Adding assets & types

Summary

This guide walks you through adding and managing assets in PSTrax. Administrators can add equipment individually or in bulk, create new asset types, and request bulk imports from PSTrax Support.

Instructions

You can add assets individually or in batches by utilizing the Add Asset or Add Multiple options. If you require better organization, feel free to create new asset types as needed. For those instances when you have a substantial number of assets to add, PSTrax Support is available to assist with bulk imports.

Adding a Single Asset

1. Navigate to Asset Settings:

   • Go to Settings > Assets > Add Asset.

2. Enter Asset Details:

   • Fill in the available information.
   • Any missing details can be added later in the Asset List.

3. Save the Asset:

   • Click Save to complete the entry.

Adding Multiple Assets

1. Select "Add Multiple":

   • Click the Add Multiple button in the top-right corner.

2. Enter Asset Information:

   • As new rows are added, previous row data automatically populates.

3. Modify Unique Fields:

   • Update fields like Serial Number or Internal ID for each item.

4. Save the Assets:

   • Click Save to complete the batch entry.

Adding a New Asset Type

1. Navigate to Asset Types:

   • Go to Settings > Assets > Asset Types.

2. Create a New Asset Type:

   • Click Add Type.
   • Enter the required details.

3. Save the New Asset Type:

   • The new type will now appear in dropdown menus when adding assets.

Bulk Asset Imports

If you receive a large number of new assets, PSTrax Support can import them for you.

• Email the asset details to help@pstrax.com for bulk import.
• This ensures accurate data entry and saves you and your staff time.