch comprehensive videos on features and other important topics that will help you master Zoho CRM.



                                                                                                          eBooks

                                                                                                          Download free eBooks and access a range of topics to get deeper insight on successfully using Zoho CRM.



                                                                                                          Webinars

                                                                                                          Sign up for our webinars and learn the Zoho CRM basics, from customization to sales force automation and more.



                                                                                                          CRM Tips

                                                                                                          Make the most of Zoho CRM with these useful tips.



                                                                                                            Zoho Show Resources