© 1985-2016 CAPITAL Office Business Software

Asset Management

Asset Manager has been designed to manage business assets, whether you own, lease, or maintain them on behalf of your customers. Service Manager job cards may be linked to assets to give you a complete service history, including costs and generated income, by individual asset. Attach contract and inspection plan information to each asset. The last and next scheduled service date can be tracked, including frequency of servicing. Easily produce a list of assets due for service, which can be exported to programs such as Excel, or email service information directly to the asset owners.
Features

Categories

Assets may be organised by family, group and class, as well as by department, location and cost centre.

Status

An asset may be designated as in use, disposed or returned. Assets may also be owned, leased or external but under your management.

Valuations

Record the purchase price if

applicable, including its insured,

salvage and replacement value.

Depreciation

Assets may be depreciated and the

current book depreciation value is

recorded against the asset.

Documents

Link documents to individual assets.

Notes

Link unlimited time and user stamped

note information to each asset.

Transactions

Purchase order, invoice and disposal

transaction numbers may be recorded

against each asset.

Condition

An asset may be assigned various

conditions such as new, good, or

unknown.

Serial Number Tracking

Integrates with CAPITAL Business Manager’s serial number & stock tracing system.

On-Screen Status

List key information such as purchase,

install & service dates. View total

expenses, billed charges, profitablity

and work in progress.

Location

Capture the supplier’s address, the asset’s physical address, and contact information relevant to the asset. Google Maps Locate address information for assets using Google Maps. SMS SMS information about the asset directly to mobile phones.
Highlights at a Glance Assets may be tracked by name, a description of unlimited length, barcode, serial number, model, brand, version, or IP address. Assign an unlimited number of additional serial or batch numbers to each asset. Integrates with CAPITAL Business Manager’s Stock Tracing system. Serial numbers associated with products of an asset automatically appear under the asset’s serial number list. User Defined Screens - assrts can be customised to suite your individual needs. Up to 6 screen pages of information relating to asset data can be created, altered and searched. View linked job cards, invoices, expenses, and the current and previous customers and suppliers. Depreciate assets and transfer values to your general ledger. Loan equipment to internal and external users. Track the movement history of your assets.
Filtering Create lists that meet your exact criteria. Assigned to user Assigned to owner or customer Brand, manufacturer, model, etc. Next service due All checked in (loan) All checked out (loan) Returns due By condition State or postcode range Under repair Under warranty Warranty expiry Custom query
Benefits        

Integrated Email & Fax

Combined with CAPITAL's Electronic Data Exchange component, asset invoices & related forms & reports can be printed, emailed or faxed directly.

Pictures

Attach one or multiple images to each asset on the asset’s item card.

Warranties

Record the warranty expiry date &

warranty period in units of days,

months or years.

WIP

Tracks work in progress activity against

assets. Ideal for keeping track of

service work underway on complex

and expensive assets.

Service Manager

Integrates with Service Manager. Job cards can be raised from Asset Manager or existing jobs can be assigned to an asset.

Billing

Invoices may be directly assigned to an

asset.

Expenses

Assign expenses to assets.

Contact Management

Integrates with Sales Force Manager.

Multiple contacts may be linked to an

asset found in Asset Manager.

Export to Microsoft Office

Export assets to popular spreadsheets such as Excel & OpenOffice, databases such as Access, and word processors such as Word.

Business Software You Won’t Outgrow

Ideal For Motor vehicles Buildings Boats Computers Excavators, tractors, etc. Lifts and escalators Air conditioners Weighbridges Farm machinery Furniture Lab equipment

Asset Manager

Business Software