Asset Borrow And Rent Integration in Dash SaaS

Introduction

The Asset Borrow & Rent Add-On allows efficient management of asset borrowing and renting processes within an organization. It enables users to track and manage asset usage by creating and maintaining borrow and rent records, linking them to staff members and available assets. The system facilitates the tracking of asset quantities, borrowing dates, purposes, and statuses. It also provides options to manage payments related to asset transactions, including marking payments as completed and handling overdue returns. Detailed reports and visual charts give insights into key metrics like total borrows, revenue, and the most borrowed assets, helping organizations streamline asset management and gain valuable data-driven insights.

How to Install the Add-On?

To Set Up the Asset Borrow & Rent Add-On, you can follow this link: Setup Add-On

How to Use the Asset Borrow & Rent Add-On?

Manage Asset Borrow & Rent

• On the Manage Asset Borrow & Rent page, you can add a new borrow and rent record by clicking the “Create” button at the top right of the page.
• In the Create Asset Borrow & Rent form, start by selecting the Staff User from the dropdown menu (which comes from the user section).
• Select the available Asset from the dropdown menu (which comes from the Asset section). The dropdown displays each asset with its available quantity, helping you see how many units are currently available for borrowing.
• Set the Start Date or end date, and enter the Quantity in the number. Optionally, enter the Purpose.
• The list page displays all asset borrow and rent records in a table with columns for Asset, User, Start Date, End Date, Actual Return Date, Rent Quantity, Status, and Actions. , switch between list view and grid view to change the display format.
• Use the search bar at the top to find specific records. Click the Filters button to access filtering options, where you can select Asset from the dropdown(comes from the Asset), select Staff User from the dropdown(comes from the user section), and select Status from the dropdown (Draft, Pending, Approved, Returned, and Cancelled), then click the Apply button to filter the data or the Clear button to reset all filters.
• In the action column, you can use several options, like view (clicking this option to see the Asset Borrow & Rent details), edit (clicking this option to modify the record details), delete (clicking this option to remove the record permanently), and approve (clicking on this will make the status draft status into approve).
• After approval, the system displays the Payment option. Clicking this opens the payment form, where you can enter the payment amount, select asset show, add the payment date, customer name, and reference number. Optionally, include a description.
• After payment, the system displays the Return option. Clicking this opens a form, where you need to add return note. This option is only visible on the end date dependency.

Asset Borrow & Rent Payments

• All created payment entries are displayed in the Asset Borrow & Rent Payments section, where you can view and manage all payment records related to asset borrowing and renting.
• The payment list page displays all payment records in a table with columns for Asset, Customer Name, Payment Amount, Payment Date, Reference Number, Status, Description, and Actions.
• Use the search bar to find specific payment records. Available actions: you can use mark as paid (clicking on this will make the status draft into paid), delete (clicking this option to remove the record permanently).

Asset Borrow & Rent Report

• On the Asset Borrow & Rent Report page, you will see four summary cards at the top showing key metrics such as Total Borrows, Total Revenue, Active Borrows, and Overdue Returns.
• Below the summary cards on the left side, the Status Distribution section displays a donut chart with a legend showing Returned, Approved, and Draft.
• On the right side, the Payment Status section shows a donut chart with a legend displaying Paid, Pending, and Draft.
• At the bottom left, the Most Borrowed Assets section lists the assets that have been borrowed most frequently.
• On the bottom right, the Top Borrowers section displays the staff users who have borrowed assets most frequently.