Assets module (Fixed assets)

The Assets / Fixed Assets module allows you to manage the life cycle of the company’s materials, equipment or any other asset. It centralizes financial information, the amortization plan, as well as associated documents.

1. List of Assets

The main screen displays the complete list of fixed assets associated with the active profile.

• Search: A search bar allows you to quickly filter assets by their reference (ref). A QR Code scanner (qrcode.viewfinder) is also available to search for a physically tagged asset.
• Status display: Each line clearly indicates the asset reference, its name, the purchase amount (excluding tax), and its current status represented by a colored badge.

The possible statuses of an asset are:

• Gray: Draft (0)
• Green: Active / In service (1)
• Orange: Discarded / Discarded (2)

2. Details of an Asset

By selecting an asset from the list, you access its detailed file. This screen is divided into several key sections:

• Financial Information: Displays the purchase amount (excluding tax) of the asset.
• Depreciation Plan: Lists the different amortization periods with their dates (start/end) and the corresponding depreciated amounts.
• Calendar: Brings together important dates such as the Acquisition Date, the Start of Depreciation, the End of Depreciation and, where applicable, the Date of Sale.
• Notes: Displays public and private notes related to the asset.
• Documents: Allows you to consult the files attached to the asset (purchase invoices, guarantees, etc.) and add new ones via the Add document button.

Available actions (Menu ...):

• Refresh: Updates the asset data from the server.
• Dispose of asset: Allows you to record the transfer or disposal of the asset (available only if the asset is not already disposed of).

3. Creating an Asset

A blue floating + button (bottom right of the list) allows you to add a new asset. The form requires the following information:

General Information

• Reference: Unique identifier of the asset (default (PROV)).
• Label: Name or description of the asset.
• Amount excluding tax: Acquisition value excluding taxes.

Dates

• Acquisition date: Date of purchase of the equipment.
• Start of depreciation: Date on which the calculation of depreciation begins.

Note: During creation, the status is initialized to Draft.

4. Dolibarr Rights and Permissions

To interact with the Assets module in the application, the user must have the appropriate permissions configured in Dolibarr:

• Consultation: The asset.read right is required to display the list of assets, consult their details, the depreciation schedule and the documents.
• Creation & Editing: The asset.write right is required to create new assets or perform modification actions (such as assignment).

If these permissions are not granted, access to the module will be restricted or generate errors during creation attempts.