1. Adding Assets:
– Navigate to the Asset Management Module in SMARTBMS ERP.
– Click on the “Add Asset” button.
– Fill in the required details for the asset, including name, model, serial number, purchase date, and warranty information.
– Optionally, categorize the asset into predefined categories for better organization.
– Click “Save” to add the asset to your inventory.
2. Tracking Assets Warranty:
– After adding assets, you can track their warranty information.
– Access the asset details to view warranty start and end dates.
– Set up notifications to alert you when warranties are about to expire to ensure timely maintenance or replacement.
3. Allocating Assets:
– Allocate assets to specific employees or users for tracking purposes.
– Navigate to the “All Assets” section and select the asset you want to allocate.
– Choose the user’s name, specify the quantity, and set the allocation period.
– Click “Save” to allocate the asset to the selected user.
4. Managing Asset Maintenance:
– Schedule maintenance activities to ensure optimal performance of your assets.
– Access the “Asset Maintenance” tab and select the asset requiring maintenance.
– Provide details of the maintenance request, including attachments if necessary.
– Save the maintenance request to initiate the maintenance process.
5. Revoking Assets:
– Withdraw or cancel asset allocations when needed.
– Navigate to the “Assets Allocated” section and select the allocated asset.
– Choose the “Revoke” action and provide the required details to revoke the asset allocation.
6. Organizing Assets into Categories:
– Organize assets into logical categories for easier management.
– Access the “Asset Categories” tab and add, edit, or delete asset categories as needed.
– Assign assets to appropriate categories for better organization and tracking.
7. Configuring Asset Settings:
– Configure asset-related settings to suit your business requirements.
– Access the “Settings” tab and set up prefixes for asset codes, allocation codes, revoke codes, and asset maintenance.
– Customize notification settings to receive alerts for asset-related events.
8. Reviewing Asset History:
– Access historical data on asset transactions, maintenance activities, and usage patterns.
– Generate reports to analyze asset performance and utilization over time.
– Use insights from asset history to make informed decisions about asset management and allocation.
9. Utilizing Asset Return and Advanced Features:
– Take advantage of advanced features such as asset return and asset history (if available).
– Track asset returns from users and employees to maintain accurate inventory records.
– Analyze asset history to identify trends, patterns, and areas for improvement in asset management practices.
By following these steps and utilizing the features available in the Asset Management Module of SMARTBMS ERP, you can effectively manage your assets, optimize asset utilization, and ensure maximum return on investment.
Feel free to adapt this tutorial to your specific use case and customize it based on your organization’s requirements and workflows.