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Asset Location

A location can be useful if you have assets being use or stored in more than one place. This can assist in finding the assets later when auditing your assets.

Add a Location

To add a new location:

  1. From the Home Page
  2. Click Assets & Stock 
  3. Click Asset Register 
  4. The Asset Register opens. Click the Add New  or Edit   button 
  5. The Set Asset Details window opens. Click the Edit button to the right of Location 

  6. The Asset List dialogue box will open 

    • Select Enter New Location in the Choose Location to Modify dialogue box
    • Enter the new location in the Location Name
    • Click the green tick to save the new entry
    • Click the black cross to return to the Set Asset Details window

Edit a Location

To edit a location:

  1. On the Asset Register, select the asset to be edited
  2. Click the Edit  button
  3. The Set Asset Details window opens. Click on the Edit button to the right of the Location field
  4. The Asset List window opens 

    • Under Choose Location to Modify, click the dropdown arrow and select the location to modify
    • Under the Edit Location, enter the new name in the Location Name field
    • Click the green tick  to save the changes
  5. On the Set Asset Details window, click on the black cross  to exit and return to the Asset Register window

Deactivate a Location

Once a location has been used in the Asset Register, it cannot be deleted.  It is possible to remove it from the dropdown menu by making the location inactive.   

To make a location inactive:

  1. At the Set Asset Details window, click the Edit button to the right of the Location
  2. The Asset List window opens 

    • Select the location you wish to deactivate in the Choose Location to Modify dropdown box
    • Untick the Is Active? checkbox
    • Click the green tick  to save the changes
    • Click the black cross  to close the window and return to the Asset Register window
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