Assets (Safekeep)
Track every company asset endorsed to your people — laptops, phones, monitors, vehicles, access cards and IDs — through its whole lifecycle: register → endorse → audit → maintain → depreciate → retire.
The Assets module is a Snipe-IT-class IT Asset Management (ITAM) system built
directly into ERPat — no separate tool, no sync jobs. It lives in the sidebar under the
Safekeep group (all screens sit behind the ams/… URL prefix) and gives you
a full asset registry with typed Status Labels, a model/category/location catalog,
JSON-backed Custom Fields, a checkout → acknowledge → return endorsement lifecycle,
audits on a cadence, maintenance logs, straight-line depreciation in ₱, Snipe-IT-compatible
CSV/XLSX import, QR label printing, and four built-in reports. Every action an asset goes
through is appended to its immutable Activity log — the chain of custody is the
product's spine.
The module at a glance
The asset registry at
ams/assets is home base: add and edit assets, then
check them out ("endorse") to staff users. The assignee
confirms receipt, can request a return, and IT checks the asset back in —
with audits and maintenance logged
along the way. Every step lands in the asset's Activity timeline.
Models and Locations live as tabs on the Assets page; Categories has its own Safekeep menu entry carrying the Groups and Status Labels (with the four deploy types) tabs; Custom Fields & Fieldsets (Fieldsets is a tab inside Custom Fields) and Depreciations have their own Safekeep menu entries too. Manufacturers and suppliers reuse ERPat's shared Brands and Vendors masters.
Four Asset Reports — Maintenance log, Audit due, Depreciation schedule, and Activity log — plus two dashboard widgets, a topbar icon, and four scheduled jobs that compute book values monthly and remind people about return-due, warranty-expiry, and audit-due assets.
Explore the guide
Enable the module, run migrations, assign permissions, meet the seeded data.
The data model, the endorsement lifecycle, and where to see what.
Every term and every status vocabulary, with badges.
The Browse tab: columns, filters, toolbar, row actions, and the tab strip.
Every field in the add/edit/clone modal, model defaults, custom fields.
Endorse to a user, confirm receipt, request return, check back in.
Record audits, schedule the next one, and chase the audit-due list.
Log repairs, upgrades, and calibrations with ₱ costs and warranty flags.
Snipe-IT CSV/XLSX import, exports, and QR label PDFs.
The four deploy types, the seven seeded labels, and the checkout gate.
Maintenance log, Audit due, Depreciation schedule, Activity log.
Dashboard widgets, the topbar icon, cron jobs, and settings keys.
End-to-end procedures with roles and exact click paths.
The full Safekeep RBAC table plus suggested role presets.
Common problems, with the exact error messages you'll see.
The 60-second mental model
You register an asset (manually or by CSV/XLSX import), then endorse it — ERPat's word for checking it out — to a staff user with an optional due date. The assignee clicks "Confirm receipt" to acknowledge custody; while the asset is in use, IT audits it on a cadence and logs any maintenance, and the assignee can click "Request return" when they're done. Checking in records the return date and condition and clears the assignment; retiring is simply moving the asset to an Archived-type status label (check it in first — changing an asset's status never checks it in automatically). The endorsement status walks Assigned → Acknowledged → Return requested → Returned, and every one of these steps writes one row to the asset's Activity log — your chain of custody.
What ships out of the box
A fresh install seeds seven ready-made status labels (from Ready to Deploy — the default — through Broken and Archived), ships the four Asset Reports, schedules four cron jobs (monthly depreciation compute plus return-due, warranty-expiry, and audit-due reminders), and offers two dashboard widgets: "Assets assigned to me" and "Assets needing attention".
asset_checkout permission (on top of the base
asset permit that unlocks the Safekeep menu). See
Status Labels and
Permissions & Roles.