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Assets & vehicles

Adding assets and asset types, adding vehicles and assigning them to employees.

12 articles
How do I assign a vehicle to someone?How do I assign a vehicle to someone?
Taking back and reassigning an asset or vehicleHow to cancel an asset handover and assign the asset to someone else.
Assets and Vehicles module overviewWho records company assets and vehicles, assigns them to employees, takes them back, has the debit form approved digitally and sets up reminder emails, where and how; a summary and…
Add inventory types and items (one by one and via Excel)Explains how to create inventory types on the Inventory Management screen, add items with brand, model, serial number, branch and purchase details one by one or in bulk from Excel,…
Assign items, change their status and unassign themExplains how to assign an item to an employee, hand it over to someone else, mark it as in maintenance, broken, lost or in common usage, unassign an employee's items…
Approve and upload the debit formExplains how an employee downloads the debit form listing their assigned items and approves it digitally with SMS verification or uploads their own signed form, how the form is stored…
Set up inventory reminder emailsExplains how to turn on automatic reminder emails to employees who have assigned items in the months you choose, from the Inventory Reminders section of Company Settings.
Vehicles and vehicle assignmentExplains how to record company vehicles with plate, chassis number, driving license type and documents on the Vehicle Management screen, assign a vehicle to an employee with mileage and a…
How do I add a vehicle?How do I add a vehicle?
Where can I access my assigned assets (inventory)?Where can I access my assigned assets (inventory)?
How do I add an asset?How do I add an asset?
How do I add an asset type?How do I add an asset type?