Documentation Manual
< All Topics<
Print

Assets

.

You can manage and create assets with the help of this user manual. It helps to manage the assets of clients and it provides services as a financial service provider.

.

How to Access Assets:

Click on Dashboard>Asset
You land on the Asset Management overview page.

Screenshot (151)

                                                                Figure 01.

It has the following features:

.

Asset name: it is the name of the Asset.
Purchase date: On which date it is purchased.
Expected Asset life: overall life of Asset.
Amount: Total amount of assets.
Asset ID: A unique identification of an Asset.
Description: Details about the Asset.
Attachment: any document attached regarding assets.
Status: what is the current status of the Asset?

.

Manage: if you want to manage Asset, click on manage.

You will get 3 options:

Edit: if you want to edit the form, click on it, enter changes and if you want to save them click on update. To discard click on the cancel button.
Edit status: you can edit the status of an Asset from this option from retired, expired to damage, etc.
History: click on History to get details of the Asset.

.

How to Create Asset:

Click on create.
The following card pops up.

Screenshot (152)

Figure 02.

.

It has several options:

Offices: Select the office from here.
Asset name: Enter Asset name.
Amount: Select asset amount.
Purchase date: Enter purchase date.
Expected Asset life: Select expected life.
Asset ID: Enter Asset ID.
Employee: Enter employee name.
Attachment: Attach required files/documents.
Description: Add some additional information regarding the Asset.

.

Create: if you want to create, click on create.

Cancel: if you want to cancel, click on the cancel button.

.

Entries: You can select entries of Assets from 10, 20 etc to want to see on one page.

A. Page Carousel: Helps to display the number of pages for the total number of Assets it holds.
B.Search Console: To look for the Asset using the name of the asset, with the ID number of the Asset.

.

.

.

.

.

.

Content