Assets
Products and setup
Define each item you buy once in the product catalog, and set up the lists (categories, brands, units, locations) that products and stock depend on.
Contents: Who can use it · Asset setup · Locations · Products · Example · FAQ
Who can use it
Staff with the asset product, master data and location permissions. Do this setup before buying or registering anything.
Where: Assets & Inventory → Asset setup, Locations, Products.
The product catalog.
Asset setup
Organization-managed lists, with tabs Categories, Brands, Manufacturers, Units and Settings.
| Tab | What it does |
|---|---|
| Categories | A tree. New root category, then Add child for subcategories. Each has a name, code and a default tracking type (Serialized, Bulk, Measured or Capacity). Suggests the tracking type for new products |
| Brands, Manufacturers | Simple lists. Add, edit, delete |
| Units | Add unit for units of measure such as Metre or Piece, used by bulk and measured products. "In use - cannot delete" appears for units already used |
Locations
Locations is a tree: region, branch, warehouse, zone and so on. Warehouse, office and client site are all just location types, so every transfer is a clean from and to.
| Button | What it does |
|---|---|
| New root location | Adds a top-level location |
| Add child | Adds a place inside another |
| Change status | Activates or deactivates |
| View | Opens the location with what is stored there |
| Delete | Removes a location after you confirm |
Products
Product Catalog lists every asset, consumable and service you buy, defined once.
- Click New product.
- Enter Product name and a code, and choose the Category, Brand, Manufacturer and an optional Default vendor.
- Choose the Tracking type. This decides how each unit is represented, and it cannot change after units exist.
| Tracking type | Use it for | How it is tracked |
|---|---|---|
| Serialized | Routers, ONUs, laptops | One record per unit with a unique serial, status and history |
| Bulk | Connectors, patch cords | A quantity per location |
| Measured | Fiber or cable reels | Cut by start and end meter reading; the remaining length is deducted automatically |
| Capacity | Upstream bandwidth | Committed capacity |
- For serialized products, add Extra identifiers (for example MAC address or PON serial) and a Default warranty.
- Set the Reorder level, Depreciation method, Useful life months, optionally Salvage % and Declining rate % (see Depreciation), and Default origin (how units usually enter).
- Click Create new product. No cost is entered here; cost is recorded when you purchase.
A product page shows Total units, In stock, Assigned, On hand, Remaining, specifications, Units, Purchase history and an activity timeline. Danger zone → Delete product hides it from lists; existing units keep their history.
Example scenario
Padma Net Support adds a category "Network → Routers" (Serialized), a brand "Mikrotik", and the product "Mikrotik RB5009UG+S+IN" with MAC address as an extra identifier and a 12-month default warranty. For fiber it adds "FTTH Drop Cable 1 km" as Measured with the unit Metre.
Tips
- Pick the tracking type carefully: it cannot change once units exist.
- Keep category codes short and consistent.
- Build the location tree to match how you really store things.
Troubleshooting and FAQ
I cannot change the tracking type. Units already exist for the product. Create a new product instead.
I cannot delete a unit of measure. It is in use by a product.