Creating a New Asset

Introduction:

Creating an Asset is the most vital feature available in ManagerPlus.  Every time a new Asset is acquired, it is here, that you will create a record so that it may be maintained.  

At the bottom of the article, you will find useful information and links to other relevant articles.

Instructions:

1.  Log into ManagerPlus and click on the Assets icon located on the left.

2.  Click on the New Asset icon.  A side menu will appear with the following drop-down options: 

Required Information, General, Specs and Cost. In each drop-down option, you will need to enter the appropriate information:

3.  Once the appropriate information has been added, click on the Save button.

Useful Information and Links:

Useful Links to Related Articles:

To Learn how to Manage Notes on an Asset, click here.

To Learn how to Manage Images on an Asset, click here.

To Learn how to Manage an Attachment on an Asset, click here.

To Understand Information on the Asset Screen, click here.

Glossary of Terms:

Required Information:

  • Asset Id:  This identifies the asset.  Every asset id must be unique.  Examples include:  Truck 001, Truck 002 and so on. Each Asset ID must be unique.
  • Description:  Short Description of the Asset. Example includes: 2017 White Chevrolet Silverado. You can use letters, numbers, or a combination of up to 24 characters.
  • Group:  An asset group describes where an asset belongs, who uses it, and what they use it for. The Group field is used for reporting and sorting purposes and is defined during configuration. Example includes, an asset group can be used to describe a location or a department that the asset belongs to.
  • Budget:  Budget that the asset is assigned to. The Budget ID field is used to collect transactions for the Budgets module. Each asset must have a budget assignment.
  • Status:  Current status of the selected item.
  • Category: An asset category is the broadest description of an asset. An example is VEHICLES. Asset categories are tied to asset types. The Category field is used for reporting and sorting purposes and is defined by your system administrator during configuration.
  • Type:  An asset type is a narrower, but still generic description of an asset. Asset types are subsets of specific asset categories. For example, TRUCK is an asset type in the VEHICLES category. The Type field is used for reporting and sorting purposes and is defined by your system administrator during configuration.

General:

  • Customer:  Customer that the asset belongs to. Used, for example, if you perform maintenance on customer-owned equipment. (May not display depending on the asset category.)

Specs:

  • Barcode/Tag:  Specify a custom barcode using your company naming convention. System generated and custom barcodes can both be used.

Cost:

  • Purchase Date:  This is the date the asset was purchased.
  • Purchase Cost:  This is the amount that was paid for the asset.
  • Useful Life (Months):  This is the amount of expected life in months for the asset.
  • Salvage Value:  This is the expected value of the asset.
  • Sold Date:  This is the date the asset was sold.

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