Add Item Assets

When an inventory shipment is received, you can add the assets to the Inventory record in Aegis CRM. To add assets locate and open the Inventory record, click Add Assets, and then follow these steps:

1. Enter the amount received in the shipment.
2. Enter the Unit Cost of each item.
   1. If a purchase order has been recorded for the item, the unit cost automatically displays in the field.
3. Select the Supplier of the item. If a supplier is not available from the list, click New Vendor to add the supplier.
   1. If a purchase order has been recorded for the item, the supplier automatically displays in the field.
4. Enter the number of Cartons Received in the shipment.
5. Select the Purchase Order associated with the shipment.
   1. If a purchase order has been recorded for the item, the number automatically displays in the field.
6. Enter any Notes about the shipment.
7. Mark the Adjust PO to Match checkbox if there are differences between the assets received and the purchase order.
8. Click Save.

The information entered displays in the Summary of Current Assets section on the General tab of the Inventory record.