Understanding the Assets Page

The Assets tab contains information about the assets in the system. In this section, create new and edit existing assets either manually or via import.

Prior to setting up assets, it is suggested that users create the asset attribute data that will display in the drop-down fields in the asset record. This data can be entered or imported in the Setup tab.

Creating, Deleting and Editing Assets

To create an asset, click the button. For convenience, the system will suggest one number higher than the highest Asset ID in the system for the new asset. This can be overwritten. The only required field to create an asset is the Asset ID field.


When done entering asset information, click the Save button to create the asset.


A copy of an existing asset can be made by clicking the Copy button.


To delete the asset, click the Delete button. A warning message will display prior to deletion.


To edit an existing asset, click the asset record in the grid. Assets in the grid can be searched using the  icon. 

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Details

Enter asset information under the Details tab including:

  • Asset ID – This is the number used to uniquely identify the asset. For barcode scanning to work properly, this complete number (including any leading zeros) should be encoded in printed barcodes used to tag the assets.
  • Description – This is a description of the asset.
  • Company – This is company to which the asset is assigned.
  • Building – This is the building in which the asset is located.
  • Room – This is the room in which the asset is located. Selecting a room is required when taking an inventory.
  • Department – This is department to which the asset belongs.
  • Asset Type – This is the asset category that generally describes the asset.
  • Person – This is person to whom the asset is assigned.
  • Serial # – This is the serial number of the asset. If an asset barcode is damaged or not visible, the user can scan or enter the serial number while updating or taking an inventory of the asset.
  • Status – This is status of the asset.
  • Manufacturer – This is manufacturer of the asset.
  • Model – This is the model number of the asset.
  • Condition – This is condition of the asset.
  • Notes – This is a free text field for additional information about the asset.
  • Active – This is a Yes/No field. Assets marked as inactive, will not show in an Inventory or in Check In or Check Out transactions.

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Accounting

Enter asset information under the Accounting tab including:

  • PO # – This is the number of the purchase order on which the asset was purchased.
  • Vendor – This is the vendor from whom the asset what purchased.
  • Account – This is the financial reference account under which the asset was purchased.
  • Acquisition Date – This is the date on which the asset was purchased.
  • Cost – This is the price paid for the asset.
  • Recovery Period in Year – This is the period during which an asset is depreciated.
  • Scrap Value – This is the value an asset can be sold for once it is fully depreciated.
  • Depreciated Value – This is a calculated value that represents the cost minus the scrap value minus the amount deprecated.
  • Amount Depreciated – This is a calculated value that represents the amount of the asset’s value that has been depreciated. One month of the asset’s value is depreciated at the end of the first full month since the asset was acquired and subsequently at the end of each month after that until the asset is fully depreciated. The scrap value is subtracted from the cost prior to calculating depreciation.
  • Warranty # – This the number associated with the asset’s warranty.
  • Warranty Start Date – This the date that the asset’s warranty begins.
  • Warranty End Date – This the date that the asset’s warranty ends.
  • Lease # – This the number associated with the asset’s lease.
  • Lease Start Date – This the date that the asset’s lease begins.
  • Lease End Date – This the date that the asset’s lease ends.

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Checked Out

The Checked Out tab shows information about the asset if it is actively checked out.

Check out information includes:

  • Checked Out To – This is the Person the asset is checked out to.
  • Checked Out Date – This is the data and time the asset was checked out.
  • Reference # - This is the Reference # entered in the Check Out transaction.
  • Project – This is the Project entered in the Check Out transaction.
  • Due Date - This is the Due Date entered in the Check Out transaction.

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Custom

The Custom tab has additional free text, drop down, date and toggle fields if needed.

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History

A full history of changes to an asset are displayed in the History tab.

Import/Export

Asset data can be imported and exported using the   icons.

To import assets, select or drag a .csv file that contains asset information on to the Data File section. 

The system default is to assume that the first row of the .csv file contains headers that should not be imported. If the first row contains asset date to be imported change this toggle before importing.

Map the data fields in the .csv to the RedBeam system fields by clicking the icon next to the desired field name.

Once the data fields are mapped, click Import button 

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It is important to note that importing data with the same Asset ID as an existing asset will update populated data fields with the newly imported data. Additionally, imported data will also create data values in the asset attribute dropdowns if they did not previously exist. Rows with invalid data formats or missing required fields will not be imported.

Clicking the export icon will allow several file formats to be selected.

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Choose the desired file format to export the data.

Printing Asset Labels

If using a supported barcode label printer, asset labels can be printed from the Asset screen.


To print labels, check the boxes next to the desired assets.

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Then click the printicon icon and select the desired Printer and Label Template.


A preview of the labels to be printed will display in addition to a count of the total number of labels to be printed.


Click Print to print the labels.

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