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Asset Management Requirements

In order to setup the asset management system, there are certain minimum requirements required.

  1. Company information
  2. Company logo in .png or .jpg
  3. User list
  4. Customer list
  5. Supplier list
  6. Asset list

All information to be supplied in an Excel sheet with information headers in columns, data information in rows

Company Information

Information Information Required
Company Name
Legal Name
VAT / GST Number
Company Number
Company Address
Company Postal Address
Company telephone Number
Company Email address  
Financial Year End

Company logo in .png or .jpg format

User List

List of users in the system

Information Information Required
First Name
Surname
Email Address
Contact Number
User rights Main system access or Mobile access or both

Customer List

List of customers

Information Information Required
Customer Name
Customer Code
Customer Telephone Number
Customer Address 1
Customer Address 2
Customer Address 3
Customer Address 4  
Customer Address Code
Contact First Name
Contact Last Name
Contact Email Address
Contact Mobile number

Supplier List

List of suppliers

Information Information Required
Supplier Name
Supplier Code
Supplier Telephone Number
Supplier Address 1
Supplier Address 2
Supplier Address 3
Supplier Address 4  
Supplier Address Code
Contact First Name
Contact Last Name
Contact Email Address
Contact Mobile number

Asset List

List of assets


Information Information Required
Asset Name
Asset Code
Barcode  
Group Name
Category
Subcategory

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