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Create and loan an asset

Create assets, loan out equipment, and manage your overdue loans

Updated over a week ago

Creating an asset to loan out can be an integral part of your business. This is great for particular industries such as Sleep studies, Physio where you may need your client to loan crutches or a CPAP machine to help with their diagnosis. This is where you can add your asset and create a loan in one quick easy process, saving you time and making you money.

In this article, we will discuss

Adding an Asset

1. Navigate to Dashboard

2. Scroll to Data > Assets

3. Click on Add Asset

4. Fill in the details of the asset (fields explained below)

5. Click Save Asset when finished

  • Serial Number: A number that will uniquely identify the item

  • Category: The category the item belongs to. If for example, you loan out numerous Laptops and Keyboards you would create a group called I.T.

  • Item: The name of the item

  • Asset Description: A brief description of the item

  • Alert Level: How low stock levels can go before an alert will be displayed, explaining to the user that their stock levels are dropping too low

  • In Stock: How much of that item is currently in stock

Creating a Loan for the Asset

1. You can now click on the asset you want to Loan out

2. You can also use the drop-down, search bar or the checkbox for Overdue assets to narrow down your search.

3. Click on Add Loan

4. Fill in the details of the loan (fields explained below)

5. Click on Save once finished

  • Date Out: The date that the item was loaned out. This field may be left blank

  • Date Due: The date the item is expected to be returned. This field may be left blank

  • Date Returned: The date the item was returned. This field may be left blank

  • Client: The name of the client who is loaning out the item. Simply start to type the client's name and a list will appear with all the predicted names

  • Notes: Optional notes on the loan

💡To edit a loan, click into the asset, edit as necessary and then click Update Asset

💡Categories can be added, edited or deleted through the Manage button

See similar articles relating to using purchases, loans and invoicing:

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