Asset Management

Asset Management helps you track meters, endpoints, registers, tools, equipment, and other inventory.

Enable Asset Management

Once enabled, open the Assets page on the left hand side

                            The Assets page, showing the Assets and Bulk Inventory tabs.

Create an Asset

1. Open the Assets page.
2. Select the Assets tab.
3. Select New Asset.

                                      Select New Asset to begin creating a new asset record.

4. Choose the asset type.
5. Enter the required information, including the serial number.

                                         Fill in the asset details in the New Asset panel.

6. Complete meter details when creating a meter.
7. Select Save.

                                           The new asset appears in the Assets list after saving.

Create Bulk Inventory

1. Open the Assets page.
2. Select the Bulk Inventory tab.

                               Select the Bulk Inventory tab to view or add bulk inventory records.

3. Select New Bulk Asset.

                            Select New Bulk Asset to begin creating a new bulk inventory record.

4. Enter the SKU, description, quantity, and unit.
5. Add the warehouse location and unit cost if available.

                           Fill in the bulk inventory details in the New Bulk Asset panel.

6. Select Save.

                       The new bulk inventory record appears in the Bulk Inventory list after saving.

View or Edit Records

Use the view action to preview an asset or bulk inventory record. Use the edit action to update its information.

Use the view (eye) and edit (pencil) icons at the end of a row to preview or update a record.

Keep serial numbers, SKUs, locations, quantities, and statuses current so inventory and installed equipment remain accurate.

Asset Inventory

Use the Assets tab for individually tracked items. Each asset has its own serial number and record.

You can add or edit:

• Asset type
• SKU
• Serial number
• Status
• Receipt date
• Warehouse location
• Purchase cost
• Notes

Supported asset types include:

• Meter
• Endpoint
• Register
• Tool
• Equipment
• Other

                                    Available asset types in the New Asset form.

Asset statuses:

• In Warehouse: The asset is available in inventory.
• Installed: The asset is currently installed.
• Removed: The asset has been removed from service or a location.
• Retired: The asset is no longer available for use.

                                      Available asset statuses in the New Asset form.

Meter Assets

When creating a meter asset, enter the meter-specific information, including:

• Meter brand and model
• External meter ID
• Meter status
• Service type
• Installation date
• Meter size and unit
• Multiplier
• Warranty expiration
• Initial reading
• Register and endpoint details
• Location description
• Latitude and longitude
• Notes

Meter assets can also be associated with changeouts and locations where applicable.

Asset preview showing meter-specific details.

Bulk Inventory

Use the Bulk Inventory tab for items tracked by quantity rather than individually.

Each bulk inventory record includes:

• SKU
• Description
• On-hand quantity
• Unit of measure
• Warehouse location
• Unit cost

Examples include replacement parts, fittings, supplies, or other items purchased and stored in quantities.