Asset Management

Asset management is the backbone of the system, which provides product categorisation, cost calculation and also control over what operation staff can pick from component lists.

Management staff can manage assets under the /assets page. To reach the page, navigate via the menu on the left and click the Assets button.

For a related how-to guide, please see How to get system ready.

Note

Setting up asset management should be your first step when starting a new system. Create the storage code and product category before creating the product model, since models depend on the other two.

Warning

These records are at the top level of the system. Deleting any of them will remove all records underneath them. This is a destructive action.

There are three types of asset control in this system.

Storage Code

Storage code is a record that holds a daily rate. It will be used to create product models.

All cost calculations in the system depend on this number. That's why it's one of the essential variables while setting up the system.

Record Fields

To create a new storage code, you need to fill in the following fields:

Fields	Description	Required?
Name	A name for this record. This will be shown on the select field while create a product model.	✅
Daily Cost	A number that represents how much it costs to store an item under this code. The value must be 0 or greater.	✅
Reference	Optional description of this record. This will only be shown in the storage code cards on /assets page.	❌

Note

Daily cost is flexible. You can create a special code to suit your needs. For example, you can create a storage code named Free with a daily cost of 0 for products with no storage cost.

Warning

Changing daily cost after creation will affect all records in the system. Make sure you understand the impact before you do it.

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Product Category

Product category is a record that defines a group of items with same product type.

The main purpose of this record is to define if the product is a main component. This is needed for storage cost calculation and warehouse logic.

What is main component?

The component marked as a main component will be used for cost calculation and some display logic in the system.

Note

This system assumes each machine will only contain 1 main component and unlimited non-main components.

The system needs to pick the right component to calculate accurate storage cost. That's why it's essential to mark the correct component to be main component.

For more information about cost calculation, please check cost calculation page.

Record Fields

To create a new product category, fill in the following fields:

Fields	Description	Required?
Name	A name for this record. This will be shown on the select field while create a product model.	✅
Is main component?	A boolean that defines if this group of items is main components. The default value is false. Note: This field cannot be modified after creation	✅
Reference	Optional description of this record. This will only be shown in the product category cards on /assets page.	❌

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Product Model

Product model contains information of a specific component model or machine model. You need a product category and a storage code to create a new model.

While product category and storage code sit at the top level of all data in an abstract way, product model provides a second layer of categorisation which represents an actual product in the real world.

For most of the time, you should only use or modify product model instead of the other two.

Record Fields

To create a new product model, fill in the following fields:

Fields	Description	Required?
Name	A name for this record. This will be shown on any product model drop down field in the system.	✅
Product No.	A set of numbers or characters that represents the product. It should be a unique identifier. Only for reference.	❌
Product Category	Select one from the product category	✅
Storage Code	Select one from the storage code	✅