Guide

1. Creating an Asset

   • Create an item, refer to Creating & Managing Items guide

   • When creating the item

     1. Tick on “Is Fixed Asset”

     2. Select the corresponding Asset Category

Go to Assets > Asset

Click on New. To create a new asset, a purchasing invoice is required.

• When creating the asset, enter the following details:

  • Asset Name

  • Item Code - Select from list of items

  • Location - Create/Select a location

  • Custodian - The employee the asset will be assigned/given to

  • Department - Department of custodian

  • Purchasing Invoice - Create/Select a Purchasing Invoice

3. Click on Save. After reviewing the asset’s details, click on Submit.