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You can allocate Fixed Assets in bulk to a Single User, Multiple Users, Tenant, Location, and Customer.

To allocate Assets in bulk:

Select Asset > User > Manage Asset > Asset Inventory.
On the ASSET INVENTORY page, under the SELECT THE ASSET TYPE section, click FIXED.
On the FIXED ASSET page, the FILTERS pop-up page is displayed. Select the value of Status as In Store and select the other required filter criteria. Click SUBMIT. For more information about fields on the FILTERS pop-up page, see Searching Assets.
The list of Assets based filter criteria is displayed. Click the Asset ID to view the Asset details. For more information, see Viewing Asset Details.
Select the check box corresponding to the Assets you want to allocate. On the ACTIONS panel, click BULK ALLOCATE.

Figure: FIXED ASSET page
On the BULK ALLOCATE FIXED ASSET page, fill in the required details. For information about the fields under the BULK ALLOCATE FIXED ASSET page, see Field Description.

Figure: BULK ALLOCATE FIXED ASSET page
Click SUBMIT. The allocation details of the Assets are saved.

Field Description

The following table describes the fields of the BULK ALLOCATE FIXED ASSET page:

Field	Description
Asset Summary
Tenant	Displays the Tenant of the selected Assets.
Category	Displays the Category of the selected Assets.
ALLOCATION DETAILS
Allocate To	Allows you to allocate Assets using the following options: Single User: Select this option to allocate the Assets to a single user. For example: an Employee. Multiple User: Select this option to allocate Assets to multiple users. Tenant: Select this option to allocate the Assets to a Tenant. For example: Different types of Servers, Printers, and so on. Location: Select this option to allocate the Assets to a location. For example: Different types of Servers, Printers,and so on. Customer: Select this option to allocate the Assets to a customer. Note: If you want to disable an option among the drop-down values listed above, contact the System Administrator.
Customer	Lists all the configured Customers. Select the Customer from the list to whom you want to allocate the Assets. Note: In the Allocate To field, if you select Customer, then it is mandatory to select the Customer in this field. Otherwise, this is an optional field.
User	Type in the name of the Users whom you want to allocate Assets. As you type in the name of the User, the matching names from the database are displayed in the list. Select an appropriate name from the list. To search for a User, click the Search icon. For more information about searching for users, see Searching Users.
Project	Lists all the configured Projects. Select the Project to which you want to allocate the Assets.
Floor	Click the Search icon to select the Floor. The LOCATION pop-up page is displayed. On the LOCATION pop-up page, you can use the Expand icon to view the stores and floors in the location tree. Select the Floor on which you want to allocate the Assets.
Cubicle	Type in the Cubicle number of the user.
Allocation Type	Select the type of allocation for the Assets. There are two types of Asset allocations: Permanent: Select this option if the Asset allocation is a permanent allocation. Temporary: Select this option if the Asset allocation is a temporary allocation.
Allocation Date	Click the Calendar icon to select the allocation date of the Assets.
Return Date	Click the Calendar icon to select the return date of the Assets.
User Confirmation	Attach the user confirmation file.
Purpose	Lists the Purpose of allocation. Select the Purpose for allocation from the list.
Remarks	Type in the comments or notes about the Assets, if any.
<ASSET CATEGORY> DETAILS	The section title is displayed based on the Category you select while allocating the Assets. The fields are displayed based on the fields and attributes configured on the FORM BUILDER page (See Configuring Asset Category Using Form Builder). Fill in the required fields.

References

To update Asset details, see Updating Asset Details.
To allocate Assets, see Allocating Assets.
To send Assets for repair, see Sending Assets to Repair.
To move Assets from one Store to another, see Moving Assets From One Store to Another.
To print bar code of Assets, see Printing Barcode.
To de-activate Assets, see De-Activating Assets.

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