Asset management module

Installing Asset Management module:

Installation & update steps for the asset management module are the same as any other module.

Features in Asset management module for UltimatePOS:

Add assets
Track assets warranty
Categorize assets
Get details of asset counts
Allocate assets to an employee or users
Allocated/UnAllocated assets
Revoke asset
Asset maintenance
Asset Return (coming soon)
Asset history (coming soon)

Allocate Asset

Any asset can be allocated to a particular user.

Go to All Assets > Action > Allocate Asset and select the user name, quantity and the date period. Click save button.

The report on allocated assets are shown in ‘Asset Allocated’ tab.

Asset Maintenance

Asset maintenance helps to maintain assets under repair or any kind of service related to it.

Any user who has been assigned an asset can send it for maintenance when required.

Sending it to maintenance will send an in-app notification & also an email notification if enabled to some of the selected recipients.

Sending assets for maintenance:

If any asset is to be repaired or send for maintenance purpose can be added here.

Go to All Assets > Action > Send Asset for Maintenance and provide the required details(attachments can also be attcahed). Click save button.

The report on asset added for maintenance are shown in ‘Asset Maintenance ‘ tab.

The status of maintenance can be changed here using edit option.

Asset Revoked

The assets allocated to users can be withdraw or cancelled for various reasons.

Go to Assets Allocated > Action > Revoke and provide the required details . Click save button.

The report on revoked assets are shown in ‘Asset Revoked’ tab.

Asset Categories

While adding an asset, it can be categorized under a category. For example assets like chair, table can be added under category furniture asset or office asset.

Categories for assets can be added, edited and deleted in this tab.

Asset Settings

Settings prefixes and notifications can be done under settings tab

Prefixes:

Each of the asset has a code for reference. Also when assets are allocated, revoked or added for maintenance, it is referred with a code for easy identification.

The prefix for these codes can be set as per required.

Prefixes can be set for Asset code, Allocation code, Revoke code and Asset maintenance in the Settings > Prefix tab.

Notification:

‘Asset send for maintenance’ Notification:

This notification is sent when a new asset is sent for maintenance by any user.

Go to Settings > Notification and select

Enable the check box ‘Enable email‘ and select the recipients to whom the notification is to be send.

Add mail subject and body using the available tags and save it.

Whenever a new asset is added by any user, the notification is sent to the selected recipients.

‘Asset assigned for maintenance’ Notification:

This notification is sent when a user is assigned an asset for maintenance(repair/do servicing etc).

Go to Settings > Notification and enable the check box ‘Enable email’.

Add mail subject and body using the available tags and save it.

Whenever a user is assigned an asset for maintenance, the notification is sent to that user.

Change Log:

V 3.0 – Released June 7, 2024

NEW: Updated as per new design.

NOTE: You must update UltimatePOS to V6.x before updating the module to this version.

V2.1 – Released August 23, 2023

FIX: Issue in dashboard information for “Assets expired or expiring in one month” is fixed
FIX: The issue in dashboard information for the value of “Assets allocated for user” is fixed.

V2.0 – March 02, 2023

Compatible with Ultimate POS v5.0

V1.1 – Jan 12, 2023

Fix: Installation issue fixed for some servers.

V1.0 – Nov 18, 2022:

NEW: Permissions for asset create/edit/delete.
NEW: Location check added to assets list

V0.8 – June 23, 2022:

FIX: Permission issue
IMPROVEMENT: The request sender can write/edit the “Maintenance note” (it should be readonly for them) and the maintenance receiver can write/edit the “Send for maintenance details” (it should be readonly for them)