Fixed Assets
Updated 1 day ago
2 min read
Overview
Track and manage your company's fixed assets including equipment, vehicles, furniture, and other capital items. Record purchase details, monitor warranties, and export asset reports.
Add Asset
- Click the Add Asset button.
- Complete the asset form.
Form Fields
| Field | Required | Description |
|---|---|---|
| Asset Name | Yes | Name of the asset (e.g., "MacBook Pro 16-inch") |
| Asset Type | No | Category (searchable dropdown). You can create a new asset type inline. |
| Status | Yes | Current status: Available, Assigned, Maintenance, or Retired |
| Purchase Price | No | Acquisition cost (decimal, step 0.01) |
| Purchase Date | No | Date the asset was acquired |
| Serial Number | No | Unique serial/identification number |
| Colour | No | Colour identifier (colour picker) |
| Warranty Expiry | No | Warranty expiration date |
| Description | No | Additional details, specifications, or notes (max 1,500 characters) |
Creating Asset Types Inline
If the desired asset type doesn't exist:
-
Click the + button next to the Asset Type field.
-
Enter a Name (required) and optional Description.
-
Click Save to create the type and select it.
-
Click Save to create the asset.
Asset Statuses
| Status | Colour | Description |
|---|---|---|
| Available | Green | Ready for use |
| Assigned | Blue | Currently in use by someone or a department |
| Maintenance | Yellow | Being serviced or repaired |
| Retired | Grey | No longer in use |
Edit Asset
- Click Edit on the asset record.
- Modify the desired fields.
- Click Save to update.
Delete Asset
Single Delete
- Click Delete from the actions menu.
- Confirm.
Bulk Delete
- Select multiple assets using checkboxes.
- Click Delete Selected.
- Confirm.
Export Assets
PDF Export
Click the Export PDF button to generate a professional asset report containing:
- Header: "Assets Report" with generation timestamp
- Summary: Total records and total asset value
- Table Columns: Name, Asset Type, Serial Number, Status (colour-coded), Purchase Date, Purchase Price, Warranty Expiry
- Footer: Auto-generation notice
Was this page helpful?
0 found it helpful, 0 did not