# Predefined Settings of Assets

The **Assets Settings** section lets you configure the foundational elements of your asset management system. Set these up before creating assets for the best experience.

***

## 1. 🗂️ Accessing Assets Settings

**Navigation:** Go to **Assets** → **Settings** from the sidebar menu.

The Settings page includes tabs for:

* **Asset Groups** (Categories/Subcategories)
* **Asset Units** (Units of measurement)
* **Asset Locations** (Storage/usage locations)
* **Custom Fields** (Extend asset data)
* **Webhooks** (External integrations)
* **Notifications** (Alert preferences)

***

## 2. 📁 Asset Groups

Asset groups are your main categories (e.g., IT Equipment, Furniture, Vehicles).

### Add a Group

1. Go to **Asset Groups** tab
2. Click **New Asset Group**
3. Enter **Group Name** (e.g., "Laptops", "Office Furniture")
4. Click **Save**

### Use Cases

* Filter assets by category
* Run reports by group
* Apply custom fields to specific groups
* Organize depreciation by asset type

***

## 3. 📏 Asset Units

Units define how you measure quantity (pieces, sets, meters, etc.).

### Add a Unit

1. Go to **Asset Units** tab
2. Click **New Asset Unit**
3. Enter **Unit Name** (e.g., "Pieces", "Sets", "Meters", "Boxes")
4. Click **Save**

### Examples

| Unit   | Use Case                  |
| ------ | ------------------------- |
| Pieces | Laptops, monitors, chairs |
| Sets   | Desk + chair combos       |
| Meters | Cables, fabric            |
| Boxes  | Consumables, spare parts  |

***

## 4. 📍 Asset Locations

Locations are physical places where assets are stored or used.

### Add a Location

1. Go to **Asset Locations** tab
2. Click **New Asset Location**
3. Enter **Location** (e.g., "Warehouse A", "Office Floor 2", "Remote")
4. Click **Save**

### Use Cases

* Track where assets are stored
* Use in transfers (from/to location)
* Filter assets by location
* Support multi-site organizations

***

## 5. 🏷️ Custom Fields

Add custom fields to capture data specific to your business.

### Field Types

| Type     | Description                        |
| -------- | ---------------------------------- |
| Text     | Single-line text                   |
| Textarea | Multi-line text                    |
| Number   | Numeric value                      |
| Date     | Date picker                        |
| Select   | Dropdown (options separated by \|) |
| Checkbox | Yes/No                             |
| URL      | Web link                           |

### Add a Custom Field

1. Go to **Custom Fields** tab
2. Click **New Custom Field**
3. Enter **Field Name**
4. Select **Field Type**
5. For Select: add options like `Option1|Option2|Option3`
6. Optionally: **Applies to Groups** — leave empty for all, or select specific groups
7. **Required** — Check if the field must be filled
8. **Show on Table** — Check to display in asset list
9. Click **Save**

***

## 6. 🔗 Webhooks

Configure webhooks to send asset events to external systems (Zapier, Make, custom APIs).

### Add a Webhook

1. Go to **Webhooks** tab
2. Click **New Webhook**
3. Enter **Webhook Name** (e.g., "Sync to Inventory System")
4. Enter **Webhook URL** (your endpoint)
5. Select **Events** to subscribe to (or select all)
6. Optionally set **Secret Key** for HMAC signature verification
7. Click **Save**
8. Use **Test Webhook** to verify it works

### Available Events

* `asset.created`, `asset.updated`, `asset.deleted`
* `asset.allocated`, `asset.revoked`
* `asset.checked_out`, `asset.checked_in`
* `asset.reserved`, `asset.reservation_approved`, `asset.reservation_rejected`
* `asset.maintenance_scheduled`, `asset.maintenance_completed`
* `asset.transferred`, `asset.lost`, `asset.broken`, `asset.warranty`, `asset.liquidated`
* `alert.warranty_expiring`, `alert.maintenance_due`, `alert.checkout_overdue`, `alert.low_stock`

***

## 7. 🔔 Notifications

Configure when and how you receive alerts.

### Notification Types

| Type                 | Default            | Description                    |
| -------------------- | ------------------ | ------------------------------ |
| Warranty Expiry      | 30 days before     | Asset warranty ending soon     |
| Insurance Expiry     | 30 days before     | Insurance policy ending        |
| Maintenance Due      | 7 days before      | Scheduled maintenance upcoming |
| Checkout Overdue     | 1 day after        | Checked-out asset not returned |
| Reservation Reminder | 1 day before       | Upcoming reservation           |
| Low Stock            | When threshold met | Asset quantity below minimum   |
| Asset End of Life    | 30 days before     | Expected end-of-life date      |

### Configure Notifications

1. Go to **Notifications** tab
2. For each type: enable/disable, set **Days Before**, choose **Recipients**
3. If no recipients selected, admins receive notifications
4. Click **Save**

### ⚠️ Cron Job Required

Notifications are sent via Perfex CRM's cron job. Ensure your cron is set up:

```
* * * * * php /path/to/perfex/index.php cron/index
```

***

## 📋 Best Practices

* ✅ **Set up groups, units, and locations first** before creating assets
* ✅ **Use consistent naming** across your organization
* ✅ **Create custom fields** for data you need in reports
* ✅ **Test webhooks** before going live
* ✅ **Configure notifications** so nothing falls through the cracks