Keep track of your organization’s hardware and software inventory to ensure accountability and monitor warranty statuses. You can add assets individually or import them in bulk.

Option 1: Manual Entry #

Use this method to add and configure a single asset.

1. Navigate to Assets: Click on the Assets tab in the left-hand menu.
2. Add New: Click the Add Asset button located in the top-right corner.
3. Enter Asset Details:
   • Asset Name: Enter a descriptive name (e.g., MacBook Pro M1 – Designer 01).
   • Type: Select the category: Hardware, Software, or Other.
   • Status: Choose the current state of the item:
     • Stock: Available for use but currently unassigned.
     • Assigned: Currently in use by a team member.
     • In Repair: Currently being serviced.
     • Retired: No longer in use or disposed of.
4. Assign Ownership (Conditional):
   • If you selected Assigned as the status, a new dropdown will appear. Select the specific Team Member responsible for this asset.
5. Tracking & Warranty Info:
   • Serial Number: (Optional) Enter the unique manufacturer serial key for identification.
   • Purchase Date: The date the item was bought.
   • Warranty Expiry: The date the warranty coverage ends.
   • > Note: Setting the Warranty Expiry date ensures this asset appears in the “Expiring Warranties” alert on your dashboard.
6. Link Contract & Notes:
   • Related Contract: (Optional) Link this asset to an existing contract (e.g., a lease agreement or software subscription) for centralized tracking.
   • Notes: Add any specific comments or condition reports.
7. Save: Click the Save Asset button to add the item to your inventory.

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Option 2: Bulk Import (CSV) #

Use this method to migrate a large inventory list from a spreadsheet.

1. Initiate Import: Click on the Assets tab, then click the Import button in the top-right corner.
2. Prepare Your Data:
   • Crucial Step: Download the Sample CSV File provided in the import popup.
   • Format your data to match the sample file’s headers exactly. This prevents mapping errors during the upload process.
3. Upload: Select your CSV file and complete the import.