How to Create an Asset
Access Asset Creation: Click on the "Asset" menu. From there, select the "Create Asset" submenu.
Choose Creation Option: You have three options to choose from:
Create for Branch: Fill out the following fields:
Name
Description
Select an Owner After filling in these fields, click "Save". The remaining fields will autofill when scanning your asset.
Create for Lead: Search for your existing lead and select it to complete the form. Enter the same fields as mentioned above; the rest will autofill during asset scanning.
Create Multiple Assets: Select an owner and choose the location where the asset will be assigned:
Organization: Choose your desired branch
Lead: Choose your desired lead
Unit: Select appropriate unit
User: Choose the desired user Enter the quantity of assets you wish to create.
By following these steps, you can effectively create assets tailored to different needs and locations within your system.