Create a Physical Asset: Lookup
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In this article, we will learn how to create a physical asset in the back office using the Lookup function.
- Log in to Ops, click the "Assets" module in the sidebar, and then click +Add New at the top.
Click the physical asset button to get the form.
- Enter the asset registration number in the Asset Identifier Field and click 'Lookup.' Please note that the Lookup function does not always pull the data through; sometimes, you must fill it out manually.
- Change the Status to 'Available' in the Status Dropdown,
Setting the status as 'Available' makes the asset available for booking, while selecting 'Disabled' restricts the asset from being booked.
- Choose the Category from the dropdown, and click 'Next.'
- We are now on the Assets properties page, which would have already been prefilled with the asset properties as we used the Lookup function.
a. To add more asset properties, click the +Add New button to open the Asset Properties Modal.
b. Click on any asset property, enter the value, click Add, and get the green confirmation on the Modal.
c. Click anywhere outside the Modal to exit it. We see the asset property we added in the red box, and we can click 'Next' to progress to the next section.
- We have now reached the asset pricing section, where we can adjust the asset's price based on duration and mileage. Please select the consumer - default option from the dropdown menu on the right side. This action will display the pricing matrix.
- Click on the eye icon to activate the pricing feature. This action changes the yellow field to white, enabling us to input the price for this specific duration and mileage. Afterwards, click "Next" to proceed to the following section.
- This section allows you to connect your asset to a fleet. If your fleet is listed here, mark the check box to make it available. Please skip if no fleet is listed.
- We see this confirmation Module on our screen; click the OK button to confirm the asset's creation.
- We see the confirmation on our screen.
- To locate the asset we have generated, navigate to the Assets Module, toggle the Physical Assets option, and input the asset register number into the search field.
