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For large customers with several workshops, there is often a need to specify the assets (equipment, tools and locations) that each workshop has access to. This feature allows you to specify the assets associated with each workshop.
When creating a work order, only the workshops in which the asset is configured and the workshops that are not configured are shown.
Create asset groups
To create an asset group, follow these steps:
Go to Settings | Assets | Asset Group;
In the list of asset groups, click on Create;
On the creation screen, fill in the asset group details:
Asset Group (required);
Description (required);
Locations and Equipment/Tools sections: in the first column, select the records you want to associate with the asset group. To find a record, use the search and, to view only the records already chosen, use the Selected only option;
Remarks;
Click on:
Save and New, to save the asset group and start a new record;
Save, in the arrow next to the Save and New button, to save only the asset group.
Associate asset groups with workshops
After creating the asset group, you can associate it with a workshop. To do so, follow these steps:
Go to Workshops and Employees | Workshops;
Select a workshop and click on Edit;
Click on the + icon, next to the General tab, and select the Asset Restrictions option;
In Asset Restrictions, associate the desired asset group;
Click on Save.