When using Accelerate to manage Asset Finance deals its important to configure your Asset Management Settings, so you are able to specify the types of Assets you are dealing with.
To access these, head into Settings, and select Asset Management Settings:
From here you can configure your Asset Classes, Categories, Types, manufacturers and supplier types.
Expand for section descriptions
Expand for section descriptions
Section | Description |
Asset Class | A high level group to distinguish between assets, generally we would recommend using ‘Hard Asset’ and ‘Soft Asset’ or similar here |
Asset Categories | Categories can be used to define particular groups of assets in each Class, for example ‘Motor Vehicles’ or ‘Computer Software’ |
Asset Type | Types are the specific assets you are dealing with, such as ‘HGV’ ‘Ferry’ or ‘Motorbikes’ |
Asset Manufacturers | Categories to add companies that make the assets. |
Supplier Types | For including supplier types. |
Within this area, you are also able to configure Asset Manufacturers and Supplier Types.
When adding an Asset to a Quote you will now be able to define the type of Asset you are quoting on, and then add further additional information such as Descriptions, Serial Numbers and Registration Numbers.