Creating Assets

Creating Assets by Exporting Inventory from SyncOnSet

Users with permissions to both SyncOnSet for a production and AssetHub for the same project can use this feature. Warning: Your accounting team may have already uploaded a financial ledger of assets.…

Jennifer Sneider
Updated by Jennifer Sneider

Creating Assets Manually

This article walks you through manually creating Assets without a Transaction from a financial ledger. All Asset Hub users can access this feature. Warning: Your accounting team may have uploaded a f…

Jennifer Sneider
Updated by Jennifer Sneider

Creating Assets with Asset Import

Creating Assets with Asset Import. If you have a lot of Assets to add to a Series, Feature, or Division and do not want to create them manually, you can upload a spreadsheet and import them in bulk.…

Jennifer Sneider
Updated by Jennifer Sneider

Reconciling Single Transactions as Assets

All AssetHub users can access this feature. Warning: Your accounting team may have already uploaded a financial ledger of assets. Please contact your Account Manager at (310) 451-1792 prior to reconc…

Jennifer Sneider
Updated by Jennifer Sneider

Reconciling Journal Entries

All AssetHub users can access this feature. While reconciling Transactions from a financial ledger, you may come across multiple Transactions for the same recoverable Asset. These Transactions may ha…

Jennifer Sneider
Updated by Jennifer Sneider

Handling Returns

Studio Managers, Series/Feature Owners, and Department Users can access this feature. While using Asset Hub, you may occasionally see Transactions of the same name and amount, with one Transaction as…

Jennifer Sneider
Updated by Jennifer Sneider

Bulk Reconciling Transactions

All users can access this feature. Bulk Reconciling Transactions to SOS Inventory. Note: This links multiple Transactions to existing Assets. All selected Transactions will be linked to all selected…

Jennifer Sneider
Updated by Jennifer Sneider

Bulk Updating

All users can access this feature. Update multiple items at once by selecting Assets or Transactions and using the different Bulk Buttons on the Transaction and Asset Indexes. Note: The Bulk Buttons…

Jennifer Sneider
Updated by Jennifer Sneider

Excluding Transactions

All users can access this feature. Note: Excluding should only be done in the event of an error with the Transaction when it was imported from a financial ledger, such as a non-Asset. Returned items…

Jennifer Sneider
Updated by Jennifer Sneider

Splitting Transactions

All users can access this feature. You can split a Transaction into multiple copies if the Transaction encompasses multiple Assets. Splitting Transactions into Multiple Assets. While logged in to you…

Jennifer Sneider
Updated by Jennifer Sneider

Splitting/Duplicating Assets

All users can access this feature. Splitting or Duplicating an Asset into Multiple Assets . While logged in to a Series/Feature, click Assets on the top navigation bar. Click the Asset you would like…

Jennifer Sneider
Updated by Jennifer Sneider

Merging Assets

All users can access this feature. The Merge Assets feature takes up to five Assets and merges their information, photos, attachments, and financial data into one unified record. To merge Assets, eac…

Jennifer Sneider
Updated by Jennifer Sneider

Adding Photos to an Asset

All users with Edit Asset permission can access this feature. Note: Photos must be in JPG, JPEG, or PNG format and must be under 20 MB.. Adding Photos on the Asset Index. Adding Photos to a Single As…

Jennifer Sneider
Updated by Jennifer Sneider

Uploading Documents to an Asset

Studio Managers, Series/Feature Owners, and Department Users can access this feature. You may have an Asset that has a document associated with it, such as a shipping form, carnet, or tax document. Y…

Jennifer Sneider
Updated by Jennifer Sneider

Choosing the Correct Disposition

Studio Managers, Series/Feature Owners, and Department Users can access this feature. Selecting the correct Disposition for your Assets is vital to the accuracy and longevity of the data generated fr…

Jennifer Sneider
Updated by Jennifer Sneider

Creating Storage Locations and Sub Locations

Studio Managers, Series/Feature Owners, and Department Users can access this feature. Storage Locations provide a convenient way to keep track of a Project’s storage spaces. For example, if your Proj…

Jennifer Sneider
Updated by Jennifer Sneider

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