Assets
Last updated
Last updated
An asset is a physical thing that you offer to your customers. Assets may be located at locations. Some organizations use other words to describe an asset, such as:
Hardware
Device
Machine
Equipment
Other organizations may use more industry-specific terminology, such as endpoint, node, robot, printer, sensor, or other terms.
Assets can be imported directly into Hardfin (via CSV, API, or ERP). If you are using the , assets are the final step in the parts workflow after an assembly is registered:
An asset must be located at a location, unless it is in transit. (An asset cannot have more than one location at once.)
An asset must also have an owner, which is either your organization (for assets that have been leased or rented) or a customer (for assets that have been sold).
To see a list of all assets, navigate to the . Here you will see a table with each asset's serial number, operational status, product type, associated project, location, owner, and recent activity.
Use the search or filter options to refine the asset list.
To view the full details of an asset, click on an asset serial number in the asset list.
The asset details page will appear showing the asset details.
This page includes all the core details of the asset at the top of the page, including serial, description, status, owner, current location, and current project:
Asset details also include full timelines for project assignment (commercial activity) and asset movement (logistics history):
To create an individual asset, click the "Add asset" button and a window will appear. Choose the appropriate product for the asset, enter the asset's serial. select the correct location, and choose the right for the asset, then click "Add."
All four fields are required to create a new asset.
To edit details for an asset, hover over the detail you want to edit and click the pencil icon ✏️. For example, hover over the asset serial and you will see a small pencil:
Click the pencil to open the edit interface:
Editing some details, such as status and ownership may require different information. For example, to change asset status:
For example, to change asset ownership:
Assigning the asset to the project requires choosing the "Assign" button, selecting the project, and specifying the effective date of the assignment:
Assets may be assigned to a project however makes sense for your business, based on your downstream reporting needs.
You can remove an asset from its current project by unassigning the asset. This allows you to confirm the end date of that asset's affiliation with this commercial activity.
Unassigning the asset from the project requires choosing the "Unassign" button and and specifying the effective date of the unassignment:
Assignment date ranges are exclusive and an asset cannot be assigned to two projects at once, so the dates cannot overlap. An asset must be unassigned from one project in order to be assigned to another.
Asset movement allows you to record movements from one location to another, which automatically updates the asset's current location.
Asset moves are entered with an origin location and ship date (the date the asset left the origin) and a destination location and arrival date (the date the asset arrived at the destination).
You can enter shipment tracking information to automatically record shipment and delivery details from prominent shipping carriers.
Asset activity shows the full history of the assets movements and actions.
All movements appear in the history view automatically. Additional actions can be added to the history by choosing the "Action" button and selecting the appropriate event and date that correspond to this asset.
Files can be attached to asset records by uploading on the "Attachments" tab of the asset details screen. This functionality is primarily used for records related to the asset, such as procurement history, bill of materials breakdown, or sales records.
You can provide asset accounting details on the "Accounting" tab of the asset details screen. These details are useful in order to report on the fleet costs, manage depreciation, and calculate gains on sale and disposal. The core details are visible on the "Accounting" tab and include cost basis, salvage value, useful life, and the asset in-service date:
All of these values are included in your asset export for easy analysis when you export asset information.
The Active Projects Report allows you to easily view the history of your active projects over time. This report provides a detailed overview of your project history, showing you the number of assets planned for each project over time. To access this report, navigate to the Reports section, and select Active Projects Report from the dropdown menu.
Details also include sections for , , , and :
Asset details also include a full of the changes made to the asset over time.
To import assets in bulk, configure an integration with a CRM or ERP, upload a CSV or XLSX file, or to set up , please .
You can change an asset's current project by assigning or unassigning the asset. This allows you to enter the full history of how your assets are related to your commercial activity.
Moves can be entered for an individual asset or for a group of assets.
The default events in Hardfin include Deploy, Activate, and Install. If you would like to customize the events available in your organization, please .
New files can be uploaded by clicking the "Upload file" button. Hardfin accepts all file formats. Once uploaded, files can be viewed, downloaded, or deleted by choosing the corresponding action in the file list.
Asset metadata define details for each asset based on the . This metadata is set for the specific asset, so that each asset of this product type can have different metadata.
Assets are scrapped at the end of their life, most often when an asset has been disposed, dismantled, destroyed, or lost. Scrapped assets are not expected to return to service, although they may be dismantled and have their parts repurposed as part of other finished goods.
