Objectives
- Insert Company assets in the databaseAdd and manage company assets
Steps
The assets of the Company can be managed within the Assets tab.
Assets can be added from the Actions button.
To add a new asset, click Actions→ Add
Enter the Asset Name (required field).
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- Type: specify the type of assets such as real estate, and vehicles, or customize the type by clicking on the plus sign next to the field and adding a new assets asset type.
- Ref: reference number of the assets.
- Description: write a summary that describes the assets.
- The Registered Date: specify the date
Specify if you have a copy of the Share Sale Agreement, Partner's Share Agreement and if you have a license of these assets by Yes or No.
You can also attach documents files related to the asset directly from the add window. They will be stored in the Related Documents Attachments tab of the Company.
The list of related assets will be then tracked from one tab, with the ability to export the list to Excel or search for assets using advanced filters.
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