Asset Groups
- administrator
- consign
- Asset Management
- Tracking
- income account
- expense account
- tax code
- class
- terms and conditions
Configuration > Asset Management > Asset Groups
Configuration > Items and Stock Control > Asset Groups
Related Guides:
Details
| Field | Type | Description |
| Name | Free Text | Determines the name of the Asset Group as it appears elsewhere throughout the system. The assets area can be viewed using the "Assets by Group" option, this will display all asset groups. |
| Sequence in lists | Integer | This will determine the position of this Group in lists elsewhere throughout the system. |
| Notes | Free Text | Allows you to add additional notes regarding this Asset Group |
| Use for Assets | Checkbox | When selected, this group will be present in the 'Assets' module |
| Use for Items | Checkbox | When selected, this group will be present in the 'Products' module |
| Terms and Conditions | Free Text | Allows you to enter Terms & Conditions applicable to Assets found within this group. |
| Products in this group can not be consigned yet | Checkbox | When checked, should an Item belong to this Asset Group, it will be unable to be consigned. It will need moving out of the group in order to do so. |
| Exclude from Accounting Integration | Checkbox | "Use for Items" must be enabled for this to show. When selected, items will be excluded from syncing to 3rd party accounting integrations. |
| Default Sort Sequence when adding Items to billing entities | Checkbox | Here, you can set a sort sequence for the asset group. This will be used to order items when they are added to quotations/sales orders/purchase orders/invoices. This allows you to have items always appear in a consistent order, in line with their asset/product group, regardless of the order they are actually added to the quote/invoice/order in. |
Automatically add this Product Group as a group when adding Products to quotes | Checkbox | This is only applicable to item/product groups, not asset groups. When checked, items in this group will be grouped together based on the item group they belong to, when they are added to a quotation. |
| Class for Invoice reporting/tracking | Free Text | This Class will be added to other Classes set at Customer, Product Group and Product, separated with a colon. |
| QuickBooks Online Product Type | Single Select | Items and Assets in this Group will be marked as this Product Type in QuickBooks. |
Defaults
| Field | Type | Description |
| Is a Recurring Product | Checkbox | Items in this group will be recurring products by default. |
| Is a meter | Checkbox | When checked, any new items created in this group will be set to be a meter by default. Only applicable when 'Is a Recurring Product' is enabled. |
| Default billing period | Single Select | Here, choose the default billing period items in this group are set to billed for. Only applicable when 'Is a meter' is enabled. |
| Do not track stock | Checkbox | Items in this group will not have stock tracking enabled by default. |
| Is a Contract | Checkbox | Items in this group will be a contract by default. |
| Consignable | Checkbox | Items in this group will be consignable by default. |
| Is Taxable | Checkbox | Items in this group will be taxable by default. |
| Do not receive on Purchase Orders | Checkbox | Items in this group will not be receivable on purchase orders by default. |
| Do not invoice on Sales Orders | Checkbox | Items in this group will not be invoiced on sales orders by default. |
| Linked Asset Type for Serialized Assets | Single Select | Items in this group will have the selected linked asset type by default. |
Default for number of decimal places to use for quantity | Single Select | This will be the number of decimal places item counts increase from when setting the quantity of an item using the arrow selectors. Setting this to 0 will result in item counts increasing by whole numbers each time an arrow selector is used. Setting this to 1 will result in item counts increasing by 0.1 each time an arrow selector is used. When new items are created this value will be inherited from the group but this can be overridden per product/item. Existing items/groups will have this value set to 0 by default. |
Billing
| Field | Type | Description |
| Invoice consignment description | Text | Contents of this text field are added to the end of the invoice line's long description. |
| Income Account | Single Select | This will be the default Income Account associated with the Assets in this Group. |
| Expense Account | Single Select | This will be the default Expense Account associated with the Assets in this Group. |
| Tax code (Sales) | Single Select | This will be the default Sales Tax Code applied to Items in this Asset Group. |
| Tax code (Purchases) | Single Select | This will be the default Purchase Tax Code applied to Items in this Asset Group. |
| Class for Invoice reporting/tracking | Text | This will add the class similar to a tag on the item, which can then be reported based on. |
| Group name to use when adding from Sales Order to Recurring Invoice | Text | Here you can set the name of the group items in this group will be created under when they are added to a recurring invoice from sales orders. If a group with this name already exists on the recurring invoice, the item will be added under this group. This also allows you to group items that are under item groups that their 'set' groups. |