Assets Asset Management

Master list of company assets such as equipment, furniture and vehicles, with purchase, warranty, category and current allocation details.

Filters narrow the list by business location, category, purchase type (Owned, Rented or Leased), and an allocatable only toggle. The table shows asset code, name, quantity, warranty, whether the asset is allocatable, purchase date, allocated quantity, unit price, model, business location and category.

The Add button (requires the asset.create permission) opens the create form, where an asset gets a category, purchase type, warranty period, and can have documents or images attached as media. The Allocated Qty column is calculated live from allocation minus revocation transactions, so it always reflects how many units are currently checked out.

Row actions let you edit or delete an asset. Non-superadmin users are restricted to assets at their permitted business locations, and separate Import Assets / Import Asset Categories tools support bulk CSV upload.

Step-by-step Workflow

1. Filter the listNarrow assets by location, category, purchase type, or allocatable-only.
2. Add an assetClick Add to register a new asset with its category, quantity, purchase type and warranty.
3. Attach documentsUpload purchase invoices, manuals or photos as media on the asset record.
4. Track allocationCheck the Allocated Qty column to see how many units of an asset are currently out with staff.
5. Edit or retire an assetUse the row actions to update details, or delete an asset that's no longer in use.