Alpha Docs
ERP ModuleAssets

Assets Overview

Managing equipment and assets in Alpha

Assets Overview

The Assets module tracks equipment, installations, and maintenance activities.

Asset Management

What are Assets?

Tracked items including:

  • Equipment
  • Machinery
  • Vehicles
  • Tools
  • Installed systems

Asset Information

FieldDescription
Asset IDUnique identifier
NameAsset name
CategoryAsset type
Serial NumberManufacturer serial
LocationPhysical location
StatusCurrent status

Asset Lifecycle

stateDiagram-v2
    [*] --> Acquired
    Acquired --> Installed
    Installed --> Active
    Active --> Maintenance
    Maintenance --> Active
    Active --> Decommissioned
    Decommissioned --> [*]

Status Definitions

StatusDescription
AcquiredPurchased, not yet installed
InstalledSet up at location
ActiveIn normal operation
MaintenanceUnder maintenance
DecommissionedRetired from service

Creating Assets

Step 1: Add Asset

  1. Go to ERP > Assets
  2. Click Add Asset
  3. Enter details

Step 2: Asset Details

FieldExample
NameConveyor Belt A
CategoryMaterial Handling
SerialCNV-2024-001
ManufacturerEquipCo
ModelCB-500
Purchase Date2024-01-15
Warranty End2026-01-15

Step 3: Assign Location

  1. Select location hierarchy
  2. Assign to specific spot
  3. Save

Asset Categories

CategoryExamples
ProductionMachines, conveyors
ITComputers, servers
FacilitiesHVAC, lighting
VehiclesTrucks, forklifts
ToolsHand tools, power tools

Asset Reports

ReportContents
Asset RegisterAll assets
By LocationAssets per location
Maintenance DueUpcoming maintenance
Certification StatusCertification overview

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