Available On: Lite, Starter, Professional and Business Plus
💡 Already have your Asset data and want to skip ahead? Learn how to import your assets in bulk.
How to Add/Create Individual Assets
Navigate to the Assets section
Click on + Asset
Give it a name, take a picture, add a barcode, and other information you need for your asset
Finally, once your information is entered, click Submit or Save!
How to Add/Create Child, Grandchild and Great Grandchild Assets
Navigate to the Assets section
Click on + Asset
Give it a name, take a picture, add a barcode, and other information you need for your asset
Set your parent asset on the right hand side (in the drop down you will be able to select either the parent, child or grandchild asset)
Finally, once your information is entered, click Create asset!
How to Archive an Asset
Go to the Assets page via left hand side of screen
Locate the Asset or Assets by searching or filtering for them
Once you have found the asset, click on the asset as if you were going to edit the asset
Click the 3 dots in the upper right hand corner
Step 5 : Click Archive
You will be able to filter all of your archived Assets
How to Delete an Asset
🚫⚠️Warning: Deleting is permanent! Be cautious when removing items as this action cannot be undone. 🚫⚠️
🚫⚠️Warning: Deleting a Parent Asset also Deletes the other Assets in the Hierarchy 🚫⚠️
Go to the Assets page via left hand side of screen
Locate the Asset or Assets by searching or filtering for them
Once you have the list of assets, you will then place a check mark in the white box next to the name OR at the top to multi select all assets
4: Once you put a check mark in the box, you will see at the bottom of the page this message
5: Click "delete" and review the message in the pop up box
6: Click delete. NOTE: This is going to take a moment, and then the box will disappear, it will look like the assets did not delete, but wait a moment and the page will refresh and the assets will be gone.