Step 1: Location Details
Asset type (required):
If your company has only one asset type, it will be preselected.
If multiple types are available, select the correct type from the dropdown.
Address:
Use the Search Address field (Google Maps integrated) to quickly fill in details.
You can also enter details manually.
Required fields: Street, City, Country.
Optional fields: State/County, Post/Zip Code.
Click Next to continue.
Step 2: Asset Information
Asset name (required): Enter a name manually, or use Copy from ID or Street Address.
Asset ID (optional): Add an identifier such as a store number.
Access instructions (optional): Notes to help teams access the location (e.g., gate codes, entry points).
Phone number (optional): A contact person for the location.
When ready, click Save (or Save and add another to continue adding assets).
Use Back to return to the previous step if needed.
Adding a Moving Asset
For vehicles or other mobile assets:
Asset type (required): Same rules as fixed assets (preselected if only one type is available).
Registration number (optional): Enter a vehicle registration number.
Asset ID (optional): e.g., VIN (US) or chassis number (UK).
Asset name (required): Add a name manually, or use Copy from ID or Registration Number to generate it automatically.
Click Save (or Save and add another) to complete.