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How can I create an asset?

Before getting started with assigning assets to jobs, you'll have to create some first.

Dominique Tuck avatar
Written by Dominique Tuck
Updated over a week ago

To get started with creating assets, you should ensure that you have an appropriate SKU set up.

Creating a new SKU

Before creating your inventory list, you will be required to create a SKU first, so that you can better track and report upon the assets used on-site.

Start on the main page of asset manager with SKU selected. Click the 'Create new SKU' button to get started. This will open a new page for you to fill the SKU details.

You may also indicate on a SKU if there is maintenance required, so you can keep track of maintenance dates.

After filling the page details and clicking "Save", Crunchwork will automatically create a new Draft line item in the Catalog for that SKU, and remain in a 'Draft' status. This will be indicated against the SKU in the top right corner.

When the SKU is in 'Draft' status, you will not be able to assign assets for it. In order to progress, you will be required to review the Catalog line item that matches the SKU and publish it for use.

You can check the line item by updating the "Draft" button to a "Active" status, then following the prompts to open Catalog and publish the line item.

Clicking the "Edit Catalog Item" button will open a new line item editing screen in a new tab, where you can update the item cost information.

Once you publish your Catalog item, return to the SKU page in your other tab, refresh the page, then update the SKU to "Active" to continue.

Now that you've created a SKU, you may now create assets beneath it, using the "Inventory" tab that has become available in the banner.

Selecting "Inventory" from there will allow you to easily transition into creating individual assets under the SKU.

Underneath the SKU details, a table for asset inventory is visible, and you can use the Create New Asset button to continue.

Fill the asset details page as much ass possible, then when ready, select "Save". Saving the asset will generate a QR code at the bottom of the page.

Printing and applying this label to each asset will provide your on-site team members to easily scan from a mobile device to perform the following actions:

  1. Assign asset to a new job

  2. Check in an assignment

  3. Check out an assignment

After assigning assets to the SKU, you may now update the 'Draft' status to 'Available' to make assets ready for hire.

There are a number of different statuses you may use to apply to assets at any time. The "Draft"; "Out of Service"; "On the job" and "Retired" statuses will prevent the assets from being used on any jobs.

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