Asset management
Overview
Using the asset management module, you can manage any types of objects and make them available for your users to book them, or you can assign the assets to the users to track your company assets.
Book anything
For example, you can use the asset management to reserve company cars, development equipment, beamers, workshop equipment, tablets, laptops or anything else that you want to make available for your users. By making all these objects available for booking, you can show all the available assets of your company to the users, and you can save costs. If the users are aware of the available assets, then they may not try to buy a new one or may not try to rent / lease one from a third company.
Inventory management
On the other, you can also use the asset management to manage an inventory of your items and assign them to your colleagues. For example, John Doe got a laptop, a business car and a company phone. This way, you know which items are assigned to John and you can track it in case the employee leaves the company or changes the position within the company The items may be bought or leased items. In the case of a leased item, you know the expiration date, and you can restrict it for the reservations, or you can take it back from the user if it's assigned to him.
Why asset management?
The main idea behind the asset management module is to know which assets are available in the company, by making them accessible by the users. The goal is also to improve the way to find these items and make the incentivization of the items easier. Still, you can use the asset management only for a limited use case of yours. For example, book your company cars through it.
Instruction manual
To enable the module, navigate to the admin area as an administrator to Dashboard > Setting > Asset management and enable the module. After doing so, the users will so on the application frontend a new option in the reservation flow, which is called Asset management. They cannot book anything there, until you configure an asset item for them.
Asset item
As an administrator, you can create an asset item. An asset item has the following attributes, which you can configure per asset:
General information
The general information field defining the minimum amount of information you should provide per asset.
name
The name of the asset. The name field is required.identifier
The internal identifier of the asset, such as FLX_0001 The identified field is required.category
The category of the item, this is an important field for further configuration steps. Read more about it below in the designated section. The category field is required.description
A brief short text or other additional information about the asset. The description is optional.
Asset information
All asset information fields are optional, still they help to describe the object more precisely.
producer
The name of the company that produced the asset.serial number
The serial number or any other producer-specific number, which may help to describe the object better.production date
The date when the asset was produced.price
The original price of the asset.ownership
The type of the ownership, which can be bought or leased.expiration date
In case of a leased asset, you can select how long is the object leased. This value will also be used to restrict the reservation limits of the asset.
Images
Upload images of the asset. We recommend having one clean image per asset. Recommended image parameters:
PNG or JPEG, 16:9 aspect ratio, smaller image size (<500 KB)
Documents
Upload documents to your asset, such as a guarantee paper, insurance paper, invoice, or anything else. The documents may be visible to the users.
Asset status
TODO
Asset category
TODO.
Import / export
TODO.
Asset booking
TODO.
Create asset booking
TODO.
Fixed asset assignment
TODO.
Reservation list
TODO.
Manage asset reservation
TODO.