OneSolar CRM

Academy

Assets

Accessing the Assets Module

  • From the Admin Dashboard sidebar, click on Assets.
  • The Assets list page will open, showing: Asset Name
  • Price
  • Status (Active/Inactive)
  • Actions (View, Edit, Delete)

1. Add a New Asset

  • Click on + Add Asset.
  • Fill in the required details in the Add Asset Form: Name (mandatory): Enter the asset name.
  • SKU: Unique identifier for the asset.
  • Price (mandatory): Asset cost.
  • Purchase Price: Cost price of the asset.
  • HSN/SAC Code: Tax classification code.
  • Type: Select asset type (e.g., goods).
  • Status: Active or Inactive.
  • Opening Stock: Initial stock quantity.
  • Rate per Unit: Enter if applicable.
  • Allow Purchase: Choose Yes or No.
  • Track Inventory: Select Yes or No.
  • Description: Add a detailed description.
  • Click Save to create the asset.

2. View Asset Details

  • In the Assets list, click the Action (⋮) menu > View.
  • You will see full asset details, including: Name, SKU, Price, Purchase Price
  • HSN/SAC Code, Type, Status
  • Opening Stock, Rate per Unit
  • Allow Purchase / Track Inventory
  • Created & Updated timestamps
  • Description

3. Edit an Asset

  • From the Assets list, click the Action (⋮) menu > Edit.
  • Modify the fields as required (e.g., price, stock, status).
  • Click Update to save changes.

4. Delete an Asset

  • From the Assets list, click the Action (⋮) menu > Delete.
  • Confirm the deletion.

: Deleted assets are permanently removed and cannot be recovered.

5. Export Assets

  • Click Export to download the list of assets in a structured file format (CSV/Excel).

Quick Navigation

  • Assets List Page → Manage and view all assets.
  • + Add Asset → Create new assets.
  • View → Detailed record of an asset.
  • Edit → Modify asset details.
  • Delete → Remove assets permanently.

See it with your own projects

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