General information
Description*: The description or title of the asset, for example "iPad Pro".
Serial number*: Enter the serial number of the asset.
Manufacturer: Enter the manufacturer of the asset.
ID number: If the asset has a unique identification number, you can enter it here.
Category: Select a category from the default list or create a new category by clicking You can edit and delete categories from Burger menu > Categories.
Picture: Optionally, you can add a picture for the asset. Either browse to upload or drag and drop a picture file. You can add more files below the "Files" section.
Connections
Assigned person: Select the person who is assigned (given) this asset. Click to create a new person.
Insurance contract: If the asset has an insurance contract, you can connect it here.
Linked contracts: Connect one or more contract to this asset. For example, here you can connect a service agreement.
Location*: The Location that the asset belongs to. Click to create a new location.
Department: The Department that the asset belongs to. For example "Administration", "Sales" or "Finance".
Contact information
Address: Enter the first line of the address where the asset is located.
Zip/Postal: Enter the Zip or Postal code.
City: Enter the city of where the asset is located.
Country: Choose the correct country from the list.
Building: Here you can specify the exact building.
Floor: Here you can specify the floor where the asset is located.
Room: You can specify the room where the asset is located.
On loan: Check this box in case the asset is loaned out to another Company or Location (Business unit) within your organisation.
Location/Company: Enter the Location or Company that the asset is loaned out to.
Contact person: Enter the name of the contact person in the Location or Company where the asset has been loaned out to.
Email: Enter the email address of the contact person.
Phone number: Enter the phone number of the contact person.
Dates and comments
Date of purchase: Enter the date when the asset has been purchased.
Warranty period: Enter what is the warranty period of the asset, for example "24 months".
Expected renewal date: Enter the date when this asset is expected to be renewed.
Disposal date: Enter the date when this asset is expected to be disposed of.
Date comments: You can create multiple date comments for various things that are relevant for the specific asset. Click to enable the first record and click the
again to add new. For each record you need to enter Start date and Comments. End date is not a required field.
Files
Attachments: You can attach documents from your local computer. Simply drag and drop files or click the button to browse files and upload them.
External links: You can paste links to documents or folders stored on cloud storage locations or on your local server. Hit Enter to add a link.
Comments
Comments: Add comments about this asset in the text field below.