Setting Up Companies

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.

Locations

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.

Companies

Companies are the highest tier in the location hierarchy. One or multiple companies may be set up in the system.

To create a Company, click the button and enter:

  • Company Name
  • Address 1
  • Address 2
  • City
  • State
  • Country
  • Zip Code
  • Phone
  • Fax

company

Click Save to create the Company.

To delete or delete a Company, click on it in the grid and make the desired changes.

To import Company information, click the image-png-Oct-19-2021-07-57-14-70-PM button and follow the import steps.

To export Company information, click the image-png-Oct-19-2021-07-50-43-38-PM button and follow the export steps.