1. Navigate to “Asset Products” #

1. Log in to your back-office.
2. In the purple sidebar, click Customers.
3. Select Asset Products.
4. You’ll see an All Customer Groups-style table titled Asset Products plus a purple + Add button (top-right).

2. What Are Asset Products? #

• Items loaned, rented, or consigned to customers (kegs, crates, demo devices, etc.).
• Tracked separately from sales inventory for returns and accountability.

3. Add an Asset Product #

1. Click the purple + Add button.
2. In the pop-up, complete:
   • Product Name – descriptive (e.g., “Coffee Machine Loan”).
   • SKU – unique code or serial.
3. Click Save. The asset appears in the list.

4. Delete an Asset Product #

1. Locate the row in the table.
2. Click the red Delete button under Action.
3. Confirm the prompt. (Deletion is blocked if asset is linked to transactions.)

5. Table Tools & Shortcuts #

• Search: Use the box (top-right) to filter by name or SKU.
• Show Entries: Change page size via the dropdown.
• Export & Print: Buttons provide CSV, Excel, PDF, and Print options.
• Column Visibility: Hide/show columns as needed.
• Sort: Click headers (Product Name, SKU) to sort ascending/descending.

6. Troubleshooting #

7. Best Practices #

• Prefix asset SKUs (e.g., A-3531) to separate from stock items.
• Review the asset list monthly to ensure returns are processed.
• Export the list for insurance audits or depreciation schedules.

8. Done! 🎉 #

You can now add, delete, export, and manage Asset Products, ensuring loaned items remain traceable. Happy tracking!