KB CloudERP - Help Center
Feature RequestRoadmapAPICompany
  • Overview
    • About
    • Changelog
    • Support
  • Knowledge Base
    • Get Started
      • How to register your business in KB CloudERP?
      • How to do a quick setup of business settings?
      • How to setup your company details?
      • How to setup multiple business locations/warehouse?
      • How to set up a bank/cash?
      • How to add payment accounts in KB CloudERP?
      • How to setup and edit payment methods?
      • How to setup tax rates, tax groups & disable tax?
      • How to setup an invoice scheme?
      • How to setup invoice layout?
      • How to add types of service?
      • How to change the theme color?
    • Import
      • Import products using Excel file templates
      • Import opening stock using Excel template
      • Import contacts using Excel file templates
      • Import sales using Excel file templates
    • Users
      • How do you setup roles?
      • How to add user?
      • How to assign location to user?
      • How to add commission agents?
    • Contacts
      • Add supplier & customers
      • Add customer groups
      • Add opening balance & payments
      • Add advanced balance
      • Add credit limit for customers
      • View customer & supplier ledger
    • Products
      • Add product category
      • Add product units
      • Add product variations
      • Add products
      • Add product types
      • Add opening stock
      • Duplicate product
      • Product warranty
      • Printing labels/barcode
      • Product selling price groups
      • Product expiry settings
      • What is stock transfer?
      • What is stock adjustment?
      • Product stock history
      • Edit products (bulk edit)
      • Delete products (bulk delete)
      • How to do price update?
      • Product tax types
    • Purchase
      • Adding purchase
      • Purchase order
      • Purchase requisition
      • Purchase payment
      • Purchase invoice
      • Different purchase price
      • Purchase with excise/custom duty
    • Sales/Sell
      • POS screen guide
        • Finalize sales options
        • Tender change
        • Adding payments from contact
        • Previous sale amount in sales
        • Use case of suspended sales
        • Rounding mechanism explained
        • Adding bonus or free items at sale
        • Featured products in the POS screen
        • Display product unit price in POS
        • Shipments, home delivery, or parcel management
        • Cash denomination
      • Sales subscriptions
      • Sales services
      • Sales return
      • Sales order
      • Discounts by brand, category, location
      • Displaying QR code in invoice
      • Gift receipt
      • Proforma invoice
      • Invoice external URL
    • Expenses
      • Add expense categories
      • Add expenses
      • Add recurring expenses
      • Add expenses refund
      • Add payroll expenses
    • Reports
      • How to check reports?
      • Cash register report
      • Stock expiry report
      • How to export your data/reports?
    • Notifications
      • Notifications templates
        • Ledger notifications
        • Customer notifications
        • Supplier notifications
      • How to setup SMS notifications
      • How to setup email notifications
      • Auto send notifications
    • Custom Labels
      • Custom payments
      • Contact custom fields
      • Products custom fields
      • Location custom fields
      • User custom fields
      • Purchase custom fields
      • Purchase shipping custom fields
      • Sell custom fields
      • Sale shipping custom fields
      • Type of service custom fields
    • Settings
      • How to search in settings?
      • Disable tax rates
      • Decimal precision for currency & quantity
      • Disabling printing receipts on the POS screen
      • Enable customer reward points
      • Stock accounting methods
      • Lot number/IMEI serial tracking
    • Modules
      • Accounting Module
      • Restaurant Module
        • Add tables
        • Add modifiers
        • Add table bookings
        • Enable service staff
        • Enable service staff pin
        • Kitchen dashboard
        • Kitchen orders
        • All orders & line orders
      • HRM Module
        • Payroll management
        • Shift management
        • Holidays management
        • Leave management
        • Attendance management
        • Essentials module
        • What is a sales target?
      • Project Management
      • CRM Module
      • Advance Repair
      • HMS Module
      • Manufacturing
        • Settings
        • Permissions
        • Using for repackaging and selling
      • WooCommerce
      • Spreadsheet
      • Catalogue QR
      • Partnership
    • Integrations
      • Google Map
      • Chat GPT
      • WooCommerce
      • Khalti
    • Tips & Tricks
      • Keyboard shortcuts for POS
      • Improve browser based print (Receipts or other)
      • Create shortcuts for web
      • Browser full-screen mode or distraction-free mode
      • Barcode scanner trick
      • Reusing product barcodes
  • Help and FAQ
    • Troubleshoot
    • Hardware Support
      • How to add a barcode scanner?
      • How setup label weighing scale?
      • How to setup thermal printer for receipt printing
      • Barcode printer support
      • How to setup a printer to open cash drawer automatically?
    • FAQ
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On this page
  • Allocate Asset
  • Asset Maintenance
  • Sending assets for maintenance
  • Asset Revoked
  • Asset Categories
  • Asset Settings
  • Prefixes
  1. Knowledge Base
  2. Modules

Asset Module

  1. Add assets

  2. Track assets warranty

  3. Categorize assets

  4. Get details of asset counts

  5. Allocate assets to an employee or users

  6. Allocated/UnAllocated assets

  7. Revoke asset

  8. Asset maintenance

  9. Asset Return (coming soon)

  10. Asset history (coming soon)

Allocate Asset

Any asset can be allocated to a particular user.

Go to All Assets > Action > Allocate Asset and select the user name, quantity, and date period.

Click the save button.

The report on allocated assets is shown in the ‘Asset Allocated’ tab.

Asset Maintenance

Asset maintenance helps to maintain assets under repair or any kind of service related to it.

Any user who has been assigned an asset can send it for maintenance when required.

Sending it to maintenance will send an in-app notification & also an email notification if enabled to some of the selected recipients.

Sending assets for maintenance

If any asset is to be repaired or sent for maintenance purposes can be added here.

Go to All Assets > Action > Send Asset for Maintenance and provide the required details(attachments can also be attached). Click the save button.

The asset report added for maintenance is shown in the ‘Asset Maintenance ‘ tab.

The status of maintenance can be changed here using the edit option.

Asset Revoked

The assets allocated to users can be withdrawn or canceled for various reasons.

Go to Assets Allocated > Action > Revoke and provide the required details. Click the save button.

The report on revoked assets is shown in the ‘Asset Revoked’ tab.

Asset Categories

While adding an asset, it can be categorized under a category.

For example, assets like chairs, and tables can be added under the category of furniture assets or office assets.

Categories for assets can be added, edited, and deleted in this tab.

Asset Settings

Settings prefixes and notifications can be done under the settings tab.

Prefixes

Each of the assets has a code for reference. Also when assets are allocated, revoked, or added for maintenance, it is referred to with a code for easy identification.

The prefix for these codes can be set as required.

Prefixes can be set for Asset code, Allocation code, Revoke code, and Asset maintenance in the Settings > Prefix Tab

Last updated 12 months ago