Assets

The Assets Module in DaaI Business Suite helps you store and manage information about all company-owned assets—like laptops, machinery, vehicles, property, software licenses, and more.
You can track purchase details, warranty, maintenance, and even lease/rent agreements for assets.

Step-by-Step Guide To Create

1️⃣ Open the Assets Module

• Log in to your DaaI Business Suite account.
• From the main menu, go to Assets Module under the relevant section.
• Click the ➕ Add button (green button at the top right) to create a new asset.

2️⃣ Fill Asset Details

A. Assignment & Type

• Assigned To (Required): Select the employee or department who will use this asset.
• Asset Type (Required): Choose the type of asset from the dropdown Software, Hardware, Machinery, Vehicle, Property, Furniture, Land, Trademark, License, Copyright, Patent

B. Asset Identification

• Brand: Enter brand name (e.g., Dell, Toyota).
• Model: Enter model number or name.
• Serial (Required): Enter the asset’s serial number.
• Cost (Required): Enter purchase cost.

C. Vendor/Supplier

• Vendor/Supplier (Required): Select from the list or click ➕ to add a new vendor.

D. Asset Status

• Asset Status (Required): Select from: Active, Inactive, Under Maintenance, In Use, In Repair, Disposed, Lost, Stolen, Sold, Transferred, Archived

E. Key Dates

• Purchase Date (Required): Date asset was bought.
• Warranty Expiry: When the warranty ends.
• Maintenance Date: Scheduled maintenance date.

F. Additional Info

• Invoice (Required): Invoice number for the asset.
• Product Variant: Product specification or variation.
• Service Tag (Required): Service or identification tag.

G. Lease/Rent Details (Only if checkbox “Rent/Lease?” is selected)

If you tick Rent/Lease, the following fields will appear:

• Lease Start Date: Start of the lease.
• Lease End Date: End of the lease.
• Lease Amount: Monthly or periodic lease payment.
• Deposit Amount: Security deposit paid.

H. Support & Notes

• Support Phone (Required): Vendor or support team’s contact number.
• Support Email (Required): Vendor or support team’s email.
• Notes: Any extra comments or reminders.

I. Document Upload

• Attach supporting files such as:
  • Invoice copies
  • Warranty documents
  • Lease agreements
• Supported formats: PDF, JPEG, PNG, etc.

3️⃣ Save or Close

• Save: Click 💾 Save to store the asset information.
• Close: Click ❌ Close to exit without saving.

✅ Tips

• Always enter accurate serial numbers—this is essential for tracking and warranty claims.
• Use the Notes field for internal remarks like “Assigned for project ABC until Dec 2025.”
• Keep documents attached for easy reference during audits.

⚠️ Warnings

• If Rent/Lease is selected but dates/amounts are missing, reports may be incomplete.
• Incorrect asset status can cause confusion in asset allocation reports.
• Don’t forget to update asset status when it’s sold, disposed, or transferred.

✏️ Editing an Asset

1. Open the Assets Module from the main menu.
2. Use Global Search or the filter boxes to find the asset you want to change.
3. Click on the record from the list to open its details.
4. Click the Edit (✏️) button.
5. Update any required fields — for example:
   • Change Status (Active, Inactive, Under Maintenance, etc.)
   • Assign to a different employee
   • Update warranty date, cost, or vendor details
6. Click Save to store your changes.

🗑️ Deleting an Asset

1. Open the Assets Module from the main menu.
2. Use Global Search or filters to find the asset you want to remove.
3. Click on the record from the list to open its details.
4. Click the Edit (✏️) button.
5. Scroll to the bottom and click the Delete (🗑️) button.
6. Confirm the deletion when prompted.

⚠️ Warning: Once deleted, the asset record is permanently removed from the system and cannot be recovered. If you just want to keep the record but stop using the asset, it’s better to change its Status to “Inactive” or “Archived” instead of deleting.