How to create and import assets on the Back Office Dashboard?

The Asset Management module in the GuardsPro Back Office Dashboard allows admins to efficiently track, manage, and monitor company assets from a centralized interface.

It provides detailed visibility into asset assignments, locations, status, and usage history, while allowing assets to be linked to specific guards or post sites. All records are securely maintained for operational reference, audits, and reporting — ensuring better control and accountability across your organization.

📌 Prerequisites

• Only super admin, admins, or authorized users can create or import assets.

• Asset creation/import is accessible only if the Asset Management module is active in your company subscription.

• Ensure categories are already created to classify assets properly.

• For bulk import, vendor and asset details must be entered in the provided template with all required fields completed.

✅ This guide will walk you through the steps to create and import assets on the Back Office Dashboard:

🔐 Step 1: Log In & Navigate  

• Log in to your Back Office Dashboard.

• At the bottom of the main menu, select Asset Management → Assets.

• On the following screen, click the New Asset (+) button to create a new asset.

📋 Step 2: Enter Asset Details  

On the next screen, enter the required details:

Note: Fields marked with an asterisk (*) are mandatory, while all other fields are optional.

1. Asset Name* – Enter a clear and identifiable name (e.g., Handheld Radio – Unit 01).

2. Asset Tag ID* – Provide a unique identification number or tag.

3. Description – Add details such as condition, model, or usage.

4. Category* – Select the appropriate category (e.g., Electronics, Vehicles, Equipment).

5. Purchase Order No – Enter the purchase order number.

6. Unit Price – Specify purchase price for tracking.

7. Warranty Expired Date – Select warranty expiration date.

8. Vendor – Choose vendor or supplier.

9. Purchase Date – Select purchase date.

10. Entry Type* – Select how the asset is added/tracked.

11. Asset Images – Upload images for identification.

Click Submit to create the asset.

📂 Step 3: Import Assets in Bulk  

You can import multiple assets at once using a CSV file:

• Click the three‑dot (⋮) menu next to the Filter button.

• Select Import Assets option.

Once the assets are successfully imported, they will automatically appear in the Asset List, where you can view, filter, and manage them further.

⚠️ Important Guidelines

• Ensure all required fields are filled correctly.

• Invalid or unsupported values may cause the import to fail.

• Follow the template structure strictly to avoid errors.

🎯 That’s it! Once your assets are added (individually or in bulk), you can efficiently manage, assign, track, and monitor them within GuardsPro.

For further assistance, feel free to contact the GuardsPro Support Team anytime.

For a quick walkthrough, please watch our tutorial video on YouTube.