Asset Management Requirements
In order to setup the asset management system, there are certain minimum requirements required.
- Company information
- Company logo in .png or .jpg
- User list
- Customer list
- Supplier list
- 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
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 | |
| Location |