Adding Asset Classifications and Product Codes

Adding New Classification

For information on asset classification, consult this section https://meta.trackabout.com/wiki/Key_Concepts#Asset_Classification

You first need to add asset type, then add the product code. While adding the product code, you will map it to the correct asset type.

Accessing the Asset Classification page

Asset are classified in three levels: Categories (top level), groups and types.

Here is how to configure these. From the menu Trackabout Config, select Asset Classifications TrackAbout Config --> Asset Classifications

Adding a new Category

Adding a new Top level Category

PLEASE NOTE: If you select that the Category is not on customer balances in the accounting system, then you will not be able to load any balances for any asset Types which reside below that Category.

Adding a new Group

Adding a new Group to a Category. Expand the category tree where you want to add the new group:

Add a new Type

Add a new Type to a Group.
Notes:

• After adding a new type, please make sure to also add a new Product Code, instructions are below.
• If you are using the Rental Module, you will need to add all asset types to Rental Classes. For instructions on how to do this, see Assign Asset Types to Rental Classes.

Expand the category and Group tree where you want to add the type:

Adding a Product Code

Even if the Product Code is the same as the Type, a Product Code must still be added. From the menu Trackabout Config, select Add New Product Codes

TrackAbout Config --> Add New Product Codes

• Enter the Product Code and the Description
• Select the Tracking Status. (Default is tracked) Please read (here) for a more complete and accurate description of what all the Tracking statuses mean.
• Choose the Category, Group, and Type from the drop-down lists
• Click the Save button

NOTE: If the needed Category, Group, and Type are not listed, click on the Asset Classifications link to set them up