BizCRM App

Step-by-Step Guide to Adding a New Asset Type in the Asset Settings

STEP 1: Click on "Asset Settings" to Access Asset Management

  • Navigate to the left sidebar and locate the Asset Settings option.
  • Click on Asset Settings to view the existing asset types.
  • The main area displays a table with the following headings:
    • #: Identifier for each asset type.
    • Type Name: Name of the asset (e.g., Phone, Laptop).
    • Action: Options to Edit or Delete each asset type.
  • Prepare to proceed to the next step by clicking on Add Asset Type.

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STEP 2: Click on "Add Asset Type"

  • Navigate to the Asset Settings page.
  • Locate the Add Asset Type button highlighted in red.
  • Click on the Add Asset Type button to initiate the process of adding a new asset type.
  • Ensure to fill in the required fields in the subsequent form, especially those marked with an asterisk (*).
  • Proceed to the next step to enter the asset type name.

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STEP 3: Enter Asset Type Name

  • Click on the highlighted area labeled "Name *" to input the asset type.
  • Ensure that the field is filled, as it is marked with an asterisk (*), indicating it is required.
  • After entering the asset type name, proceed to the next step by clicking on "Save."

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STEP 5: Click on "Save" to Finalize Asset Type Entry

  • Ensure the "Name" field is filled out (marked with *).
  • Locate the "Save" button at the bottom of the dialog.
  • Click on the "Save" button to confirm and save your new asset type.
  • If you need to exit without saving, you can click "Close".

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