Creation of Asset Category and Location

To effectively manage your company's assets, it's essential to set up customized categories and locations for each type of asset. 

Navigate to Asset Management > Asset Setup. Here is where you can customize your Asset Category and Location.

You can view the full list of asset categories and click Export if you need the listing in an excel report.

You may also deactivate, view, edit and delete the assets category.

Note:

Click Add Category to create your asset grouping. Enter the Asset Category and put a remark for your reference. Click Save.

Go to Asset Location to customize your asset location. 

You can skip this if you choose to manage your assets without assigning them to specific locations.

You can view the full list of locations created and click Export if you need the listing in an excel report.

Note:

Click Add Location to create your asset location. Enter the Location and put a remark for your reference. Click Save.

Once you have created your asset categories and locations, you can select the appropriate category and location from the drop-down menus at Asset Maintenance.

Learn more about PeopleX Asset Management.