Assets are reusable item templates that can be applied whenever a specific type of item is created.

This is particularly useful for users who work with a predefined inventory of items that are used repeatedly in different circumstances. By creating Assets in advance, users can quickly apply existing item information during item creation instead of manually entering the same details each time.

Assets are created and stored in their dedicated section in eLogii.

Creating Assets

Assets can be created manually, imported via CSV, or added through API import.

Manual Asset Creation

To manually create an asset, click the +Add button. After clicking it, you will be able to create an asset and define the following information:

External ID - The external ID related to the asset. This is usually an ID kept in an external system.
Reference - The reference code for the asset. Usually stored in an external system.
Description - What the asset is - its name, contents, etc.
Code - Code used for barcode scanning.
Value - How much the asset is worth. This value is used in cost calculation.
Quantity -How many units are contained within the item.
Size - If you know the asset's total size, you can specify its total weight. The specified weight applies to the entire quantity rather than to each item. For example, if the quantity is set to 2 and the size is set to 6 kg, the two units within the asset weigh 6 kg in total.
Unit Size -This option is used when the size of each unit is known, but the quantity may vary. The system automatically calculates the total item size based on the specified unit size and quantity. For example, if the unit size is set to 2 kg, a quantity of 3 results in a total size of 6 kg, while a quantity of 4 results in a total size of 8 kg.
Tags - Define tags that will apply to the asset.
Custom Data -Define custom data fields for each asset to capture additional item-specific information. Currently, these fields must be added in JSON format and must first be defined at the Item level before they can be used for assets. After defining the custom data fields, use the exact field names specified at the Item level in the JSON expression and assign the appropriate values. Use the template below, replacing Field 1 with the corresponding custom data field name configured on your account.
```
{   "Field 1": "Sample 1",   "Field 2": "Sample 2" }
```

Asset CSV import

Assets can be imported via CSV.

To perform a CSV import, navigate to Assets ⇒ Import.

Once in the Import section, click the file import button to attach your CSV/XLS file, or drag and drop it onto the designated field.

Feel free to download the CSV template example and populate the fields accordingly.

The following fields can be populated:

reference, externalId, description, code, tags, quantity, size.Your Set Unit, unitSize.Your Set Unit.

If you've mapped out your fields beforehand, make sure to select the right mapping.

Press Next step to proceed to the configuration section.

In the configuration section, users can choose between the following import actions:

Actions to take in case the data you want to import already exists in the system:

Always create new - The existing data will not be overridden with the newly uploaded data.
Block import and show a list of existing
Update existing - Selecting this option will allow users to update existing assets based on the matching inputs in the following fields (asset UID - generated by eLogii during asset creation, Reference - User-generated values, or External ID - User-generated values). Specific fields can be updated, and they include tags, customData, dimensions, etc.
Ignore existing and only create new - Existing assets (determined based on matching values in the UID, Reference, or External ID fields) will not be imported, and only new ones (assets whose ID fields do not match any of the existing) will be imported.

Tags can also be added for the assets you want to import during this step.

After the data has passed all the checks, click Import to add the assets.

Exporting Assets

To export assets, click the export button and select the fields you would like to export.

Users may also create a preset by checking the boxes next to the desired Task properties you would like to export and selecting the create preset option from the dropdown menu.

Filter presets can be edited and deleted if needed.

Filtering Assets

Assets can be filtered based on the following criteria:

UID
Reference
External ID
Description
Code
Tags

Practical Application of Assets

Assets are mainly used when items need to be added retroactively during operations, and they allow on-field workers to add items to their Tasks from an existing inventory quickly. To do this, the options to Allow drivers to add items to tasks and Allow to add items based on assets. Both of these options can be found in Configuration ⇒ Driver app.

After enabling these options, Driver app users will be able to see the Add Item button in the app.

Tapping Add Item takes the user to the item creation section, where they can select one of the available assets and add it to the Task as an item.

Selecting an asset will populate the fields with pre-added data. The information can be edited and adjusted within this section if needed.

Assets can also be used and applied during Task creation in eLogii. In the Items section, users can select the asset they wish to add to the Task.