# Asset Management App

# Asset Modules defined

The Asset Tracker has four modules

<table border="1" id="bkmrk-asset-search-search-" style="border-collapse: collapse; width: 100%;"><colgroup><col style="width: 26.605%;"></col><col style="width: 73.5186%;"></col></colgroup><tbody><tr><td>**Asset Search**</td><td>Search for Assets and view information on the asset</td></tr><tr><td>**Asset Actions**</td><td>Create an action on multiple assets</td></tr><tr><td>**Asset Audit**</td><td>Action a standard audit or blind audit on location</td></tr><tr><td>**Asset Scan Print**</td><td>Create an action on an asset by scanning the barcode.

The system will automatically print the label of information of that asset

Used in a manufacturing process

</td></tr></tbody></table>

[![image.png](https://hugeerp10.co.za/hsofmanual/uploads/images/gallery/2023-11/scaled-1680-/7D6image.png)](https://hugeerp10.co.za/hsofmanual/uploads/images/gallery/2023-11/7D6image.png)

# Asset Search

Search for Assets and view information on the asset

Asset Search video (2023 October) - [Asset\_Search.mp4](https://hugeerp10.co.za/hsofmanual/attachments/65)

##### Search on an asset by

1. Scanning the asset tag
2. Searching for the product

[![image.png](https://hugeerp10.co.za/hsofmanual/uploads/images/gallery/2023-11/scaled-1680-/C9Cimage.png)](https://hugeerp10.co.za/hsofmanual/uploads/images/gallery/2023-11/C9Cimage.png)

<table border="1" id="bkmrk-a-z-sort-the-asset-l" style="border-collapse: collapse; width: 100%;"><colgroup><col style="width: 10.2646%;"></col><col style="width: 18.4128%;"></col><col style="width: 71.3226%;"></col></colgroup><tbody><tr><td>[![image.png](https://hugeerp10.co.za/hsofmanual/uploads/images/gallery/2023-11/scaled-1680-/uOBimage.png)](https://hugeerp10.co.za/hsofmanual/uploads/images/gallery/2023-11/uOBimage.png)

</td><td>A-Z

</td><td>Sort the asset list by A-Z or Z-A</td></tr><tr><td>[![image.png](https://hugeerp10.co.za/hsofmanual/uploads/images/gallery/2023-11/scaled-1680-/CQvimage.png)](https://hugeerp10.co.za/hsofmanual/uploads/images/gallery/2023-11/CQvimage.png)

</td><td>+ (Add new asset)</td><td>Add a new Asset</td></tr><tr><td></td><td>Asset Barcode scan area</td><td>Scan a barcode to find an asset

Great with a scanner

</td></tr><tr><td>[![image.png](https://hugeerp10.co.za/hsofmanual/uploads/images/gallery/2023-11/scaled-1680-/Dg9image.png)](https://hugeerp10.co.za/hsofmanual/uploads/images/gallery/2023-11/Dg9image.png)

</td><td>Barcode</td><td>Scan a barcode using the camera

Best used with a phone

</td></tr><tr><td>[![image.png](https://hugeerp10.co.za/hsofmanual/uploads/images/gallery/2023-11/scaled-1680-/sUyimage.png)](https://hugeerp10.co.za/hsofmanual/uploads/images/gallery/2023-11/sUyimage.png)

</td><td>Search</td><td>Search by Brand, make and model

Search by description or code

</td></tr></tbody></table>

---

##### View the asset

Tap on the asset to view the details

[![image.png](https://hugeerp10.co.za/hsofmanual/uploads/images/gallery/2023-11/scaled-1680-/x2zimage.png)](https://hugeerp10.co.za/hsofmanual/uploads/images/gallery/2023-11/x2zimage.png)

##### Asset Menus

These menus are activated via the security against the user on the main system

<table border="1" id="bkmrk-asset-details-notes-" style="border-collapse: collapse; width: 100%;"><colgroup><col style="width: 29.3211%;"></col><col style="width: 70.8025%;"></col></colgroup><tbody><tr><td>**Asset**</td><td>View Basic information on the asset</td></tr><tr><td>**Details**</td><td>View Additional information like warranty, Next Service Date, Additional fields</td></tr><tr><td>**Notes**</td><td>View notes on the asset</td></tr><tr><td>**Asset Info**</td><td>View financial information on the asset eg. Cost price, supplier, when purchased</td></tr><tr><td>**Actions**</td><td>View all the actions done against the asset

Create a new action on this asset by clicking on the Plus

</td></tr><tr><td>**Linked Items**</td><td>View all linked items against the asset

Click on the Plus icon to linked multiple assets to this asset

</td></tr><tr><td>**Activity Report**</td><td>View all activities done on this asset</td></tr><tr><td>**Attachments**</td><td>See all attachments eg. photos, pdf documents etc</td></tr><tr><td>**Photos**</td><td>Add new photos or upload from gallery</td></tr></tbody></table>

---

##### Asset Information

View Basic information on the asset

<table border="1" id="bkmrk-save-updated-informa" style="border-collapse: collapse; width: 100%;"><colgroup><col style="width: 29.568%;"></col><col style="width: 70.5556%;"></col></colgroup><tbody><tr><td>[![image.png](https://hugeerp10.co.za/hsofmanual/uploads/images/gallery/2023-11/scaled-1680-/SQYimage.png)](https://hugeerp10.co.za/hsofmanual/uploads/images/gallery/2023-11/SQYimage.png)

</td><td>Save updated information on the asset</td></tr><tr><td>[![image.png](https://hugeerp10.co.za/hsofmanual/uploads/images/gallery/2023-11/scaled-1680-/hlgimage.png)](https://hugeerp10.co.za/hsofmanual/uploads/images/gallery/2023-11/hlgimage.png)

</td><td>GPS tag the asset

If you don't see this icon, contact your administrator to add to your security profile

</td></tr></tbody></table>

[![image.png](https://hugeerp10.co.za/hsofmanual/uploads/images/gallery/2023-11/scaled-1680-/Gdhimage.png)](https://hugeerp10.co.za/hsofmanual/uploads/images/gallery/2023-11/Gdhimage.png)

[![image.png](https://hugeerp10.co.za/hsofmanual/uploads/images/gallery/2023-11/scaled-1680-/Bu2image.png)](https://hugeerp10.co.za/hsofmanual/uploads/images/gallery/2023-11/Bu2image.png)

[![image.png](https://hugeerp10.co.za/hsofmanual/uploads/images/gallery/2023-11/scaled-1680-/jM0image.png)](https://hugeerp10.co.za/hsofmanual/uploads/images/gallery/2023-11/jM0image.png)

<table border="1" id="bkmrk-picture-default-imag" style="border-collapse: collapse; width: 100%;"><colgroup><col style="width: 28.0865%;"></col><col style="width: 72.0371%;"></col></colgroup><tbody><tr><td>**Picture**</td><td>Default image of Asset</td></tr><tr><td>**Status**</td><td>Current Action status of Asset</td></tr><tr><td>**Asset Number**</td><td>Asset number, Asset barcode</td></tr><tr><td>**Asset Name**</td><td>Description and name of asset</td></tr><tr><td>**Location**</td><td>Current Location

To update this field one is required to create an action against the asset

</td></tr><tr><td>**Condition**</td><td>Current Condition

To update this field one is required to create an action against the asset

</td></tr><tr><td>**Employee**</td><td>Current Employee

To update this field one is required to create an action against the asset

</td></tr><tr><td>**Reference**</td><td>More information on this asset</td></tr><tr><td>**Description**</td><td>Long description describing this asset</td></tr><tr><td>**Client**</td><td>A client linked to this item</td></tr><tr><td>**Brand**</td><td>The Brand category of this asset</td></tr><tr><td>**Make**</td><td>The Make category of this asset</td></tr><tr><td>**Model**</td><td>The Model category of this asset</td></tr><tr><td>**Serial Number**</td><td>Serial number of asset</td></tr><tr><td>**Comment**</td><td>Comment on asset</td></tr><tr><td>**GPS Location**</td><td>The GPS coordinates</td></tr></tbody></table>

# Asset Actions

Create an action on multiple assets

Asset Actions video (2023 October) - [Asset\_Actions.mp4](https://hugeerp10.co.za/hsofmanual/attachments/66)

Actions logged against an asset are as follows:

1. Location
2. Condition
3. Issued to

Icons defined

<table border="1" id="bkmrk-full-item-details-on" style="border-collapse: collapse; width: 100%;"><colgroup><col style="width: 24.3828%;"></col><col style="width: 75.7408%;"></col></colgroup><tbody><tr><td>[![image.png](https://hugeerp10.co.za/hsofmanual/uploads/images/gallery/2023-11/scaled-1680-/7rbimage.png)](https://hugeerp10.co.za/hsofmanual/uploads/images/gallery/2023-11/7rbimage.png)

</td><td>Full item details on grid</td></tr><tr><td>[![image.png](https://hugeerp10.co.za/hsofmanual/uploads/images/gallery/2023-11/scaled-1680-/gKHimage.png)](https://hugeerp10.co.za/hsofmanual/uploads/images/gallery/2023-11/gKHimage.png)

</td><td>Compact grid view</td></tr><tr><td>[![image.png](https://hugeerp10.co.za/hsofmanual/uploads/images/gallery/2023-11/scaled-1680-/rEeimage.png)](https://hugeerp10.co.za/hsofmanual/uploads/images/gallery/2023-11/rEeimage.png)

</td><td>Multiple item scanning</td></tr><tr><td>[![image.png](https://hugeerp10.co.za/hsofmanual/uploads/images/gallery/2023-11/scaled-1680-/Ejaimage.png)](https://hugeerp10.co.za/hsofmanual/uploads/images/gallery/2023-11/Ejaimage.png)

</td><td>Single item scanning

Allows only one scan per asset

</td></tr><tr><td>Send to Server Button

</td><td>Updates the assets with the action

</td></tr></tbody></table>

[![image.png](https://hugeerp10.co.za/hsofmanual/uploads/images/gallery/2023-11/scaled-1680-/qFqimage.png)](https://hugeerp10.co.za/hsofmanual/uploads/images/gallery/2023-11/qFqimage.png)

<table border="1" id="bkmrk-issued-by-the-person" style="border-collapse: collapse; width: 100%;"><colgroup><col style="width: 29.6914%;"></col><col style="width: 70.4322%;"></col></colgroup><tbody><tr><td>**Issued By**</td><td>The person who is issuing the action

This can be a fixed field or activated for multiple users

Multiple user is activated on security

</td></tr><tr><td>**Action**</td><td>Select the action on the actions eg Check in or Check out etc</td></tr><tr><td>**Issued To**</td><td>Who are you issuing the assets to</td></tr><tr><td>**Location**</td><td>Where are the assets going to be located</td></tr><tr><td>**Condition**</td><td>What condition are the assets in</td></tr><tr><td>**Return Date**</td><td>An estimated return date</td></tr><tr><td>**Description**</td><td>Small description of the action on the assets</td></tr><tr><td>**Batch No**</td><td>Enter a batch number</td></tr></tbody></table>

<p class="callout info">Note: If you don't put anything into the Issue To, Location or Condition (eg they are left as Not selected) then the asset will retain its original log</p>

# Asset Audit

Create a Standard audit or blind audit

Asset Blind audit video (202401) - [Asset\_Audit.mp4](https://hugeerp10.co.za/hsofmanual/attachments/67)

Asset Results (202401) - [Asset\_Audit\_Results.mp4](https://hugeerp10.co.za/hsofmanual/attachments/68)

<table border="1" id="bkmrk-standard-audit-stand" style="border-collapse: collapse; width: 100%;"><colgroup><col style="width: 26.1112%;"></col><col style="width: 74.0124%;"></col></colgroup><tbody><tr><td>**Standard Audit**</td><td>Standard audit is green

Standard Audit allows one to view items in location

Once scanned the list is reduced

</td></tr><tr><td>**Blind Audit**</td><td>Blind audit is blue

Does not show assets at location

Only shows items that are scanned in audit

</td></tr></tbody></table>

<p class="callout info">Note: to limit the user from seeing the standard Audit, setup in security</p>

Icons defined

<table border="1" id="bkmrk-full-item-details-on" style="width: 100.123%;"><colgroup><col style="width: 26.9629%;"></col><col style="width: 73.0371%;"></col></colgroup><tbody><tr><td>[![image.png](https://hugeerp10.co.za/hsofmanual/uploads/images/gallery/2023-11/scaled-1680-/7rbimage.png)](https://hugeerp10.co.za/hsofmanual/uploads/images/gallery/2023-11/7rbimage.png)

</td><td>Full item details on grid</td></tr><tr><td>[![image.png](https://hugeerp10.co.za/hsofmanual/uploads/images/gallery/2023-11/scaled-1680-/gKHimage.png)](https://hugeerp10.co.za/hsofmanual/uploads/images/gallery/2023-11/gKHimage.png)

</td><td>Compact grid view</td></tr><tr><td>[![image.png](https://hugeerp10.co.za/hsofmanual/uploads/images/gallery/2024-01/scaled-1680-/Iafimage.png)](https://hugeerp10.co.za/hsofmanual/uploads/images/gallery/2024-01/Iafimage.png)

</td><td>Fetch information on the current asset which is not part of the current audit location.

Information updated on which location it is from, assigned to and condition.

It checks whether this asset exists in the system

</td></tr><tr><td>[![image.png](https://hugeerp10.co.za/hsofmanual/uploads/images/gallery/2023-11/scaled-1680-/Mscimage.png)](https://hugeerp10.co.za/hsofmanual/uploads/images/gallery/2023-11/Mscimage.png)

</td><td>Scanned items are hidden</td></tr><tr><td>[![image.png](https://hugeerp10.co.za/hsofmanual/uploads/images/gallery/2023-11/scaled-1680-/0p9image.png)](https://hugeerp10.co.za/hsofmanual/uploads/images/gallery/2023-11/0p9image.png)

</td><td>Scanned items can be viewed in list

Scanned items are marked with a green dot to show it is valid

</td></tr><tr><td>[![image.png](https://hugeerp10.co.za/hsofmanual/uploads/images/gallery/2023-11/scaled-1680-/phEimage.png)](https://hugeerp10.co.za/hsofmanual/uploads/images/gallery/2023-11/phEimage.png)

</td><td>Blue icon - item in audit, but not scanned

</td></tr><tr><td>[![image.png](https://hugeerp10.co.za/hsofmanual/uploads/images/gallery/2023-11/scaled-1680-/YOCimage.png)](https://hugeerp10.co.za/hsofmanual/uploads/images/gallery/2023-11/YOCimage.png)

</td><td>Green icon - Item scanned in audit and is found and valid

</td></tr></tbody></table>

---

##### Activating an Audit

Once all basic information has been filled in

<table border="1" id="bkmrk-type-standard-or-bli" style="border-collapse: collapse; width: 100%;"><colgroup><col style="width: 28.9507%;"></col><col style="width: 71.1729%;"></col></colgroup><tbody><tr><td>**Audit**</td><td>Full (Default) or Part audit</td></tr><tr><td>**Type**</td><td>Standard or Blind audit</td></tr><tr><td>**Description**</td><td>Default description which can be overridden</td></tr><tr><td>**Location**</td><td>The location of the audit</td></tr><tr><td>**Unassigned Location**</td><td>The location that assets will be moved to that have not been audited</td></tr><tr><td>**Action**</td><td>The action assigned to the audit</td></tr></tbody></table>

Buttons defined

In order to start the audit, the basic information must be filled in.

Then click on the blue start button to activate the audit

<table border="1" id="bkmrk-start-audit-start-th" style="border-collapse: collapse; width: 100%;"><colgroup><col style="width: 27.2223%;"></col><col style="width: 72.9013%;"></col></colgroup><tbody><tr><td>**Start Audit**</td><td>Start the audit</td></tr><tr><td>**Cancel Audit**</td><td>Cancel the current </td></tr><tr><td>**Complete Audit**</td><td>Complete the audit and update the assets that an audit was done</td></tr></tbody></table>

<p class="callout warning">Note: A new audit cannot be created until the audit is complete or Canceled</p>

---

##### Full and Part Audit

<table border="1" id="bkmrk-full-audit-full-audi" style="border-collapse: collapse; width: 100%;"><colgroup><col style="width: 17.688%;"></col><col style="width: 82.312%;"></col></colgroup><tbody><tr><td>Full Audit</td><td>Full Audit will audit all items within the location, any items that are not audited will be moved to the Unassigned location</td></tr><tr><td>Part Audit</td><td>Part Audit allows one to add assets found after an audit is done.

This will still show all assets within the location audit, but only add the additional assets to the Audit Location. All other assets not counted will remain in the Location.

</td></tr></tbody></table>

[![image.png](https://hugeerp10.co.za/hsofmanual/uploads/images/gallery/2024-04/scaled-1680-/xMwimage.png)](https://hugeerp10.co.za/hsofmanual/uploads/images/gallery/2024-04/xMwimage.png)

---

##### Standard Audit

[![image.png](https://hugeerp10.co.za/hsofmanual/uploads/images/gallery/2023-11/scaled-1680-/t14image.png)](https://hugeerp10.co.za/hsofmanual/uploads/images/gallery/2023-11/t14image.png)

---

##### Blind Audit

A blind audit is marked as blue

Only items scanned are shown

The system will not show what assets exist against the location

An unassigned location must be specified so that assets that are outside of the audit will be moved to the Location specified

[![image.png](https://hugeerp10.co.za/hsofmanual/uploads/images/gallery/2023-11/scaled-1680-/UYVimage.png)](https://hugeerp10.co.za/hsofmanual/uploads/images/gallery/2023-11/UYVimage.png)

# Asset Scan Print

Create an action on an asset by scanning the barcode.

The system will automatically print the label of information of that asset

Used in a manufacturing process

[![image.png](https://hugeerp10.co.za/hsofmanual/uploads/images/gallery/2023-11/scaled-1680-/FwRimage.png)](https://hugeerp10.co.za/hsofmanual/uploads/images/gallery/2023-11/FwRimage.png)

Automatic printing is setup in the main system

# Asset Tag and Add

Tagging an asset with a label and adding this asset as new.

Video training 202402 - [Asset\_Tag\_Add.mp4](https://hugeerp10.co.za/hsofmanual/attachments/69)

#### Tag the asset

Clean the area that the tag or asset label needs to be applied.

Apply the label to the asset.

[![image.png](https://hugeerp10.co.za/hsofmanual/uploads/images/gallery/2024-02/scaled-1680-/LTTimage.png)](https://hugeerp10.co.za/hsofmanual/uploads/images/gallery/2024-02/LTTimage.png)

---

#### Add the asset

Adding the asset by clicking on the + button in Asset search

[![image.png](https://hugeerp10.co.za/hsofmanual/uploads/images/gallery/2024-02/scaled-1680-/oTzimage.png)](https://hugeerp10.co.za/hsofmanual/uploads/images/gallery/2024-02/oTzimage.png)

---

#### Taking a photo

Take a photo of the asset

[![image.png](https://hugeerp10.co.za/hsofmanual/uploads/images/gallery/2024-02/scaled-1680-/ahVimage.png)](https://hugeerp10.co.za/hsofmanual/uploads/images/gallery/2024-02/ahVimage.png)