Wasp Barcode MobileAsset User Manual

Page 11

Installation & Setup

MobileAsset | Quick Start Guide

You must enter at least one site and location before you can add assets

to your system.

Now you can enter the locations contained in each of your sites.

From the Main menu, select the New icon, then click Location. Assets

that you enter into your system must each be assigned to a site and a

location within that site. Using the example above, within Warehouse 1,

you might have three locations: Main Storage Area, Manager’s Office and

Administrative Office.

This step is optional. You can create departments for your company. This

may help you with assigning the assets. For instance, within your locations,

you may want to designate two departments. Continuing the example above,

within the Administrative Office, you could have two departments: Accounting

and Human Resources. This is a further classification to help you track your

assets.

To set up departments, from the Main menu, select the New icon, then

click Departments.

This step is optional. You can enter all manufacturers for your assets.

From the Main menu, select the New icon, then click Manufacturers.

Manufacturers can later be assigned to Asset Types (see step 9).

If you will be calculating depreciation on your assets, set up your

Depreciation Classes next. These are created to determine a specific

Depreciation Method (straight-line, double declining, etc.) for an Asset

type (see step 9). The Asset Types are then assigned to specific assets

and the depreciation class tied to the asset type is used to calculate

depreciation.

To create Depreciation Classes, from the Main menu, click the New icon,

then select Depreciation Classes.

Now you need to create your asset types. Asset types are required

because each asset in your inventory is assigned to an asset type.

The asset type is a category or classification for assets. For instance,

you may have an asset type of IBM Laptop X6000 that defines the

manufacturer, size specs, etc. of this particular type of computer. Then

specific computers of the same type are assigned as assets to the IBM

Laptop X6000 asset type.

To create Asset Types, from the Main menu, select the New icon, then

click Asset Types.

This step is optional. You can create different categories to which

you can assign assets. This is another way to further define your assets.

You can add categories directly from the New Asset Type screen, if you

wish.

Now you are ready to begin entering individual assets. From the Main

menu, click the New icon, then click Assets.

Methods of Data Entry (Importing vs. Manual Entry):

There are two ways you can add information to your database: through

manual entry or by importing the data from an existing database.

Importing data can be much quicker if you wish to transfer a large amount

of information from an existing database to MobileAsset. Importing this

information also ensures you do not have typographical errors.

You must import the data in a set order. Detailed instructions for importing

data can be found in the online help. The outline below details the order

in which data must be imported into the system. For a more detailed

explanation and outline, please refer to the Import Strategies topic in the

online help. MobileAsset will only accept the data in this specific order

because each piece of information builds on the next to create a complete

profile for your assets. For instance, each asset must be assigned to a

specific location, therefore, you must import your locations first so that

MobileAsset will have this information prior to importing your assets.

Again, we strongly recommend that you review the information regarding

importing data in the online help before you being the import process.