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Asset Category

ASSET CATEGORY​

1.1 Add Asset Category​

Add an Asset Category - Step-by-Step​

Step 1: Reach the Asset Category

  • From the main side menu, click on "Maintenance", then go to "Masters", and finally choose "Asset Category". This will open the Asset Category page.

Step 2: Adding an Asset Category

  • At the top-right, click on the “Create Asset Category” button to add a new category.

Step 3: Fill in Details
The Create Asset Category page will open. Complete the following fields:

  • Category [Mandatory][Text Field] – Enter the name of the asset category (e.g., Furniture, Machinery).
  • Description [Mandatory][Text Field] – Provide a description for the category (e.g., Wood Related Product, Electrical Equipment).
  • Select Status [Mandatory][Dropdown] – Choose whether the category should be set as Active or Inactive.

Step 4: Save the Category

  • Click Submit to save the new Asset Category.
  • Click Clear to reset all entered details.
  • Click Cancel if you don’t want to proceed.

1.2 Search Asset Category​

Search an Asset Category - Step-by-Step​

Step 1: Start Searching
On the Asset Category page, you can search using:

  • Category – Enter the category name.
  • Description – Enter keywords related to the description.
  • Status – Select Active/Inactive.

Step 2: See the Results

  • Click Search to see the list of Asset Categories that match your criteria.

1.3 Edit Asset Category​

Edit an Asset Category - Step-by-Step​

Step 1: Find the Asset Category

  • Use the search option to locate the category you want to edit.

Step 2: Start Editing

  • Click on View/Edit next to the Asset Category you want to modify.

Step 3: Update Information
On the Edit Asset Category page, you will see the current details. Update the following fields if required:

  • Category
  • Description
  • Status

Step 4: Save Changes

  • Click Submit to update the changes.
  • Click Cancel if you don’t want to apply the updates.
note
  1. Used to classify assets (e.g., Vehicles, Furniture, Machinery).
  2. Defines depreciation rules, useful life, and GL accounts for each category.
  3. Mandatory when creating a new asset.
  4. Categories can be added, searched, and edited as per requirements.
  5. Report of all asset categories can be exported or printed.

That’s it! You’ve learned how to ADD, SEARCH, and EDIT an Asset Category using the DMeX Support team.
For further assistance, please contact the DMeX Support team.