- Wizest edition only -

---

Creating an Asset Category

As the scale of business operations increases, so does the difficulty of tracking assets. This can be a huge cost to the business if employees leave without returning phones and laptops that the company bought.

In order to assign assets to employees, you must first create asset categories, such as "IT". You can do this through:

Administration > Company > Settings > Assets > Asset Categories

Once on the Asset Categories page, click the 'Add' button and fill out the relevant fields. Note that assigning a "Parent" would cause this category to be a sub-category of another.

After the fields are filled out, click submit and your category has been created.

---

Creating an Asset type

After creating an Asset Category, the next step is creating types of assets to have within this category. For the example of "IT", assets within this could be a mobile, phone, laptop, etc. To do this, go through:

Administration > Company > Settings > Assets > Asset Types

Once you're on the Asset types page, click the 'Add' button. Add a name for the asset type, a description (optional), and choose the category that the particular asset belongs to. Click the 'Submit' button and the asset type is created.

Assigning an Asset to a User

Now that you've created your asset category and specific asset type, you can add assets and assign them to a user. This is done through:

Facilities > Assets

On this screen, click the 'Add' button to add an asset record.

From here, you can select an Asset type and click the 'Add line' button to add the asset to the record. This will add a number of fields where you can enter the details of the asset and assign it to a user as the Owner. The 'Add line' button can then be used to add more assets. Once you are done, click the 'Submit' button to finish.