Search Results

To onboard agents, the user must configure roles, skillset, and resource groups in the settings module. i. Navigate to Settings and open the Agents section to configure the Profile and Skillset. ii. Navigate to Settings and open the My Organization section t...

This feature allows users to create individual agents; new agents can be onboarded on this page. Left menu -> Agents -> New Agent: The save button will be enabled only after the user fills out all required fields and any optional ones. Vendor details and r...

Registered users will receive an account confirmation email containing temporary credentials and a login link for the Asseto application. This will be sent to the registered email ID provided on the new agent registration page. Once the agent clicks on the ...

When a user forgets their password, they may click on the "Forgot Password" option on the login page. This will navigate them to the Forgot Password page. Enter the username and click the "Submit" button. The user will receive an email with a link to reset ...

This feature allows the user to onboard multiple agents in bulk. Agents -> Bulk Upload: It has three sections: Preparation: Download the template. Precheck: Perform a validation check to identify any errors in the uploaded sheet. Processing: View the...

Agent detail view page: The user can view and edit agent details by clicking on the agent from the list.

Agent Edit: On the agent details view page, the user can edit and update the agent details by clicking on the edit icon located near the agent's name in the top left corner of the page. Note: Greyed-out fields are not editable. Update the data and click ...

Assets Dashboard: The Assets dashboard page is shown in the following screenshot. The Assets Dashboard page displays the following information and charts: Asset Summary: Shows the total number of assets in the system, including the count of active, inac...

To onboard assets, the following configurations must be completed in the settings module(Asset category, Manufacturer, Model, Location, Currency, Roles, Skillset.: Go to Settings and open Assets to configure Category, Manufacturer, and Model. Go to Setting...

Click on "New Asset" to onboard an individual asset. Left panel -> Assets -> New Asset: The new asset page will display a list of sections with links. To navigate to a particular section, simply click on the corresponding link. On the new asset page, as sho...

To onboard multiple assets in bulk: Left panel -> Assets -> Bulk Upload: The Bulk Upload process consists of three sections: Preparation: Download the bulk upload template by clicking the "Download Template" button. Pre-check: Check for any errors in t...

Asset detail view:  Here, users can view detailed information about the asset (as shown in the following screenshots). Clicking on a specific asset in the asset list will navigate users to the asset detail view. The following features and tabs are displaye...

Users will be able to edit the following options using the edit icon: Clicking on the edit icon will direct users to the "Edit Asset Info" page, where users can update the asset details. This page provides fields to modify the asset's core information, allo...

In this section, users can view all inventories within the system. They also have the option to edit inventory details through the detailed view page. Inventories dashboard having following features 1. Search: Users can search for any inventory by entering...

Before onboarding inventories, the user must configure the necessary settings such as Inventory Category, Manufacturer, SKU, Stock Room, Location, and Currency within the Settings module. Settings -> Inventories -> Inventory category: Add Category: The u...

New inventory creation process: Using this feature, the user can onboard or register new inventories into the system. Left Menu -> Inventory -> New Inventory A list of sections under the new inventory page will be available, by clicking on the specific secti...

Bulk upload has the following features.         New Inventory Bulk Upload         Stocktake Bulk Upload         StockUpdate Bulk Upload       4.4.1. New Inventory Bulk Upload By using this feature, the user can onboard multiple inventories in ...

To view the details of inventory, click on the specific inventory from inventory list system will redirect you to inventory detail view page.

Click on edit icon to edit/update the inventory details. Click on edit icon nearby inventory info, page should be redirected to update inventory page. Users can update the inventory info and click on the save button. Save button will be enabled. “Inve...

Stocktake dashboard has the following features.            Search: User can search for any specific file with their title.        Stocktake table: User can view your uploaded csv files with a link to download to your local pc.        Total records:...