Create and import assets
From Entities > Assets, it is possible to register new assets manually or perform a bulk upload using an Excel file.
Assets can correspond to equipment or locations. Tools and warehouses can also be configured using these options.
Create an asset manually
- Go to Entities > Assets .
- Select Create .
- Choose Team or Location .
- Complete the required information.
- Save the record.
[IMAGE: Entities > Assets > Create screen showing the Equipment and Location options]
Create a location
Guy
Select the corresponding location type.
Name
Complete the name that will identify the location.
Location
Select the top location when applicable.
Manage stock
Enable Manage stock when the location will be used as a warehouse to manage stock of supplies or tools.
⚠️ The Manage stock option is defined when the asset is created and cannot be modified afterwards.
Create a team
Guy
Select the corresponding equipment type.
Name
Complete the name that will identify the team.
Location
Select the location where the equipment is located.
It's a tool
Enable is a tool when the equipment corresponds to a tool.
⚠️ The " It is a tool" option is defined when the asset is created and cannot be modified afterward.
Import assets from Excel
When it is necessary to register several assets in bulk, use the Import option available in Entities > Assets .
To learn about the file structure, required data, validations, and the complete import procedure, please refer to the General Import Guide .
[IMAGE: Entities > Assets screen showing the Import option]