Assets Module#

Dashboard#

• Asset Dashboard — A customizable dashboard with draggable widgets. Available widgets include Warehouse Capacity, Delivery Pipeline, Low Stock Alert, Item Inventory, Top Categories, and Recent Transactions. Use the dashboard's widget controls to add, remove, or rearrange widgets.

Warehouse#

• Warehouse — Two tabs: Warehouses (all warehouses shown as cards, with filter chips at the top to narrow the list by type — All, Company Warehouse, Project Warehouse, In Transit Warehouse, and Temporary Warehouse; each card shows capacity and stock summaries) and Workflows (approval-gated stock transfer, physical count, and goods receiving runs — see Warehouse Workflows).
• All Inventory — A consolidated view of every inventory item across all warehouses, with the number of locations each item is stored in.
• Beginning Balance — Set opening stock balances for items.

Opening a warehouse card shows its detail page with tabs: Information, Areas, Inventory, Transactions, and Documents. From a company warehouse's detail page you can also click New Stock Request to start a stock workflow pre-filled with that warehouse, edit the warehouse, or set it as the main warehouse.

Items#

• Items (Master Settings) — The item catalog, shown with tabs: All Items, Variations, Groups, Services, and Deleted. From here you create new items, item groups, and service items, edit and view items, and restore deleted items. Service items are non-inventoried sellable items — they do not affect stock when sold.

BOM (Bill of Materials)#

• BOM — Manage bills of materials. Each BOM has a code, name, output item, status, components, total cost, and version.

Packing Standards#

• Packing Standards — Define and manage packing standards used when preparing goods.

Order Fulfillment#

• Order Fulfillment — A dashboard for tracking fulfillment work, built on configurable process templates.

Sales Order#

• Sales Order — The register of confirmed customer orders generated by Order Fulfillment's Create Sales Order step (list + detail). Distinct from POS sales. See Sales Order.

Purchasing#

• Purchasing — A tabbed page covering the full procurement flow:
  • Purchase Request — Raise and track purchase requests.
  • Purchase Order — Manage purchase orders.
  • Documents — Item receipts and related documents.
  • Templates — Procurement process templates.
  • A Procurement Pipeline strip shows counts at each stage: Supplier Outsourcing, Materials Approval, Canvassing, Supplier Selection, and Purchase Order.
• My Purchase Requests (moved) — filing and tracking your own requests no longer has a dedicated Assets page; it now lives in the Dashboard's Request Panel widget (switch its toggle to Requests). See My Purchase Requests for where it moved.

Deliveries#

• Deliveries — A tabbed list of deliveries by status: All, Pending, Truck Load, Done, Canceled, and Documents. Pending and Truck Load tabs show live counts.

Item Categories#

• Item Categories — Organize items into categories. Each category has a name, code, and description.

Suppliers#

• Suppliers — Maintain supplier records (name, contact details, and payment settings).

Equipment#

• Equipment — A tabbed page for company equipment: Equipment, Parts, Job Orders, and Documents. From here you add equipment and parts, and open part maintenance and job order records.

Note: Point-of-sale setup (cashiers, customer membership, customer rank, rewards, payment methods, devices) and the sales report now live in the POS module, not Assets. Old Assets links for these redirect to POS.

Adding a Warehouse#

Step 1 — Go to Assets → Warehouse.

Step 2 — Click Add Warehouse.

Step 3 — Fill in the form:

• Warehouse Type (required) — Company, Project, In Transit, or Temporary.
• Warehouse Name (required)
• Warehouse Capacity (required) — A number greater than zero.
• Capacity UOM — e.g. Pallet Positions, Sq. Meters, Units.
• Location (required for Company and Project warehouses)
• Project (required for Project warehouses)

Step 4 — Click Create Warehouse.

Adding an Item#

Step 1 — Go to Assets → Items.

Step 2 — Choose the type of item to create:

• Click Add Item to create a regular inventoried item.
• Click Add Service to create a non-inventoried service item.
• Click Add Group (visible on the Groups tab) to create a bundle of existing items.

Step 3 — Fill in the form. For a regular item:

• Item Name (required)
• SKU (required, or turn on Auto-generate SKU)
• Description
• Unit of Measurement (required)
• Pricing — Estimated Buying Price, Selling Price.
• Other details — Size, Point Value, Minimum Stock Level, Maximum Stock Level.
• Classification — Brand, Category.

For a service item, only Service Name, SKU, Description, Selling Price, and Classification fields apply. Stock, buying price, and accounting fields are not shown.

Step 4 — Save the item.

Viewing Inventory Across Warehouses#

1. Go to Assets → All Inventory.
2. Review each item and how many warehouse locations it sits in.
3. Expand an item to see per-warehouse details.

Moving, Counting, or Receiving Stock#

1. Go to Assets → Warehouse and click New Stock Request (on either tab, or from a company warehouse's detail page).
2. Pick the workflow to run — Stock Transfer, Stock Adjustment, or Goods Receiving — and fill in the form.
3. Complete the step to send it for approval. Stock only moves once the workflow's final (posting) step is completed — see Warehouse Workflows.

Creating a Purchase Request#

1. Go to Assets → Purchasing.
2. On the Purchase Request tab, click + New Request.
3. Complete the request through the purchasing process workflow.

Managing Deliveries#

1. Go to Assets → Deliveries.
2. Select a status tab: Pending, Truck Load, Done, or Canceled.
3. Open a delivery to receive items, move it to truck load, or cancel it.

Tracking Equipment#

1. Go to Assets → Equipment.
2. Switch between the Equipment, Parts, and Job Orders tabs.
3. Open an item to view or update its records.

Adding a Supplier#

1. Go to Assets → Suppliers.
2. Click to add a new supplier.
3. Fill in the form:
   • Supplier Name (required)
   • Contact Number, Email
   • Payment Settings — Tax Type (required), Payment Terms (required).
4. Save the supplier.

Adding an Item Category#

1. Go to Assets → Item Categories.
2. Click to add a new category.
3. Enter the Category Name (required), Category Code (required), and a Description.
4. Save the category.