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Creating Your First Assets

Assets in AssetIT are key items tracked via serial numbers or asset tags, serving as central items in AssetIT. All other resources can link to assets, and assets can also be interconnected.

An asset is a broad term that can refer to any main object that needs to be tracked and managed. It could be a laptop, a server, or even a bike. This allows AssetIT to adapt to the unique needs of any industry, whether you're managing IT equipment, vehicles, or specialized machinery.

Before creating or importing your first asset in AssetIT, it is recommended to set up Asset Models. These models serve as foundational templates that define the key attributes and categories for managing all assets within the system.

How to Create Asset Models?

At the AssetIT sidebar, scroll down to Settings > Choose Asset Models. This will take you to the Asset Models page.

image-20240822-051528.png

There are 02 ways to create new asset models: BULK IMPORT and MANUAL SET UP.

1. Bulk Import Asset Models
  1. On the top right of the Asset Models page, click on image-20240814-084246.png to initiate the process.

  2. You will see a table that instructs you to use the sample CSV file for data preparation.

Import Data to AssetIT.jpg
  1. Once you finish preparing your data, import it into the app. You will then be taken to the Data Preview stage.

  2. In the Data Preview stage, the app will highlight any fields with errors, allowing you to make adjustments directly.

    1. To modify data information, click on the Edit button.

    2. To automatically generate missing data for DEPARTMENT , INVENTORY, CATEGORY, LOCATION, SUPPLIER, MANUFACTURER, and STATUS LABEL, click on the “Generate Data” button.

You can also download the most recently modified data into a CSV file for further customization by clicking the image-20240909-103300.png button at the bottom of the list.

Edit importing data.jpg
  1. Click on Submit to finish importing your asset models.

  2. You should now see a list of asset models on the Asset Models page.

2. Manual Set Up Asset Models

You can manually create each asset model individually. Here's how:

  1. In the Asset Models section, click on image-20240822-051926.png at the top right of the page.

  2. You will be directed to the Create New Asset Model page. Begin by filling out the mandatory fields, and complete additional fields as needed.

Create a New Asset Model manually.jpg
  1. For fields such as MANUFACTURER, CATEGORY, and DEPRECIATION , you can create new data directly using the New shortcut button.

  2. Click on Submit to finish. You should now see your new asset model in the Asset Models list.

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How to Create Your Assets

Having Asset Model(s) enables you to create new Assets.

At the AssetIT sidebar, go to Assets. This will take you to the Assets page.

image-20240822-055927.png

There are also 02 ways to create new assets: BULK IMPORT ASSETS and MANUAL SET UP ASSETS.

1. Bulk Import Assets
  1. On the top right of the Assets page, click on image-20240814-084246.png to initiate the process.

  2. You will see a table that instructs you to use the sample CSV file for data preparation.

Import Assets to AssetIT.jpg
  1. Once you finish preparing your data, import it into the app. You will then be taken to the Data Preview stage.

  2. In the Data Preview stage, the app will highlight any fields with errors, allowing you to make adjustments directly.

    1. To modify data information, click on the Edit button.

    2. To automatically generate missing data for DEPARTMENT, INVENTORY, CATEGORY, LOCATION, SUPPLIER, MANUFACTURER, and STATUS LABEL, click on the “Generate Data” button.

You can also download the most recently modified data into a CSV file for further customization by clicking theimage-20240909-103443.png button at the bottom of the list.

Asset Import Preview.jpg
  1. Click on Submit to finish importing your asset models.

  2. You should now see a list of your assets on the Assets page.

2. Manual Set Up Assets

You can manually create each asset individually. Here's how:

  1. In the Assets section, click on image-20240822-051926.png at the top right of the page.

  2. You will be directed to the Create New Asset page. Begin by filling out the mandatory fields, and complete additional fields as needed.

Create a New Asset manually.jpg
  1. For fields such as DEPARTMENT, INVENTORY, LOCATION, and SUPPLIER, you can create new data directly using the New shortcut button.

  2. Click on Submit to finish. You should now see your new asset in the Assets list.


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