Assets Management module for Concord
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  • 🏭 Assets Management Module for Concord CRM
  • Getting Started
    • ⚡Requirements
    • 🛠️Activating the module
  • Predefined settings of Assets
  • HOW TO USE
    • 📦 Creating an Asset
    • ➕ Adding Additional Asset
    • 🎯 Allocating Assets
    • ⚠️ Reporting Broken Assets
    • 💰 Asset Liquidation Management
    • 🔍 Reporting Lost Assets
    • 🔧 Asset Maintenance Management
    • 🛡️ Asset Warranty Management
    • 🔄 Asset Revocation Management
    • 📋 Asset Status History Details
    • 📉 Asset Depreciation Management
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On this page
  • 1. Access the Asset Details
  • 2. Go to Asset Additional Tab
  • 3. Create New Addition
  • 4. Fill in Addition Details
  • 5. Review Addition Details
  • 6. Save the Addition
  • 7. What Happens After Addition
  • 📊 Example Scenario
  • 💡 Important Notes
  • 🔍 Viewing Addition History
  1. HOW TO USE

➕ Adding Additional Asset

How to add more quantity to existing assets using Asset Management module for Concord CRM

Previous📦 Creating an AssetNext🎯 Allocating Assets

Last updated 13 days ago

When you need to add more quantity to an existing asset (like purchasing additional laptops of the same model), follow these steps:

1. Access the Asset Details

Navigate to the Assets section and click on the specific asset you want to add quantity to. This will open the asset detail page with multiple tabs.

2. Go to Asset Additional Tab

In the asset detail page, click on the Asset Additional tab. This section shows all previous quantity additions for this asset and allows you to add more.

3. Create New Addition

Click on the New Addition button. This will open a form where you can enter the details for the additional quantity purchase.

4. Fill in Addition Details

Required Information

  • Additional Code: The system auto-generates a unique code (ADD-00000001), but you can modify it if needed

  • Quantity: Enter the number of additional units being added

  • Cost Per Unit: Enter the purchase price per unit for this additional batch

  • Addition Time: Set the date when these additional assets were purchased

Optional Information

  • Description: Add notes about this purchase (e.g., "Bulk purchase for new department", "Replacement for damaged units")

Reference Information

  • Remaining Quantity: Shows current available/total quantity (e.g., "15 / 20" - 15 available out of 20 total)

5. Review Addition Details

Before saving, review the information:

  • Ensure the quantity being added is correct

  • Add descriptive notes for future reference

6. Save the Addition

Click Save to register the additional quantity. The system will automatically:

  • Generate a unique additional code for tracking

  • Update the total asset quantity (original + additional)

  • Increase available quantity for allocation

  • Record the transaction in asset history

  • Update financial tracking with new purchase costs

7. What Happens After Addition

Once the addition is saved:

  • The main asset quantity increases by the added amount

  • Available quantity increases accordingly

  • The addition appears in the Asset Additional tab history

  • Asset timeline records the quantity increase

  • Financial calculations include the new purchase cost

📊 Example Scenario

Original Asset: 10 MacBook Pro laptops @ $2,000 each

  • Total Quantity: 10

  • Available: 6 (4 are allocated to users)

Adding More:

  • Additional Quantity: 5 MacBooks

  • Cost Per Unit: $2,100 (new price)

  • Addition Date: Today

After Addition:

  • Total Quantity: 15 (10 + 5)

  • Available: 11 (6 + 5)

  • Mixed cost basis maintained for accurate financial tracking

💡 Important Notes

Cost Tracking

  • Each addition maintains its own cost per unit

  • This enables accurate average cost calculations

  • Important for depreciation and financial reporting

Quantity Management

  • Additional quantity becomes immediately available for allocation

  • System maintains separate records for each purchase batch

  • Audit trail shows all quantity increases over time

Best Practices

  • Document purchases: Always add description explaining the addition

  • Accurate costs: Enter the actual purchase price for proper financial tracking

  • Timely entry: Record additions when purchases are made

  • Batch tracking: Group related purchases in single addition entries

🔍 Viewing Addition History

In the Asset Additional tab, you can:

  • View all additions made to this asset

  • See addition codes for reference tracking

  • Review quantities and costs for each batch

  • Check addition dates for purchase timeline

  • Read descriptions for context about each purchase


Next: Learn how to allocate assets to users →

Asset Additional