---
title: "How to Use the Asset Management & Maintenance Modules"
canonical: "https://resources.shelvz.com/space/KB/171966482/How%20to%20Use%20the%20Asset%20Management%20%26%20Maintenance%20Modules"
format: markdown
---
## **Asset Management Module**

## Asset Management

### 🎯** Objective**

> Macro (excerpt)
> 
> The **Asset** **Management** & **Maintenance** modules aims to enable companies to effectively track and manage store assets, ensuring optimal utilization, maintenance, and visibility to enhance operational efficiency.

### \uD83D\uDCD8 **Instructions**

#### **Step 1: Enable the Modules**

Ensure the **Asset Management **and** **the** Asset Maintenance** module are enabled in the **Access** **Rights**.

Next, provide access to admins and field reps’ accounts to the module from **Access** **Rights** > **Groups.**

1. **Portal Level:** Enable for admins.
2. **Mobile App Level:** Enable for field reps.

#### **Step 2: Configure the Asset Management Module**

1. Go to the **Merchandiser** page, click the **Asset** **Management** tab in the left-hand menu to reveal the sub-menu, and click **Setup**.

> 📝 All fields marked with an asterisk ***** are mandatory to fill; others are not necessary to create a status.

2. **Setup **the **Status**:
  - Click on the **Status** tab.
  - Click on the + button to add a Status.
  - Fill in the required details.
3. **Setup **the **Category**:
  - Click on the **Category **tab.
  - Click on the + button to add a Category.
  - Fill in the required details.
4. **Setup **the **Movement** **Type**:
  - Click on the **Movement Type **tab.
  - Click on the + button to add a Movement Type.
  - Fill in the required details.
5. **Setup **the **Assets**:
  - Switch to the **Asset **tab.
  - To add manually:
    - Click on the + button.
    - Fill in the required details.
    - Optional: Add an image of the asset or a supporting document such as purchase/operation agreements.
  - To add in bulk:
    - Click on the import Excel icon and select **Add.**
    - In the Excel sheet, fill in the corresponding details.
    - Upload** **the completed template to the portal.

> 📝 - The **Status, Category, and Movement Purpose** must be defined before adding the asset.
> 📝 - Adding an asset will automatically display its first asset movement in line with the **Location** **Type** selected.

![MANAGEMENT Setup pt 1 - 10.11.mov](media://c54063c9-d54e-465e-aa82-3d27e8d318fc)

## Asset Movement

### 🎯** Objective**

Track the movement of your assets from the custody of the merchandiser to the warehouse for maintenance or from the warehouse to the branch as a new asset.

### \uD83D\uDCD8 **Instructions**

1. **View** your **Assets**:
  - Click on the **Asset** **Movement** page under the Asset Management tab.
  - Filter** **out the Asset Movements by changing the filters as required.
2. **Add **a **Movement**:
  - To add manually
    - Click on the + button.
    - Fill in the required details.
  - To add in bulk:
    - Click on the import Excel icon and select **Add**.
    - In the Excel sheet, fill in the corresponding details.
    - Upload the completed template to the portal.

![MOVEMENT Setup pt 2 - 10.11 .mov](media://8877a023-cb98-48e2-acaa-b22ac3512e88)

## **Asset Maintenance Module**

### 🎯** Objective**

Manage and delegate maintenance requests efficiently and keep track of their progress.

### \uD83D\uDCD8 **Instructions**

#### **Step 1: Configure the Asset Maintenance Module**

1. Click on the **Asset** **Maintenance** tab in the left-hand menu to reveal the sub-menu, and click **Setup.**
2. **Setup **the **Status**:
  - Click on the **Status** tab.
  - Click on the + button to add a **Status**.
  - Fill in the required details.

> 📝 The first added status will be considered as the initial status. The last status should be marked as **Closed**. This is to define that after a maintenance request reaches this status, there are no steps to take afterward.

3. **Setup **the **Type**:

- Click on the **Type **tab.
- Press on the + sign to add a **Type**.
- Fill in the required details.

![MAINTENANCE Request Setup p1 - 10.11.mov](media://3d5c6da4-327b-4564-9005-6193f62c6f71)

4. **View **the **Asset Maintenance Requests:**
  - Switch to the Maintenance Requests page.
5. **Change** the **Type **or** Status **of **Maintenance Requests:**
  - Click on the request you wish to edit.
  - Select the status or type from the drop-down menu.
  - Click Save.

![Asset Movement.mp4](media://e5287ffc-5e37-47e3-bb44-b9a4e42ff117)

#### **Step 2: Configure the Mobile App**