Each item has its individual settings. Go to an item and click the Settings tab.
General
- Change item type (either physical asset item or inventory)
- Change the item name.
- Add a unique ID, like a serial number, license plate, etc.
Purchase information
- Add the date of acquisition and estimated/anticipated depreciation
- Add acquisition cost and estimated/anticipated salvage value (when depreciated)
Description
- Edit the description of the item
Properties
- Define equipment type. Select the type category, then the type. If you haven't made any types yet, or don't have the correct type, click Manage types to add it.
- Primary Person Responsible (PPR). Define one of the users to be the main person responsible for this item. The selected user will be notified on important changes and events (issues, low inventory etc.).
- Home location: Set this if the item belongs to a certain location when idle. Learn more about locations.
Specifications
- Add specifications like brand, model, size, weight or any custom specification you like.
Categories
Here you can set different attributes that apply to the item, like make, model, size, or any category. Categories and category values must be added to the account before they can be applied to an item. Read more about managing categories.
Misc
- Enable/disable public items
- Display item entry information (when it was created and updated, and by whom).
Inventory
This option is disabled by default, and will only apply if the item actually is a collection of mainly consumable (but could also be reusable) identical items. If you have a location with e.g. doors and windows that are being used in a construction project, you can add each of these locations as single items ("equipment"), then activate inventory, and you are able to track when a consumable is being picked or added.
If enabled, you can set a lower threshold equal to the minimal amount of actual items that should be available at any time.