How to setup Asset Settings

How to setup Asset Settings

This article will explain to setup General Settings

  1. Navigate to the Web Portal and login
  2. On the left-hand main menu, select Assets->Asset Settings
  3. The Asset Spreadsheet displays the list of Assets
  4. Update Asset Class: How to Create Asset Class
  5. Update Check Lists: How to create Check Lists
  6. Update Tool Classes: How to Create Tool Classes
  7. Update Service Plans: How to Create Service Plan
  8. Depot Locations: How to create Depot Locations
  9. Vehicle Prefix, Plant Prefix, and Tools Prefix are used for sequence numbering
  10. Choose any of the Asset Number Sequencing option 
  11.  Assets can be assigned to projects manually, on Job Task or On Pre- Start
  12. Default Vehicle Cost Account: How to Create Accounts
  13. Default Vehicle Cost Tax Rate: How to Add Tax Rates
  14. Default Plant Cost Account:  How to Create Accounts
  15. Default Plant Cost Tax Rate: How to Add Tax Rates
  16. The default Vehicle and Plant Placeholder section can be configured to customize the Asset Display field under Vehicles and Plants - How to setup Default Vehicle Placeholder
  17. The Default Workshop Dashboard Placeholder Section can be configured with the available Placeholders for Workshop Dashboard - How to add Vehicle details under Workshop Dashboard
  18. The Tools Instruction is linked to the Asset & Tools section in the mobile app
  19. Default Map Location is used to show the asset's default location
  20. The Integration Settings allow for synchronization of Assets with NZTA and 3PM Track, which is necessary for Asset Tracking functionality. However, it's important to note that this setup is managed by 3PM.
  21. Click on Update to Save






    • Related Articles

    • How to Setup Asset Settings

      Follow the steps below to Setup Asset Settings Navigate to the Web Portal and login On the left-hand main menu, select Assets->Asset Settings Update Asset Classes How to create Asset Classes Click on Update Check Lists to create check lists How to ...

    • How to Setup Asset Tracking Categories

      NOTE: This is only available if you are integrated with Xero (this is setup in the Company Settings) The purpose of assigning tracking categories and options to assets is to ensure that any bills allocated to those assets are accurately reflected in ...

    • How to setup Asset details under Workshop Dashboard

      This article will explain the process of setup Asset details under the Workshop Dashboard Navigate to the Web Portal and login On the left-hand main menu, select Assets->Asset Settings There are Placeholders available under Deafult Workshop Dashboard ...

    • How to Override Vehicle Asset Number

      This article will explain How to Override Vehicle Asset Number Navigate to the Web Portal and login On the left-hand main menu, select Assets->Vechicle Click on the checkbox of the vehicle Click on Override Vehicle Asset Number Note: This process ...

    • How to Override Plant Asset Number

      This article will explain How to Override Plant Asset Number Navigate to the Web Portal and login On the left-hand main menu, select Assets->Plant Click on the checkbox of the vehicle Click on Override Plant Asset Number Note: This process will ...