Assets

Assets are resources (both tangible and intangible) that an organization manages to generate profit or fulfill its functional tasks (if the organization is non-commercial). The condition, structure, and volume of assets can indicate the market value of a company. The collection of assets is referred to as the property of the organization, through which it can generate income.

Tangible assets are any objects with a physical form (buildings, transport, equipment, tools, office equipment).

In the Unio24 system, an asset is the core around which all processes are built.

Asset Management

To view all assets, go to the “All Assets” section in the main menu (1).

Adding a New Asset to the System

To add a new asset to the system, go to the “All Assets” section in the menu and click the “Add New Asset” button. A form will open.

The asset form is dynamically generated and consists of standard fields:

Asset type
Name
Inventory number
Notes

Other fields are generated depending on the selected asset type and the fields configured for that asset type.

Example of an empty form

Example of an asset form with the selected asset type - Monitors Form with asset type

:::tip Please note After saving the asset, it will be listed at the default storage location. :::

:::warning Please note If the vendor you need is not in the dropdown list, just enter the name, and the system will automatically create it when saving the asset card. :::

:::warning Please note To avoid scrolling through the entire list of vendors, just start typing the vendor’s name, and the system will display a list of relevant names. :::

:::warning Please note If you are receiving assets of the same model, just start typing the model name, and the system will suggest a list of relevant model names that were previously entered into the system. :::

Editing an Asset

You can edit an asset by clicking the edit button (pencil), after which a form will open with fields corresponding to the selected asset type. You can make the necessary changes and save it.

After editing the asset form, the system saves the entire history of changes.

Asset Change History

The system saves the complete history of changes to the asset fields. To view who, when, and what changes were made to the asset card, click the “Change History” button on the asset card.