Understanding Asset Management

The devices in the organization are named as assets. These are listed in the ERP and can be viewed and managed under the Asset Management Module. There are four submodules in the Asset Management module. They are:

1. Active Device
2. Warranty
3. Assets 
4. Care Pack

 

Permissions

Navigate to Settings > User Roles.

Select the employee you want to give Asset Permission to and scroll to the right.

Select Edit option from the Action dropdown menu.

Go to the Permissions tab.

Press Ctrl+F and enter the word Asset. Enable all the permissions related to assets.

Click on Save.

 

Understanding Active device

These enlist the devices in the organization that are active. To reach there, follow the below given steps. 

Navigate to the left vertical bar> Asset Management> Active Device

This will take the user to the index page of the active device.

 

View the Contracted Products

Navigate to Customer Data:

Navigate to the Left Menu > CRM Sales > Customer.

Search for the desired customer by entering their name in the search field.

Click on the “Edit” button next to the customer’s name.

In the customer’s profile, navigate to the “Active Products” section to view the contracted products associated with the client.

Challan number: If it is an AMC, no challan is generated; otherwise, a challan is produced. 

Bill Effective date: The bill’s effective date is the date on which the challan is made. In the case of AMC, it is entered manually.

Counts: These are entered in the service ticket, which gets reflected in the Counter section.

 

Understanding Warranty

Whenever a quotation or a Sales Order is created, a warranty is entered. There are four options in the Warranty dropdown as well. Let’s take a look at them.

How to  Check warranty

Navigate to the Asset Management from the left vertical bar > Warranty> Check Warranty

Enter the serial number of the product.

Click on search. 

Note: Also, you can view Report Like

Warranty expires This Month

Warranty expires Next Month

Out of Warranty.

 

Understanding Assets 

There are three options under the Assets dropdown.

 

Fixed Assets Report

The data on fixed assets comes from the Sales Purchase Order (PO) or is added as an opening fixed assets. In case the option “Asset” is chosen from the Sale PO Type dropdown, the report for the same will be reflected under this report. 

All the data on fixed assets, either entered through opening fixed assets or the products purchased from the vendor, will be enlisted in this report.

There is an option for the products listed here to Convert to scrape. Follow the below steps for the same.

 

Convert to Scrape

• Click on the checkbox at the start of the report for the desired product.
• Prepare Sales contract with value for this product name if it is a live contract.
• Click on the yellow downward arrow that appears. 
• Select the option Convert to Scrape.
• Enter the details and click Save.