Viewing And Filtering Assets

INFO

Note: Assets can only be viewed by organizational users who have been granted relevant permissions

The Assets Page features three tabs for In Stock Assets, Pending Assets, and Assets that are en route via purchase orders respectively.

The In Stock Assets Page and Pending Assets Page feature several filters atop the Assets Table. Available filters include Asset Number, Asset Name, Type, Category, Make, Serial Number, Sold, Validation Failure, Facility, Checklist Status, and Sales Customer, along with toggle filters such as Only Show In Stock Assets / Only Show Received (Pending tab), Show Sale only, Show Deleted, Only Show On Rent Assets, and Only Show Out Of Service Assets. Set any combination of these filters to narrow the assets shown in the table and search for your desired asset(s).

Additionally, you can use the Search Bar on the Top Navigation Bar to search for assets.

You can additionally click on the headers of each column in the Assets Table to reorder visible assets based on that column.

Visible columns can be altered using the column settings menu, accessible via the filter settings button on the top right corner of the table.

To view detailed information on an asset, simply click on an asset row to open up the Edit Asset Popup. The Edit Asset Popup shows all asset information within categorized tabs.

The On Order Tab on the Assets Page allows you to view assets that have not yet arrived or have partially arrived via purchase orders. Filtering on this table is not yet supported.

To view detailed information on the status of an asset's purchase order, simply click on an asset's row to open up the linked Purchase Order in a new tab. Lear more about purchase orders here.