AssetBase User Guide
DocsAB-010
The Asset Register
Asset records, categories, value & depreciation, search, import/export, and tagging
The register is the authoritative list of every physical asset your organization owns. Each row is one unit — a forklift, a crane, a server, a laptop — with its identity, condition, location, and (optionally) its financial value.
Under the hood: the register reuses Ambivo's installed_base entity. An owned asset is an installed-base record with Type = Equipment and Direction = Purchased. This means your assets flow naturally into Ambivo reporting and share one schema across products.
What Each Asset Record Holds
| Group | Fields |
|---|---|
| Identity | Name, RFID EPC, serial number, model number, manufacturer, asset category |
| Custody & place | Owner/custodian, department, site, install location |
| Condition | Status (active, in-repair, in-transit, retired, disposed) and maintenance state (operational, needs service, under repair, out of service) |
| Shelf life | Installed date, warranty start/end, expected end-of-life |
| Provenance | Source purchase order, vendor, last-seen time and location |
| Value (optional) | Purchase cost, salvage value, depreciation rate & method, useful life, in-service date, commission date — all in your organization's currency |
Asset Category
Asset category is an optional tag on each asset (e.g. crane, forklift, it_server, generator). It's a simple text field you can group and filter by — you don't have to fill it in. (It can later be promoted to a managed list with per-category defaults if you need controlled vocabulary.)
Asset Value & Depreciation
The value fields are optional and let you track purchase cost, salvage value, and a depreciation schedule (straight-line or declining-balance) per asset. Amounts are in the asset's currency; book value is calculated, not stored. Use these when you need finance/compliance reporting on asset value.
Finding Assets
- Search — type a name, RFID EPC, serial, model, or manufacturer to filter instantly.
- Filter by condition — narrow to operational, under-repair, or needs-service.
- Tags — apply free-form tags to group assets across categories (e.g. "leased", "critical", "zone-A") and filter by them.
- Click any row to open its full detail.
Adding & Editing Assets
- Add one — create a record and fill in identity, location, and (optionally) value fields.
- Bulk import — upload a spreadsheet (CSV/Excel) to onboard many assets at once. Columns map to the fields above; RFID EPC and serial are matched to avoid duplicates.
- Export — download the register (filtered or full) as CSV/Excel for reporting or backup.
Tagging tip: commission the physical RFID tag when you add the asset — print/encode a tag and set its EPC on the record. See AB-020.