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Inventory Pro

Trace: • Assets

Assets

Table of Contents

Assets

Inventory → Management → Assets

Field Description
Asset Tag The text in this field is used to identify the asset within your system. This is also the code that will print on the bar code label if you choose to print one for this asset.
Description Enter a brief description of the asset in this field. This description will accompany the asset tag when selecting an asset to identify it.
Asset Type The classification an asset is categorized under.
Serial Number This field displays an asset’s serial number.
Dates/WarrantyThese fields contain information about dates within the life cycle of the asset as well as information about any warranty the asset may have.
Used ByThis field is used to assign an asset to a particular employee.

Adding a New Asset

Inventory → Management → Assets → “Add Asset” Button

To add a new asset into the database:

  1. Click on the “Add Asset” button.
  2. Enter an asset tag and any other applicable fields as described above.
  3. Click on the “Save” button.
  4. When you are finished, you can click on the “Add New” button or return to the asset list and begin again at step 1 to continue adding assets or go to a different page to stop adding assets.

Modifying an Existing Asset

Inventory → Management → Assets → Pencil Icon in Edit Column

  1. Search for the asset that you wish to modify as described earlier in the manual under Searching.
  2. Click on the pencil icon next to the asset that you wish to modify.
  3. Make the desired modifications.
  4. Click on the “Save” button

Retiring an Existing Asset

Inventory → Management → Assets → Pencil Icon in Edit Column

  1. Search for the asset that you wish to retire as described earlier in the manual under Searching.
  2. Click the pencil icon to the left of the Asset field for the asset that you wish to retire.
  3. Click on the “Retire” button.
  4. A warning will pop up asking you if you are certain about your decision.
  5. Click on the “Yes” button to retire the asset.
  6. The asset has been now been deactivated.

Once assets have been retired, they can be restored to active status by simply going to the page the same way you would if you were retiring the asset and click on the “Restore” button. As well, retired assets will show up on the asset list when All is selected in the Status field, so if you do not wish to see them be sure that Active is selected on the Status field in the Assets page.

Asset Types

System → Definition → Asset Types → “Add New Asset Type” Button

System → Definition → Add New Asset Type

Sometimes you will have to add a new tangible or intangible asset type. To do so:

  1. Click on System and then on Add New Asset Type or on Asset Types.
  2. If you clicked on Asset Types in step one, click on the “Add New Asset Type” Button; otherwise, skip this step.
  3. Fill in the Description field.
  4. Select the depreciation methods that apply in the Depreciation fields.
  5. Fill in any other fields that are applicable.
  6. Remember to check the checkbox in the Use field if you wish to have the asset useable as an active asset.
  7. Click on the “Save” button.

You can also access asset types that you have already created:

  1. Click on System and then on Asset Types.
  2. A table should appear on the screen with all of the asset types that are currently in the database.
  3. You can search for assets types in this table much like you can for any other data in Inventory Pro Online.
  4. To edit an existing asset, click on the pencil icon next to the asset.
  5. You can also add an asset to this field by pressing the “Add Asset” button.

Depreciation Formulas

The following formulas are supported in Inventory Pro by default, additional formulas can be included per request. We support 2 depreciation methods on each asset.