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Client loginUser guideالعربية Amman, Jordan[email protected]+962 795 900 124

Fixed equipment

Your equipment

Keep everything the company owns: laptops, phones, furniture, licenses. See who has each one and what it is worth.

Where

Fixed Equipment › Items › Assets

Who

Anyone allowed to see assets; adding and changing need their own rights.

Six tiles at the top count each kind: Assets, Licenses, Accessories, Consumables, Components and Predefined Kits. Press a tile to list that kind. Narrow the list by status, category, location or supplier, or search by name, tag or serial number. On a row: Open, Print QR label and Archive. Import, Export and Columns are above the table.

The Assets list with its six tiles

Add an asset

1
Press + Add asset. If you have the purchase invoice, drop its photo or PDF in the box at the top, or press Upload from your phone: the file is kept with the asset.
2
Type the Asset name and choose its Model (both are required). Leave Asset tag empty and the system gives the next tag.
3
Add what you know: Serial Number, Category, Status, Supplier, Location, Warranty (months), Purchase cost, Currency and Purchase date. Tick Can be requested if staff may ask for it.
4
Under Depreciation choose the Method and type the Useful life (months), the Salvage value and the In-service date. Press Add.
The Add Asset form

The model list is empty at first: add a model in the Fixed Equipment settings before the first asset. Register from a receipt is beside + Add asset.

Hand it to someone

1
Open the asset and press Check out.
2
Choose where it Goes to (a person, a customer, another asset, a location or a project) and Who is taking it. Add Handed over on, Due back on and the Status it takes. Press Check out.
Hand an asset to somebody
3
The asset now shows who has it. When it comes back, press Check in.

The asset’s tabs

TabWhat it holdsWhat you can do there
DetailsSerial number, model, location, supplier, order number, purchase cost and who has it now; the Support tickets about it; its Hour meter.Add a reading; set Service every (hours).
DepreciationMethod, useful life, Depreciable base, Posted to date, Book value, and the schedule month by month. It says what is missing when the asset cannot be depreciated yet.Change the life or salvage value.
HistoryWho has had it, with the day out and the day back; its maintenance jobs, with what was Capitalised and what was Expensed.+ Add a job.
FilesFiles kept with the asset.+ Upload file.
ActivityEvery change to the asset, with who made it and when.+ Log activity.
An asset's page: the Details tab
An asset's page: the Depreciation tab
An asset's page: the History tab
An asset's page: the Files tab

The other kinds

Licenses, Accessories, Consumables, Components and Predefined Kits each have their own row in the menu. Each opens this same list showing its own kind, and an item opens like an asset, with the tabs its kind needs. A license is handed out seat by seat with Check out a seat, and Show key shows its product key. A kit goes out whole with Check out kit, or is held for someone with Reserve the kit.

The Licenses list
A license's page
The Accessories list
The Consumables list
The Components list
The Predefined Kits list
A kit that was handed out

With Flowrica

From this screen Flowrica can make it with you, one question at a time: Add an asset, Open a maintenance job or Request an item. Nothing is saved until you press the form’s own button. You can also ask her, for example: “How many items of each kind do we have?”

Offered for sale and Offered for rent mark an item customers may buy or rent — see Equipment on the portal.

A counted item (an accessory, a consumable or a component) is put on the register over an Inventory item shared by every company or of the company the row is for: the Inventory item box offers only those. Its On hand and its shelves are read from that company's warehouses that you may see. The asset lists in Settings (statuses, categories, kinds, job types, manufacturers and models) are shared by every company, so they are changed only by someone who works in every company.

An asset is added, edited, checked out, checked in or moved only with a status, category and place still in the list. A choice switched off in Settings or Locations since the form opened is refused under its box: «That choice is switched off or removed. Choose another one from the list.» An edit that keeps the asset's own status, category or place is never refused for it, and an asset comes back to the place it went out to or to its own home even when that place was switched off since.

An asset offered to customers, with its orders

Questions

Where is “Your equipment” in Zyntra OS?

Fixed Equipment › Items › Assets

Who can use “Your equipment”?

Anyone allowed to see assets; adding and changing need their own rights.