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Assets, Demos & Loaners



  • Where are the assets? With who? Location and custody tracking of company assets is a fundamental safeguard that cannot be compromised
  • Significant value in the balance sheet with continuing additions every year
  • Revenue generating assets need to be available in the right place at the right time in the right condition
  • Risk of misuse, damage, misappropriation and loss
  • Frequent movement and change in custody warrants dynamic controls to track and reconcile
  • Upkeep, service needs, quality considerations and periodic inspections
  • No confusion and no disputes on accountability for custody of assets at any point in time



  • Build category hierarchy
  • Define states in context of your business and type of assets
  • Upload the first list of existing assets - set protocols to update additions, deletions and changes
  • Capitalize assets from stock - specially for demos and loaners
  • Flagging and retiring assets
  • Leverage groupings and kits to make it easier to manage when items are identified, moved and/or stored in sets



  • Define user allocation rules by asset category - who can request for what, central allocation vs by-request, active for allocation by-state
  • Perform tagging of customers - ability for sales staff and asset controllers to tag customers to allocations
  • Define allocation authorization rules
  • Management of allocations at the unit level so that different types of assets can be managed by separate teams
  • Selection of user for an allocation is optional



  • Define 3rd party allocation rules by asset category
  • Ability for channel partners to view allocations made to them
  • Ability for channel partners to confirm allocations made to them
  • Deeper multilevel allocation tracking - ability for channel partners to tag their customers on active allocations made to them
  • View audit trail of which customers have been tagged to an allocation
  • Capture comments for allocations



  • Allocation: requests and response by assets controller
  • Scheduling: calendar view of booking of assets
  • Ability for sales staff request allocations for a future date
  • Ability for asset controller to add allocations for a future date
  • Ability for asset controller to view allocation requests scheduled for the future
  • Ability for asset controller to action scheduled allocation requests
  • Transfer-In: moved from A to B - Printable document for asset movement from one account location to another
  • Custody: clearly defined accountability on a shared set of common records
  • Transfer-Out: moved from B to C - users can initiate return for an asset in their custody



  • Asset lists by category with current state, custody, location etc.
  • Alerts for upcoming activity - new allocations, starting and ending of custody, scheduling etc.
  • Allocation history - use to measure productivity etc.
  • Audit history for movement of assets from one account location to another