Assets Module

The Assets Module helps you manage company assets, inventory, warehouses, equipment, and purchasing. Track items, manage deliveries, and handle asset-related operations.

Overview

The Assets Module provides comprehensive asset management capabilities. You can manage warehouses, track inventory, handle purchasing, manage equipment, and process deliveries.

Module Sections

Warehouse Management

• Company Warehouse - Main company inventory storage
• Project Warehouse - Project-specific inventory
• In Transit Warehouse - Items being transported
• Temporary Warehouse - Temporary storage locations

Item Management

• Simple View - Basic item listing
• Advance View - Detailed item management
• Group View - Items organized by groups
• Deleted List - Recover deleted items

Deliveries

• Pending Receive - Deliveries awaiting receipt
• For Truck Load - Items ready for delivery
• Done Deliveries - Completed deliveries
• Canceled Deliveries - Cancelled delivery records

Purchasing

• Purchase Request - Request items for purchase
• Purchase Order - Manage purchase orders
• Suppliers - Manage supplier information

Equipment

• Equipment List - Track company equipment
• Parts Maintenance - Manage equipment parts
• Job Orders - Equipment maintenance jobs

Configuration

• Cashier Management - POS cashier setup
• Customer Membership - Customer membership programs
• Customer Rank - Customer ranking system
• Reward Management - Manage reward programs
• Item Categories - Organize items by category
• Payment Methods - Configure payment options
• Device Management - Manage POS devices

Reports

• Sales Report - Generate sales reports

API Documentation

• POS API Documentation - Technical API reference

Key Features

• Inventory Tracking - Track items across multiple warehouses
• Purchase Management - Handle purchase requests and orders
• Delivery Tracking - Monitor delivery status
• Equipment Management - Track and maintain equipment
• POS Integration - Point of sale system integration
• Customer Management - Manage customers and memberships
• Reporting - Generate asset and sales reports

Common Tasks

Viewing Warehouse Inventory

1. Navigate to Assets → Warehouse → Select warehouse type
2. View items in that warehouse
3. Filter and search as needed

Creating Purchase Request

1. Go to Assets → Purchasing → Purchase Request
2. Click New Request
3. Fill in item details and quantities
4. Submit for approval

Managing Deliveries

1. Navigate to Assets → Deliveries
2. Select delivery status (Pending, For Truck Load, Done, Canceled)
3. View and manage deliveries

Tracking Equipment

1. Go to Assets → Equipment → Equipment List
2. View all equipment
3. Access maintenance records and job orders

Tips and Best Practices

• Regular Inventory Checks - Verify warehouse stock regularly
• Track Deliveries - Update delivery status promptly
• Maintain Equipment Records - Keep equipment information current
• Organize Items - Use categories for better organization
• Monitor Stock Levels - Set up alerts for low stock

Related Modules

• Projects Module - Project warehouses link to projects
• Treasury Module - Purchase orders and payments
• Settings Module - Asset configuration

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💡 Note: Asset management features vary based on your role. Contact your administrator for access to specific features.