Assets Management

The Assets Management feature within the Werbooz platform is designed to help organizations keep track of all their assets, including hardware, furniture, and other important items. By categorizing assets, associating them with suppliers, and storing key details, businesses can efficiently manage and monitor their resources.

Key Components of Assets Management

Assets are organized into Suppliers, Categories, and the Assets themselves. Let’s break down each section:

1. Supplier Management

In the Werbooz platform, Suppliers refer to the companies or entities from which assets are acquired. This section allows you to add suppliers for better tracking and inventory management.

Adding a Supplier

To add a supplier, follow these steps:

1. Navigate to the Assets Management section.
2. Select Suppliers.
3. Click the Add Supplier button.

Information Required:

• Supplier Name: The name of the supplier company.
• Supplier Industry: Selct in which industry supplier deals in, a supplier can linked with multiple industry.
• Contact Person: The main point of contact at the supplier.
• Contact Information: Include phone number, email, and other contact details.
• Address: The physical address of the supplier.
• Additional Notes: Any other relevant information.

After adding the supplier, it will be available to associate with assets during the asset creation process.

2. Category Management

Categories allow you to classify assets based on their type or functionality. Some common categories might include Electronics, Furniture, Software, and more.

Adding a Category

To add a new category, follow these steps:

1. Go to Assets Management.
2. Choose Categories.
3. Click on the Add Category button.

Information Required:

• Category Name: The name of the asset category (e.g., Electronics, Furniture).
• Description: A brief description of the category to provide context for other users.

Once the category is created, it will be available as an option when creating or updating an asset.

3. Asset Management

The heart of the Assets Management system is the Assets section. Here, users can add detailed information about each asset, link it to a supplier, and categorize it properly for easy tracking and reporting.

Adding a New Asset

To add a new asset, follow these steps:

1. Navigate to Assets Management.
2. Select Assets.
3. Click the Add Asset button.

Information Required:

The following fields are requested when adding an asset:

1. Asset Name
   Enter a descriptive name for the asset. Example: "Dell Laptop 15”".

2. Category
   Choose the appropriate category for the asset (e.g., Electronics, Furniture). Categories help organize assets and allow easier filtering and reporting.

3. Supplier
   Select the supplier from the list of added suppliers. This links the asset to the supplier from which it was acquired.

4. Unique Asset Code
   The organization will provide a unique code for each asset. This asset code is essential for tracking and inventory purposes. It can be any string or format (e.g., ABC123 or Laptop-001).

5. Asset Images

   • Featured Image: The main image representing the asset. Typically, this should be a high-quality image of the asset.
   • Gallery Images: Additional images that provide more views or details of the asset. These are optional but highly recommended for better documentation.

6. Ownership Details

   • Owned or Rented: Choose whether the asset is owned by the company or rented.
   • If Rented, you will need to specify the rental terms:
     • Rental Cost: Indicate the rental cost (e.g., $50/day).
     • Rental Duration: Specify if the cost is for daily, weekly, monthly, quarterly, or yearly rental.

7. Price/Cost
   Specify the purchase cost of the asset, whether owned or rented.

8. Purchase Date
   Enter the date the asset was purchased or the rental started. This helps track the asset’s lifecycle.

9. Additional Information
   An optional field where users can add extra asset details. Users must specify the label (e.g., “Model”) and value (e.g., “MX1231232123”) for each field they add.

   Example:

   • Click on Add Field.
   • Label: Model
   • Value: MX1231232123

   This flexibility allows users to add multiple properties relevant to the asset. For example, when adding a laptop, you could add:

   • Label: RAM

   • Value: 32GB

   • Label: Processor

   • Value: Intel i7-10750H

   Users can add multiple labels and values to define all the properties for any asset. This is particularly useful for hardware assets like laptops, servers, or other equipment.

Asset Example

Let’s take the example of adding a Laptop to the system. Here’s what the form might look like:

• Asset Name: Dell Latitude 7400 Laptop
• Category: Electronics
• Supplier: XYZ Electronics
• Unique Asset Code: Laptop-002
• Featured Image: (Upload a high-quality image of the laptop)
• Gallery Images: (Optional images showing different angles of the laptop)
• Ownership: Owned
• Price: $1,500
• Purchase Date: 2023-07-15
• Additional Information:
  • Label: Model | Value: Dell Latitude 7400
  • Label: RAM | Value: 16GB
  • Label: Storage | Value: 512GB SSD
  • Label: Processor | Value: Intel i7-10750H

Additional Features

• Search & Filter: Easily search for assets by name, category, supplier, or unique asset code. Filters can help you quickly find specific assets based on different attributes like category or purchase date.

• Asset History: Track the history of assets, including purchase, rental periods, cost changes, and updates to asset details.

• Reporting: Generate detailed reports to track asset usage, costs, and any issues associated with an asset over time.

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Conclusion

The Assets Management section in Werbooz enables organizations to manage their physical and digital resources efficiently. With the ability to categorize assets, link them to suppliers, track costs, and add additional information, it provides a comprehensive solution for keeping track of organizational resources. The flexibility of adding labels and values for asset properties allows users to tailor the system to meet the needs of any business, ensuring proper documentation and seamless management of assets.