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.
Create an account that is the location that your assets will be stored.
In the Main Menu, click on Customers and click on the Add button.
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.
Each customer must have at least one Venue attached to it
Click on Customers that is found in the Main Menu.
Create customer
Customer Code
Description
Create Venues
Set customer
Select venue typo
Venue Name
Address
Suburb
Contact
First name
last name
phone
Create asset
Asset Brands
Asset Suppliers
Create asset types
Code -
Description
Enabled
Create Asset SKU
Asset type
Asset Brand
Make
Model
Year
Description (Mandatory)
Create Asset
Asset ID
Asset Class
Consumable
Fixed Asset
Stock
Rental
Internal Use
SKU
Must give asset a hove location
Create Personnel
First Name
Last Name
Phone Number
Personnel Type
Rate Card
Is Enabled
Show Jobs
Required
Can Scan Assets
Required
Things to be looked at
acnt set back to not started
Questions
Asset class, what relevance does it currently have
Consumable
Fixed Asset
Stock
Rental
Internal Use