Assets Docs

1.What is Asset Management? #

Asset Management Software is an essential tool that helps to keep track of all the assets in the organization. It is a multidisciplinary approach to business that assists businesses in their day-to-day operations. Asset Management software is generally an integrated system used to deploy all hardware and software inventories.

In simple words, it is a centralized database used to track a blend of intangible (patents, trademarks, copyrights) and tangible (land, vehicles, equipment) business assets and helps in monitoring the functionality of assets.

1.1.CorporateStack Assets #

CorporateStack Assets Module is a powerful tool that can help you with any asset tracking requirement you may have. It contains several powerful features which simplify and track assets automatically for you. Some of the benefits CorporateStack Assets can provide your organization are outlined below:

  • Enable employees to focus on productivity
  • Reduce overhead costs and management expenses
  • Monitoring asset functionality
  • Increased business profitability
  • Scan and monitor assets dynamically
  • Minimize business risk
  • Utilize business time efficiently
  • Maximize asset usage
  • Schedule asset maintenance regularly

2.Asset Desk #

The Asset Desk displays a list of assets currently registered in your organization. To go to the Asset Desk, click on Assets in the main navigation. Alternatively, you can click on the Assets Module under Modules in the main navigation.

Here, a list of assets can be viewed. Assets can be viewed according to different categories. Assets can also be filtered by other various requirements such as Types, Branches, etc. Alternatively, you can also search for assets by typing in a keyword related to that asset. On the right of the filter box, the total asset value is displayed for that selection. If no filters are applied, it displays the total asset value of all assets in the organization.

Assets can also be exported into an Excel sheet. To export a specific subset of assets, first apply a filter to choose the assets you require. Then, click on the export button to export it to an excel sheet.

The Asset Desk also shows you a summarized view of each asset. Details about the asset and its barcode can be viewed by clicking on the asset name. On the right of each asset, you can also modify certain aspects about the asset. To do this, click on the small settings icon on the far right side of each asset. 

Here, an activity log for each of the assets can be viewed. Click on the Activity log button to view it. The pop out window shows a summarized view of the different activities that the asset has gone through. Here, a new activity for the asset can also be added. 

Assets Service details can also be found here. To read more about asset servicing, click on the Asset Service section. 

Lastly, other actions can also be made on an asset. These include editing details about the asset, deleting the asset, or writing off the asset. Writing off the asset signifies that this asset has reached the end of its lifecycle. It cannot be used anymore. 

2.1.Creating New Assets #

To register a new asset, click on New Asset in the main navigation. Alternatively, click on Add Asset in the top right corner of the Asset Desk. 

As can be seen, certain information about the asset must be entered here. These details are used to identify and track the asset. Details include category, type, brand, etc. Details about the value and the branch the asset belong to can also be entered on the right side of this page. Lastly, you can also upload documents regarding the asset at the bottom of the page. 

3.Assets Log #

Assets Log shows you a list of activities that the asset has been through. This page can be accessed by hovering over the assets tab in the main navigation, then selecting Assets Log. 

Here, select an asset to check the log for. This will show you the different logs for that asset. 

4.Categories and Types #

Assets can vary significantly within an organization. They can be related to computer software, or they could be company vehicles. It is always a good idea to create categories for assets to have an enhanced structure. To navigate to the Categories and Types page, hover over the assets tab in the main navigation, then select Categories and Types. 

Here, a list of asset categories can be seen within the organization. Similar to warehouses, you can add, edit, and delete categories as required. Two specific options are available for categories. The first option, asset tracking, enables this asset to be tracked. The second option, vehicle properties, signifies that this category is for vehicles. Therefore, any asset created under that category will have vehicle properties in it as well. 

Asset Types are types of the asset within a category. For example, you may have Mac and Windows computers within the Computer category. Similar to the categories sections, here you can add, edit and delete types as required. The depreciation field allows you to calculate depreciation for that asset type based on the time period provided. 

5.Warehouses #

Warehouses are locations in which assets are stored. To access the list of warehouses in your organization, hover over the assets tab in the main navigation, then select warehouses. 

Here, a list of existing warehouses in the organization can be viewed. Additionally, new warehouse locations can be added to the list as well. To do this, add the required details in the add new warehouse box at the top of the page. Then click on Add to add it to the list. To edit an existing warehouse, click on the edit button to the right of each warehouse. Then edit the details on the box at the top of the page. Similarly to delete a warehouse, simply click on the delete button to the right of each warehouse. 

6.Asset Servicing #

Certain assets need to be serviced regularly to maintain their value. CorporateStack Assets allows you to track whenever an asset is sent for servicing. To view the assets that have a service history, click on the Assets Services in the main navigation. 

Here, a list of assets with a service history are displayed. At the top of this page, you can filter asset service histories by category. These categories are Pending, Open (default), and Closed. Pending requests are based on scheduled times. Open requests are service requests that have been created but have yet not been completed. Closed requests are requests that have already been finished. Additionally, asset services can be filtered by other properties as well, such as Time, Asset Code, etc. 

The asset service list also shows summarized details about the request. These details can be modified by clicking on the settings icon to the left of each service request. To mark a service as completed, modify the request first. Then click on the completed box at the bottom of the pop-out window. 

To add a new asset service request, click on the Add Service at the top right corner of the page.  

First, select an Asset to be serviced. Next, enter the cost for the servicing. Lastly, enter any additional details about the servicing, such as the type of servicing. Click on save to save the service request. 

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