Asset Management Settings is a configuration page used to set up master data before managing company assets. This initial setup is required to ensure that assets can be properly categorized, tracked, and managed within the system.
Before managing assets, the following configurations must be completed:
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Asset Categories (e.g., Equipment, Furniture, Vehicles)
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Asset Locations (e.g., Warehouse, Office, Factory)
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General Settings (display and access configuration)
Menu 1: General Settings
Purpose
General Settings are used to configure the overall behavior and access control of the Asset Management module.
Available Settings
Show Assets Menu on Client Side
Options:
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Yes (Default)
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No
Description
If Yes is selected:
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Clients or customers can see the “My Assets” menu in their portal.
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Clients can view assets assigned to them.
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Clients can submit asset requests or maintenance tickets.
Use Cases:
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Asset leasing or rental companies
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Clients need visibility of leased assets
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Clients need to request maintenance for assigned assets
If No is selected:
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The “My Assets” menu will not appear in the client portal.
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Clients cannot view asset information.
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Asset management is restricted to internal administrators only.
Use Cases:
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Internal asset management only
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Assets are not assigned to clients
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Clients do not require access to asset information
How to Configure
Navigate to Asset Management → Settings, select the desired option, and click Save.
Confirmation message: “Settings saved successfully.”
When to Change This Setting
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During initial system setup (to determine whether assets are client-facing or internal)
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When the business model changes (e.g., starting asset leasing)
Default Recommendation:
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Internal asset management → Set to No
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Asset leasing or rental business → Set to Yes
Menu 2: Asset Categories
Purpose
Asset Categories are master data used to group and classify assets.
Why Categories Are Required
Benefits:
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Grouping similar assets
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Easy filtering and searching
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Depreciation calculation by category
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Category-based reporting
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Different rules per category (insurance, maintenance schedules)
Example Categories
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Equipment (machines, tools)
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Furniture (tables, chairs, cabinets)
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Vehicles (cars, motorcycles, trucks)
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Electronics (laptops, printers, air conditioners)
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Buildings (offices, warehouses)
Create a New Category
Step 1: Click [+ Add Category]
Step 2: Complete the form
Category Name (Required)
The asset category name.
Format may be singular or plural.
Examples:
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Equipment / Equipments
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Furniture
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Vehicle / Vehicles
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Electronics
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Office Supplies
Best Practices:
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Use singular form (recommended): Equipment, Furniture, Vehicle
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Use clear and descriptive names
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Maintain consistent naming format across categories
Tab: General Settings
Select:
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Yes (if client access is required)
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No (if for internal use only)
Click Save.
Confirmation message: “Category created successfully.”
Edit Category
Step 1: Click [Edit] on the category row
Step 2: Update the data:
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Change category name (use caution)
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Update description
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Change parent category (if hierarchy is used)
Step 3: Click [Update Category]
Confirmation message: “Category updated successfully.”
⚠️ Warning:
Changing a category name will affect:
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All assets assigned to this category
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Report filters
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Dashboard widgets
Recommendation:
Avoid frequent renaming. If necessary, inform the team in advance.
Category Structure Recommendation
Start with a flat category structure for simplicity and ease of maintenance.
Use a hierarchical structure only if:
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Managing a large number of assets (500+)
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Detailed reporting by sub-category is required
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Different depreciation rules apply per sub-category
When to Create a New Category
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Initial system setup
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Purchasing a new type of asset
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Business expansion requiring new asset classifications
Tips:
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Avoid creating too many categories
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Five to ten main categories are sufficient for most businesses
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Use sub-categories only when detailed breakdown is required
Delete Category
Step 1: Click [Delete] on the category row
System Validation:
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If assets are still assigned, deletion is not allowed
Error message: “Cannot delete category: 25 assets still assigned to this category.”
Step 2: Reassign assets (if applicable)
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Move assets to another category, or
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Delete all assets (permanent action)
Step 3: Confirm deletion
Popup message: “Are you sure you want to delete this category?”
Click Confirm Delete.
⚠️ Warning:
Deleting a category is permanent and cannot be undone. Historical reports referencing this category may be affected.
Menu 3: Asset Locations
Purpose
Asset Locations are master data used to track the physical location of assets.
Why Location Tracking Is Required
Benefits:
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Visibility of asset physical location
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Easier inventory checks and audits
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Asset transfer tracking between locations
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Loss prevention
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Location-based reporting
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Insurance calculations based on location risk
Example Locations
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Head Office
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Warehouse A
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Factory – Production Floor
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Regional Office – Jakarta
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Regional Office – Surabaya
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Client Site – PT ABC
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Under Maintenance (Workshop)
Create a New Location
Step 1: Click [+ Add Location]
Step 2: Complete the form
Location Name (Required)
Use a clear and descriptive name.
Examples:
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Head Office – Jakarta
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Warehouse A – Tangerang
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Factory – Production Floor
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Client Site – PT Coffee Shop
Step 3: Click Save Location
Confirmation message: “Location created successfully.”
Edit Location
Step 1: Click [Edit] on the location row
Step 2: Update data as needed:
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Location name
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Address
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Contact person
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Phone number or email
Step 3: Click Update Location
Confirmation message: “Location updated successfully.”
⚠️ Warning:
Updating a location address may affect:
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Insurance documentation
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Asset audit records
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Compliance documents
Recommendation:
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Update the address if the move is permanent
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If a location is closed, set it to Inactive instead of deleting it
Delete Location
Step 1: Click [Delete] on the location row
System Validation:
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Locations with assigned assets cannot be deleted
Error message: “Cannot delete location: 85 assets still assigned to this location.”
Step 2: Reassign assets:
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Transfer assets to another location, or
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Mark assets as Disposed
Step 3: Confirm deletion
Popup message: “Are you sure you want to delete this location?”
Alternative to Deletion
The recommended approach is to mark the location as Inactive instead of deleting it. This preserves historical records and allows the location to be reactivated in the future if needed.