Adding Assets

Overview

Assets are individual physical items — a specific laptop, inverter, or tool with its own serial number and asset tag. Before adding an asset, make sure the asset model exists (see Asset Models).

To access: Assets → Create New

Adding a Single Asset

1. Go to Assets → Create New
2. Select the Asset Model — this pre-fills category and depreciation settings
3. Enter the Asset Tag — Cola Solar’s internal tracking number (e.g. CSN-0042)
4. Enter the Serial Number if available
5. Set the Status:
   • Ready to Deploy — available for checkout
   • Deployed — currently assigned
   • Undeployable — damaged or under repair
   • Archived — retired from service
6. Set the Purchase Date and Purchase Cost
7. Set the Location — which office or site this asset belongs to
8. Set Warranty Months if applicable
9. Add any Notes
10. Click Save

Asset Status Labels

Never delete an asset record. If a piece of equipment is retired, set its status to Archived to preserve the history.