Re-evaluating an Asset
- Note: Before starting, make sure to activate the Accounting App in your account.
- Click on “Accounting” from the main menu.
- Click on “Assets”.
- Click on the asset you want to re-evaluate.
- Click on the button “Re-evaluate”.
Revaluation Steps
- From the asset view screen, click Revaluate.
- Modify the new quantity value.
If Quantity Increases (e.g., from 5 to 8):
- Click (+ Add) to add the missing units — you can add up to the difference between the new and current quantity (3 units in this example).
For each new unit, enter:
- Serial Number — optional, but either Serial Number or Barcode must be provided.
- Barcode — optional, can be generated or entered manually.
- Custody Type — required.
- Assign To — required if Employee or Storage is selected.
- Physical Location — optional.
- Status — assigned automatically.
If Quantity Decreases (e.g., from 5 to 2):
- Delete the extra units until the number of rows matches the new quantity.
A unit can only be deleted if its status is:
- In Storage
- Not Linked
Units with the following statuses cannot be deleted:
- Assigned
- Under Maintenance
- Sold
- Consumed
- Click Save to apply the changes.
Notes
- Existing rows remain editable for Serial Number, Barcode, and assignment during revaluation.
- The number of unit rows cannot exceed the newly entered quantity.
- Serial Number and Barcode must remain unique.
- Each unit’s status is automatically calculated based on its assignment data.