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Creating an Asset

To create an asset in Perfex CRM using the Asset Management module, follow these steps:

1. Access the Assets Sectionโ€‹

Navigate to the Assets section from the main dashboard or the sidebar menu. This is where you can manage and create all assets for your organization.

2. Create a New Assetโ€‹

Click on the New Asset button. This will open a form where you can enter the details required for the asset registration.

3. Fill in Required Asset Detailsโ€‹

In the asset creation form, provide the necessary details, including:

Basic Information (Required)โ€‹

  • Asset Name: Enter a descriptive name for the asset (e.g., "MacBook Pro 16-inch", "Office Desk")
  • Asset Code: The system auto-generates a unique code (AST-00000001), but you can modify it if needed
  • Category: Select the main category from the dropdown (e.g., IT Equipment, Furniture, Vehicles)
  • Subcategory: Choose the specific subcategory that best describes your asset
  • Assign Asset To: Select the company/department that will be responsible for this asset
  • Quantity: Enter the number of items being added
  • Unit: Select the unit of measurement (pieces, sets, meters, etc.)
  • Unit Price: Enter the purchase price per unit
  • Purchase Date: Set the date when the asset was purchased

Optional Detailsโ€‹

  • Location: Choose where the asset will be stored or used
  • Serial Number: Enter the manufacturer's serial number (auto-generated if left blank)
  • Model: Specify the asset model or version
  • Description: Add any additional details about the asset
  • Warranty Period: Enter warranty duration in months
  • Depreciation Period: Set depreciation period in years for accounting purposes
  • Salvage Value: Enter the expected value at end of asset life

Supplier Information (Optional)โ€‹

  • Supplier Name: Name of the vendor or supplier
  • Supplier Address: Supplier's business address
  • Supplier Phone: Contact number for the supplier

Asset Image (Optional)โ€‹

  • Upload Image: Attach a photo of the asset for easy identification

4. Review and Validateโ€‹

Once all details are entered, review the asset information for accuracy. Ensure that:

  • Asset name is descriptive and clear
  • Category and subcategory are correctly selected
  • Quantity and pricing information is accurate
  • Required fields are properly filled

5. Save and Registerโ€‹

Click Save to create the asset. The system will automatically:

  • Create an asset code if you haven't customized it
  • Generate a serial number if not provided
  • Set the available quantity equal to the total quantity
  • Send a notification to the assigned company
  • Record the asset creation in the system timeline

6. What Happens Nextโ€‹

After successful creation:

  • The asset appears in your Assets list with status "Available"
  • The assigned company receives an email notification
  • The asset is ready for allocation to individual users
  • Financial tracking begins if depreciation period is set

7. Generate QR Code or Barcodeโ€‹

QR codes and barcodes are not generated automatically. To create them:

  1. Open the asset (click on it from the Assets list)
  2. In the asset detail view, find and click the Generate QR Code or Generate Barcode button
  3. The code is generated on demand and can be printed for physical asset tagging

Use these codes for quick scanning during audits, checkouts, or inventory counts.

Pro Tips
  • Use consistent naming: Follow a standard naming convention for similar assets
  • Upload images: Photos help with asset identification and audits
  • Set warranty periods: This helps track when assets need replacement
  • Configure depreciation: Important for accounting and financial reporting
  • Generate QR codes/barcodes: Use the button in the asset view, then print and attach to physical assets for easy scanning and management