TW - Add Assets


Texada Web Stand-Alone Menu -> TW - Assets -> ADD button -> TW - Add Assets

This utility can be used to a new Asset to the SRM product file.
Once the Asset records have been added they can be modified in FL- Assets and can also be accessed from Rental Inventory.

To add new Asset or Rental productt, the prompts are:

ASSIGN PRODUCT NUMBER Window
This Assign Product Number window appears only when the Rental Product # Mask defined in the Company Inventory Parameters, as be setup to require the Group and/or Class to be part of the Rental product #.

To manually assign a product number without using the Product Mask click CANCEL to exit this Assign Product Number window, and manually enter the product number in the Product Number field.


PRODUCT NUMBER
Accept the default product # displayed or manually enter a product number up to a maximum of 12 characters.

Because barcodes can also be used to identify or enter products manually or via scanner on a document, the product number cannot be the same as the barcode for any other product in the system.


DESCRIPTION
Enter the product description of the item as it should appear on printed documents, using up to a maximum of 30 characters, or accept the default Group description as displayed if the Group# was used in the product Mask.

Note: The product description can always be over-typed on the document.


VENDOR #
Enter the number of the primary supplier from whom the item was purchased or from whom it will be re-ordered, or select it from the window as outlined in Vendor Search.

VENDOR PRODUCT NUMBER
Accept your product number as the default for the vendor's product number, or type in the correct vendor's product number or model number. using up to 20 characters.

VENDOR DESCRIPTION
Accept your product description as the default for the vendor's description or type in the correct vendor's product description.

PRODUCT CLASS
If the Class was used in the Product Mask as part of the numbering convention, the class used is displayed and cannot be changed.
If the Class was NOT used to determine the product number, enter the Product Class, or select it from the Product Class Search window.

PRODUCT GROUP
If the Group was used in the Product Mask as part of the numbering convention, the group used is displayed and cannot be changed.
If the Group was NOT used to determine the product number, enter the Group, or select it from the Group Search window.

COST EACH
Enter the cost each which would have to be paid to replace the item today.

LIST PRICE
Enter this selling price if this equipment were to be sold.

METER TYPE
Tracking meter units used or blade usage is only applicable to NON-BULK items.
For a non-bulk item, select one of the following options:
  • Select Metered Item to track meter units used such as hours or km, through work orders, contracts, maintenance, product exchanges, and rental returns for this item.

    For information on tracking Meter rollover or replacement on equipment refer to Update Meter Prompt/Hours.
    The initial Meter setup window opens and prompts:

    METER DIGITS
    Enter the maximum number of digits that this meter can track before the count must be reset.

    INITIAL METER READING
    Enter the initial meter reading for the new equipment.
    INITIAL METER DATE
    Enter the date of the initial meter reading.

    CURRENT METER READING
    Enter the correct current meter reading.
    This will be updated as the equipment is rented, exchanged, put off or on rent, and returned, when the new meter reading is recorded.
    CURRENT METER DATE
    Accept today's date or enter the correct date for the current meter reading.
    This date will be maintained as the meter reading is updated.

    LTD METER
    This field tracks the total units used in the lifetime of the equipment.
    For a new product, this would be the difference between the Initial Meter Reading and the Current Meter Reading.
    In Rental Inventory, a window is provided in this field to view the meter tracking history.

    Finished?
    Click OK to accept the meter readings for the new equipment.
  • Select Bladed Item to track blade usage such as diamond blades where the units decrease with use.
    The initial Product Blade Information setup window opens and prompts:

    CURRENT METER READING
    Enter the current blade reading.
    This will be updated when the equipment is rented, exchanged, put off or on rent, or returned, and a new blade reading is reported.
    CURRENT METER DATE
    This is the date of the latest recorded blade reading.
    INITIAL METER READING
    This is the original blade reading of the equipment.
    INITIAL METER DATE
    This is the date of the original blade reading.

    Finished?
    Click OK to accept the blade readings for the new equipment.
  • Select Not Metered to skip the meter tracking for this product.


Finished?
Click ACCEPT to accept the screen and create the new product record, or click CANCEL to abort.

Additional Asset Information:
The submenu for additional product information provides the following options:
PRODUCT LOCATION
Enter a record for each Location (Branch or Division) where this sales item is stored in the Locations window as follows:
LOC
Enter the location or select it from the drop-down list.

ON HAND
Type in the quantity at this location only.

BIN #
This is shelf in your storage area where this item is kept.
It defaults to the location Name but can be over-typed to be more specific as required.

INVENTORY ADJUSTMENT Window
This window is only triggered once if changes are made to the quantity in the Locations window.
The information in this window tracks when and why inventory quantity changes are made, as outlined in Inventory Adjustment.

Finished?
Click ACCEPT Key twice (once for the line and once for all Locations).
Quantity Discrepancy:
On exiting the location window, if the quantity total on the Fixed Asset tags for the product does not match the current Quantity On Hand for the product, the Quantity Discrepancy warning window is triggered.

MAKE/MODEL RE-ORDER INFO
The re-order information can be captured in the Make/Model and Re-Order Information.

RENTAL INFORMATION
This window can be used to access additional product details including a conversion factor, rental rates, and security deposit, as outlined in Rental Information.

SAFETY NOTES
Skip this window if the safety notes do not apply, or use this window to define safety notes as outlined in Safety Notes.

SPECIFICATIONS
Window to access and update specifications for this product that can be referenced during contract entry in the window on the product description field, as outlined in Equipment Specifications.

BARCODES
Skip this window if your firm does not use barcodes on this product, or use this window to setup barcodes for the product as outlined in Barcodes.

FILE ATTACHMENTS
Multiple external documents or images can be associated with this product when setup in the File Attachments window.

This field is disabled if there is no attachment directory defined in Company Miscellaneous Parameters.


Topic Keyword: FRENTALS (6643)
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