Assets Management module for Perfex CRM v1.0a

Mahmoud · April 24, 2020

Note: This is a module for Perfex CRM. Not a standalone script.

Brief description

Assets Management Module for Perfex CRM, is a module that provides the ability of managing company’s assets inside Perfex’s dashboard. You will be able to separate your assets based on groups/locations/units and assign them to staff members. Check the next section of this description, for a complete list with functionality actions.

Included functions

Assets Management Module contains the following functionality:

Create an asset (editing/removing it aswell)
Revoke an asset
Add additional assets in existing asset
Assign an asset on a specific staff user
Trasnfer assets between users
Report an asset loss
Report an asset as a broken one
Liquidation record of an asset
Warranty record of an asset
Allocated Assets list
Revoked Assets list
Deprecated Assets list
Ability to separate assets based on unique units, asset groups and asset locations (listing aswell)
Ability to create attachments (publicly accessible, through changeable constant for uploadsdir)

Please give module’s video-preview a quick view, in order to view a sample use-case of the Assets Management module inside Perfex CRM.

Set-up

Included documentation will help you upload and activate the module inside Perfex CRM, if you are not aware on how to do it.