The location, cost centre, vendor, custodian, and service provider cards are created in the Card File Entry window. When you create a card you can enter locations and the cost centre's address information to track your assets. You can assign identifiers to cards and code your card files into logical groups.

CARD FILE ENTRY TOPICS

• To create a card, below
• To edit information in a card, see below
• To delete a card, see below

To create a card

1 Go to the Card File command centre and click Cards. The View Card File window appears.
2 Click New. The Card File Entry window appears. 
 

3 Select the Card Type from the drop-down list.

4 If you selected Vendor, Custodian or Service Provide, specify whether the card is for a company or an individual by selecting the relevant option. Type in the name of the company or individual, and press TAB. The card file is kept in alphabetical order by company name for companies and by last name for individuals.

5 Depending on the card type you selected previously, enter the details in the following field. For example, if you choose Vendor, enter the appropriate details in the Vendor field.

6 Enter the address in the Street Address field. If the postal address is the same as the street address, complete the Street Address field and leave the Postal Address field blank.

7 Complete the rest of the contact details as appropriate.

8 Enter any Identifiers into which you want to sub-group your cards. 

There are 26 one-letter identifiers, from A to Z. You can assign any meaning to an identifier. For example, all of those computer related assets (hard drive, monitor, scanners) could be 'C'.
AssetManager Pro allows you to select and report by identifier.

Click the zoom arrow to enter identifier descriptions. For information on identifiers see 'Creating card identifiers' on page 109. The descriptions do not affect AssetManager Pro's records – they are for your information only. You can assign more than one identifier to a card.

9 If there's a particular person with whom you correspond, enter the name as the contact, for vendors, custodians and service providers.

10 In the Notes field enter any additional information concerning this card. 

To edit information in a card

1 Go to the Card File command centre and click Cards. The View Card File window appears.
2 Highlight the card you wish to change and click Edit or click the zoom arrow  on the left.
3 Make any required changes and click OK. 

To delete a card

You are not able to delete a card if that card is assigned to at least one asset.
1 Go to the Card File command centre and click Cards. The View Card File window appears.

2 Highlight the card or appropriate line you want to delete or click the zoom arrow  on the left.

3 Click Delete.