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assets:overview

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This section provides details on Asset management within FIRE Spark.

Asset Category / Subcategory management

All FIRE Spark assets can only be associated to a single sub-category; they can not be directly associated to an asset category. And when creating an asset it is a requirement that the asset is associated to a sub-category. This is so the asset is available for selection within tickets, work orders, or other pulldowns in FIRE Spark.

The asset sub-category must in turn only be associated to a single asset category.

Therefore FIRE does not allow for the “nesting” of categories in to multiple levels. There are only two levels available - a category and sub-category.

When creating or administering the category / sub-category setup in FIRE Spark, the following rules are important:

  1. The category must be created first
    1. During setup of a category, the “Parent Category” should be set to “is parent”
  2. The sub-category is set up second
    1. During setup of a sub-category, the appropriate category should be selected as the “Parent Company”
    2. multiple sub-categories can be associate to a single category; i.e., use the same “Parent Company” selection

The page in FIRE Spark which allows for the administration of category and sub-categories is under the

  • Equipment → Assets & Inventory menu
    • Admin tab on the top right of the screen
      • Asset tab on the top left of the screen
        • Asset categories tab

Asset category / sub-category administration page in FIRE Spark

Asset creation

Pricebook association

Assets can be associated to pricebook charges for a number of reasons:

  • Makes it easier to select assets by selecting them on the charges tab of a ticket
  • Ties the revenue of a charge directly to an asset; allowing for revenue per asset reports

There are two ways that an asset can be associated to a pricebook charge in FIRE Spark

  1. Associating the individual asset to a charge
  2. Associating an asset sub-category to a charge; thereby associating all assets in that sub-category to the charge

The

assets/overview.1733897348.txt.gz · Last modified: 2024/12/10 23:09 by claero