Settings — User Guide
Module: Fixed Equipment
Audience: System administrators, IT asset managers
Version: 1.0.0
Last updated: 2026-07-22
Overview
Settings is where you configure Fixed Equipment master data and module behaviour: depreciation profiles, suppliers, manufacturers, categories, models, status labels, approvals, custom fields, document prefixes, staff permissions, and portal toggles.
Open Fixed Equipment → Settings. Use the left sidebar to switch tabs. Changes on CRUD tabs save immediately via modal forms; Other setting and Prefix settings use a Save button at the bottom of the form.
Locations are managed from Fixed Equipment → Locations, not from Settings (although the same location records are used).
Prerequisites
| Task | Permission |
|---|---|
| Open most settings tabs | Matching Settings → {area} view permission, or view on Assets/Licenses/Accessories/Consumables |
| Approval settings, Prefix, Permission, Other setting | Administrator |
Settings tabs
| Tab | Purpose |
|---|---|
| Depreciations | Depreciation profiles (term in months) linked to models |
| Suppliers | Vendor register for purchases and assets |
| Asset manufacturers | Manufacturer names for models |
| Categories | Item categories by type (asset, license, accessory, etc.) |
| Models | Asset/license templates (manufacturer, category, depreciation, custom fields) |
| Status labels | Deployable / pending / archived labels and chart colours |
| Approval settings | Approval chains for checkout, audit, inventory documents |
| Custom field | Field sets and extra fields on models |
| Prefix settings | Number prefixes for goods receipt, delivery, packing list, serials |
| Permission | Assign Fixed Equipment permissions to staff |
| Other setting | Google Maps API key, customer portal toggles |
Step-by-step: Add a model
- Go to Fixed Equipment → Settings → Models.
- Click Add.
- Complete Model name, Category, Manufacturer, and optional depreciation, cost, and custom field links.
- Click Submit.
Expected result: The model appears in the list and becomes available when creating assets or licenses.
Step-by-step: Configure approval for checkouts
- Go to Settings → Approval settings (admin only).
- Click Add.
- Set Subject, Related = Checkout, approvers, and options (e.g. choose approver when submitting).
- Save.
Expected result: New checkout requests in Requested follow this approval chain.
Step-by-step: Enable the customer portal
- Go to Settings → Other setting (admin only).
- Check Show public page to expose the shop, cart, and orders in the customer portal.
- Optionally check Show Customer Asset to show only the My assets menu (no public shop).
- Click Save.
Expected result: Portal menu items appear for contacts per the selected mode. See Customer portal.
Step-by-step: Set inventory document prefixes
- Go to Settings → Prefix settings (admin only).
- Enter prefixes and next numbers for Inventory receiving, Inventory delivery, and Packing list.
- Configure Serial numbers rules if used.
- Click Save.
Expected result: New documents receive the configured numbering sequence.
Common issues
| Symptom | Likely cause | What to do |
|---|---|---|
| Settings tab missing | No permission for that tab | Ask admin to grant setting or item view permission |
| Portal menu not visible | Flags off in Other setting | Enable Show public page or Show Customer Asset |
| Map not on location detail | Missing Google Maps API key | Set key in Other setting |
| Cannot edit approvals | Admin-only tab | Use an administrator account |
| Category requires acceptance | Require users to confirm acceptance on category | Staff must accept checkouts for items in that category |
Related features
- Depreciations — depreciation ledger (profiles defined in Settings)
- Locations — site register (main menu, not Settings tab)
- Customer portal — portal enabled from Other setting
- Requested — uses approval settings for checkout