The Setup tab is recommended as the first stop for first-time users. Here, users can list the locations, departments, and people that assets can get assigned to and asset types, projects, manufacturers, models, vendors, accounts, conditions etc.
The location of an asset is the physical place the asset can be found. There are three tiers to the location hierarchy including Company, Building and Room.
Buildings are assigned to companies and are the second tier in the location hierarchy
To create a Building, click the button and enter:
- Building Name
- Address 1
- Address 2
- Zip Code
Click Save to create the Building.
To edit or delete a Building, click on it in the grid and make the desired changes.
To import Building information, click the button and follow the import steps.
To export Building information, click the button and follow the export steps.