Fields | Explanation | Configuration |
Asset Details | ||
Asset Name * | - | Give the component a name. |
Product * | - | Select an available product from the drop-down. Click the plus icon to create a new product. |
Asset Tag | Organization-assigned unique identifier for internal tracking. | Specify the asset tag for the component. |
Org Serial Number | Unique identifier assigned by the manufacturer. | Specify the product serial number. |
Vendor | Organization from whom the asset is purchased. | Select an available vendor from the drop-down. Click the plus icon to create a new vendor. |
Barcode | 1D/2D codes that store component details. | This field is auto-populated for assets added via barcode/QR code scan. |
Description | - | Provide a brief description about the asset. |
Asset State ![]() Note: Only asset states with the Requires Ownership checkbox enabled can be assigned to a user or department. | ||
Asset State | Select the state of the asset in the asset management lifecycle. For example, In Use, In Store, etc. | Select an asset state from the drop-down. |
User | User to whom you want to assign the component. | Select a user from the drop-down |
Department | Department to whom you want to assign the component. | Select a relevant department from the drop-down. |
Associated to Assets | Asset associated with the new component. | Select an component from the drop-down. |
Retain user site as asset site. | For assets in use, the field retains the site of the associated asset, user, or department. | Enable this checkbox to retain the user's site as the asset's site. |
Site | Site associated with the component. | Select the required site from the drop-down. |
Location | Asset location | Specify the component location. |
Is Loanable | Loan assets to users or technicians for a specific period. | Enable the checkbox and specify the loan start and end dates. |
Comment | Reason for the asset state change. | Describe the state change. |
Purchase Details | ||
Purchase Cost | The amount paid to acquire the asset. | Specify the purchase cost in the base currency. |
Acquisition Date | Date when an asset is officially purchased and added to the organization's inventory. It marks the start of the asset life cycle. | Select the corresponding dates from the calendar. |
Expiry Date | Date when an asset is considered obsolete, fully depreciated, or ready for retirement/replacement. | |
Warranty Expiry Date | End of the manufacturer's warranty period. |