Assets Management Module for Concord CRM
The Assets Management module provides complete lifecycle management for your organization's physical assets within Concord CRM. From procurement and allocation to maintenance, depreciation, and eventual disposal, every stage is tracked and documented in a single, centralized system.
Key Featuresโ
- Full Asset Lifecycle -- Create and track assets with detailed attributes including name, code, category, price, images, QR codes, purchase dates, warranty periods, and depreciation schedules.
- Allocation and Assignment -- Assign assets to companies and allocate quantities to individual users with automated notifications and availability tracking.
- Maintenance Management -- Schedule and monitor maintenance activities, set expected return dates, and automatically reduce available quantities while assets are under service.
- Financial Tracking -- Configure depreciation periods, salvage values, and track book values alongside accumulated depreciation over time.
- QR Code Integration -- Auto-generate QR codes for each asset to enable quick lookup and identification via scanning.
- Comprehensive Reporting -- Monitor asset statuses, manage loss and damage records, and maintain complete audit trails for compliance.
Requirementsโ
Before installing, ensure your environment meets the following requirements:
| Requirement | Details |
|---|---|
| Concord CRM | Latest version recommended |
| PHP | 8.1 or higher |
| Valid License | Obtained from Themesic |
Optional (for full functionality)โ
- Cron Job -- For automated notifications such as warranty expiry, maintenance due dates, and overdue assignments.
- GD / ImageMagick -- For QR code generation.
Installation and Activationโ
Follow these steps to install the Assets Management module on your Concord CRM instance:
- Download the module ZIP file from Themesic.
- Log in to your Concord CRM as an administrator.
- Navigate to Settings โ Modules in the CRM sidebar.
- Click Upload Module and select the downloaded ZIP file.
- Once uploaded, click Activate to enable the module.
- Enter your license key when prompted to complete the activation.
After activation, a new Assets menu item will appear in the CRM navigation. If you do not see it, clear your browser cache and refresh the page.
Initial Configurationโ
Once the module is activated, complete these steps before creating your first asset:
- Navigate to Assets โ Settings from the CRM sidebar.
- Add Asset Groups (categories such as "IT Equipment", "Office Furniture", "Vehicles").
- Define Units of Measurement (pieces, sets, meters, boxes).
- Create Locations to represent where assets are stored or used (e.g., "Warehouse A", "Head Office", "Remote").
- Set up user permissions under Settings โ Roles & Permissions to control which team members can create, edit, and manage assets.
Configure groups, units, and locations before creating assets. This ensures consistent categorization and makes reporting more effective from the start.
Troubleshootingโ
| Issue | Solution |
|---|---|
| Module does not appear after upload | Refresh the page and verify the ZIP file is not corrupted |
| Activation fails | Double-check the license key for typos or extra spaces |
| QR codes not generating | Ensure the GD or ImageMagick PHP extension is installed |
| Notifications not sending | Verify that your cron job is configured and running |
Each license key is valid for a single domain. Always back up your database before installing or updating modules.
What's Nextโ
- Usage Overview -- Learn how to create assets, allocate them, and monitor your inventory.
- Predefined Settings -- Configure groups, units, locations, and notification preferences.
If you encounter any issues during installation, visit the Themesic Support Ticketing Area for assistance.