Summary
Manage all your objects and items centrally to avoid errors and unnecessary expenses while optimizing your work processes.
Overview
Manage all your objects and items (keys, electronic devices, business vehicles, buildings, etc.) centrally in one place. This helps avoid errors and unnecessary expenses while optimizing your work processes.
Accessing Object Management
- You will find a box for object management in the summary.
- Alternatively, navigate via the “Accounting - entry points - object and asset management” menu.
If you have created objects in the opening balance, these will be displayed directly for you.
Object Details
- Object code: can only be assigned once.
- Tags: can be found in the search/summary.
You can add your own values under “Additional information”.
Assigning Objects
- In the next step, assign the corresponding object directly below.
- For example, you can assign it to an employee.
You can select one of the registered employees or an external user, such as when a key is handed over to the house owner.
Adding Manufacturer Information
- The manufacturer can be added next.
- You can select from the recorded partners or add a “new manufacturer” directly.
- Record the warranty duration here.
Recording Service Partner
- In the next step, record the service partner.
- For instance, this could be an automobile garage.
The service partner has the option to record the next service directly, which will be visible in the object management summary.
Insurance Information
- The insurer can also be saved.
- Record the insurance value directly with the insurer.
- You can create notes or add documents such as the insurance policy.