Assets Management in CRM LEAF: Tracking and Accountability

The Assets Module in CRM LEAF helps organizations track, assign, and manage physical assets such as laptops, phones, or other equipment issued to employees. It captures asset details, status, location, and condition—supporting accountability, auditing, and lifecycle management.

How to Add Asset Information

To manually add a new asset:
Go to HRMS > Assets > Add Asset Info.

Fill out the following fields:
Asset Name: Enter the name of the asset (e.g., Laptop, iPhone).
Asset Type: Specify the asset category (e.g., Electronics, Furniture).
Serial Number: Input the unique serial number of the asset.
Value: Enter the purchase or market value of the asset.
Location: Define where the asset is stored or assigned (e.g., Bangalore Office).
Status: Choose from:
Available
Non Functional
Lost
Damaged
Under Maintenance
Asset Picture: (Optional) Upload an image of the asset.
Description: (Optional) Add remarks or usage notes.
Click Save to record the asset in the system.

Assets Table View

Asset Name	Type	Serial Number	Value	Location	Status	Action
Laptop	Electronics	SN123456	₹55,000	Mumbai Office	Available	Edit/Delete
iPhone	Electronics	SN987654	₹75,000	Remote	Damaged	Edit/Delete

Use the table to:
View and manage all registered assets.
Track asset status and location.
Edit or remove outdated entries.

Exporting Asset Records

Asset data can be exported by default to Microsoft Excel for inventory reviews, audits, or reports.
Path:
Go to HRMS > Assets > Export to download the asset list.

Quick Actions – Assets Module

Action	How To
Add Asset Info	Go to Add Asset Info, fill the form, and click Save.
View Assets	Use the table view to browse all assets and filter by status or location.
Edit/Delete Asset	Use the Action column to update or remove asset details.
Export Assets	Go to Assets > Export to download asset records in Excel format.

 

FAQ – Assets Module
Q: Can I upload an image of the asset?
A: Yes, you can upload a picture while adding or editing the asset entry.
Q: What does the status field track?
A: It tracks the asset’s condition (e.g., Available, Damaged, Lost, etc.).
Q: Can I assign assets to specific employees?
A: This may be possible if the system is configured with asset assignment features—contact your HR Admin.
Q: Is the serial number mandatory?
A: Yes, it ensures each asset is uniquely identified.