Asset Inventory

Asset Inventory

Introduction

Asset Inventory is the central place to look for asset details.

May 2021 Updates

  1. Ability to view/assign employees to Assets
  2. Ability to view/assign locations to Assets
  3. New Current Mileage/Hours of an Asset
  4. View the previous 3 recorded mileage/hours entries
  5. Asset Usage records with readings will update the Current Mileage/Hours field

Prerequisites

  1. An Asset license with the ability to see inventory
  2. A login to the Control Center
  3. Applicable Asset permissions to view Assets.

Viewing Assets
Select Assets then select Inventory. This displays all the assets in the inventory.




Creating an Asset

There are two ways to add an Asset to your WorkMax, through integration from your account software and in the WorkMax Control Center. This guide outlines how to add assets in the WorkMax Control Center.


Press the "+ New" Button then follow the steps below. The only required field is the Asset name. 







Complete the new asset form. 

      1. Name of the Asset. (Required)

      2. Description of the Asset. (Optional)

      3. Choose Image File. (Optional) 

      4. Status Active or Inactive. (Required)

      5. The condition of the Asset. (Optional)

      6. This is a Code to identify the Asset. (Optional)

      7. This will make this a child asset to another asset. That will also create a Parent Asset. (Optional)

      8. You can assign your Asset to a Division. (Optional)

      9. Select which Department you want to be tied to this asset (Optional)

      10. This is where you can add a Barcode to scan the Asset. ( Optional)

      11. This will pull over from the integration of your Accounting Software.

      12. How much Asset costs per hour. (Optional)

      13. How much Asset costs per day. (Optional)

      14. How much Asset costs per week. (Optional)

      15. How much Asset costs per Month. (optional)

      16. Manufacturer. (Optional)

      17. Model. (Optional)

      18. The serial number of the Asset. (Optional)

      19. Enter the Year the asset was made. (Optional)

      20. Purchase Price of the Asset. (Optional)

      21. Purchased Date. ( Optional)

      22. Warranty Expiration Date. (Optional)

      23. Last date that the Asset was serviced. (Optional)

      24. The reading when it was last serviced. (Optional)

      25. When the next date of service date is. (Optional)

      26. The reading when it needs to be serviced. (Optional). Note: When this is selected, Purchase Price, Purchase Date, and Warranty Expiration Date are no longer shown. At least one vendor must be setup to use the rented option. See Vendors for more information on adding vendors.

      27. From whom you rent the Asset. (optional)

      28. The date when you returned the Asset.

      29. Assigned Employee The employee assigned to this asset. You can assign or reassign from inventory 
      30. Assigned Location The location assigned to this asset. You can assign or reassign from inventory 
      31. Current Mileage/Hours You can add mileage of your asset here. Every time you enter new mileage/hours the history will update. We're currently providing the last 3 entries, who entered them and the date/time.

Assigning Assets to Employees and Locations

In order to assign an asset to an employee or a location, press edit, select from the list of employees and or locations to assign and press Save.




If you want to remove assignments from an asset, press the employee and or location assignment dropdown, press the X which removes the assignment and press Save.


Adding Current Mileage/Hours

Adding the current mileage for your Asset is simple; press the edit button, select the Current Mileage field and add the current mileage of your asset. Employees can add mileage to the Asset by adding the current mileage to the "Reading" field on Asset Usage Sheets.



Inventory Notes

Can be added by scrolling to the bottom, selecting the Inventory Notes tab, and clicking New. (Optional)




Editing an Asset

To edit an asset click the desired asset and click Edit, make the necessary edits then press save.





Deleting an Asset

Select the desired asset, click Edit and press delete.



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