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The following steps need to be completed to correctly setup asset tracking. These are:

• Create Customer Accounts

• Create Assets

• Create Jobs and Tasks

Creating Customer Accounts

To assign assets to your customers you must first create your customer accounts.

You must complete the following:

• Code

  • This will be the code that is associated with this customer

• Description

  • Customer Name

You can also record the Primary Contact and the Billing Contact here

Customer Venues

Customer venues are subsets of the main customer account and allow you to create multiple venue locations for an individual customer.

Click on Customers that is found in the Main Menu

and press Add

You are required to complete:

• Customer Code

• Description

  Create Venues

  Set customer

Once you have created your customers, you can proceed to create your venues.

Click on Venues that is found in the Main Menu and press Add

You are required to:

• Select your customer account

• Select venue

  typo

  type

• Venue Name

All other fields are optional however we do recommend

• Address

  • Suburb

  • Contact

    • First name

    • last name

    • phone

Create asset

Before you can create an Asset, you must first create the following.

• Create asset types

  • Code -

  • Description

  • Enabled

• Create Asset SKU

  • Asset type

  • Asset Brand

  • Make

  • Model

  • Year

  • Description (Mandatory)

• Create Asset Brands (Optional)

• Asset

  ID

• Asset Class

  • Consumable

  • Fixed Asset

  • Stock

  • Rental

  • Internal Use

• SKU

• Must give asset a hove location

Create Personnel

• Suppliers (Optional)

Once you have created Asset Types and Asset SKU you are ready to create your Assets

Click on Assets in the Main Menu, your assets are required to have:

• Asset ID

• Asset Class

• SKU

It is also recommend that you give your asset a home location if your Tasks require the asset to be returned rather than being shared around.

Task and Job creation

Before you can begin creating Tasks (and Jobs) you must first create the Personnel that will be completing the Tasks and given the permission to access Jobs and the ability to Scan Assets

Create Personnel

From the Main Menu, click on Personnel.

You are required to give your personnel:

• First Name

• Last Name

• Phone Number

• Personnel Type

• Rate Card

• Is Enabled

Allocate each personnel the following Permissions:

• Show Jobs

  • Required

• Can Scan AssetsAsset

  • Required

Things to be looked at

Questions

Asset class, what relevance does it currently have

Creating a Task

You can create a task from any of the following Main Menu options and pressing Add:

• Tasks Unallocated

• Tasks Allocated

• Tasks On-Hold

• Tasks Completed

• Tasks Cancelled