Managing your inventory is super easy with LASSO! Below we have outlined how to use your Asset Dashboard, add new gear, and view details for each product.

To get started, click on the Inventory tab at the top of LASSO and select Assets.

You have a bunch of options to help you make the most of your Product and Asset Lists. To start, the search and the filter options allow you to narrow down what items you're viewing.

Filter by Warehouse (for multi-warehouse users), Expense code, or Revenue code.

Each column can be sorted by simply clicking on the column header.

Click the 3 dot menu icon to bring up additional column editing abilities. Toggle between sorting methods, clear sorting entirely, pin columns to the left side of the list, and auto size columns. Columns can be reordered by dragging.

Column selection can also be made here. Select which columns you would like to view, and what order you want them in.

Column adjustments and selection are 'sticky' to each User, so Users can create a list view that suits their needs without impacting the view for team members.

To add a new piece of gear to your inventory, click on "+ New Product" in the top right of your Product or Asset List. To learn more about asset types, check out: Inventory Product Type Definitions.

To view any product in your dashboard, simply click on the name of the product to open up a detail view of it. The first view you'll be brought to is the Finances and Specs.

The Finances and Specs page of your asset is the basic information.

It includes the product name, department and category, product type, product code (not to be confused with serial number), transaction type, and county of origin.

You can also inactivate, duplicate, or delete a product.

Note: products can only be deleted if they are not on ANY gear order.

Duplicating a product: choose Duplicate and pick exactly what carries over — Financials & Specs, Related Items, and Documents each have a toggle. Rename the copy up front, and LASSO creates a new product with just the pieces you chose. Assets and repair tasks are never copied.

Next are product tags, dimensions, and descriptions. Product tags can be added from the Company Inventory Settings, and are completely separate from tags used for Crew profiles.

Different fields exist for setting rental vs sales rates and costs. Set the general ledger codes, maximum discounts, and sales reorder levels.

Finally, there are some product general settings, including the insured value, replacement charge, depreciation method, and total days to rent.

The Schedule tab shows the schedule for the product, across all different orders.

First you'll see the availability for the asset for the current day. If a month has a red box around it, there is a future shortage.

Next will be the total available inventory. This includes any quantity of assets that are in repair, missing, or retired, giving you a number of total rentable assets.

The full schedule for the asset is shown day to day, and lists how many assets would be available on any given day. Reserved gear is allocated to a confirmed order. Quoted gear is not yet reserved or allocated, allowing you to look at possible shortages before they happen.

If any assets have been sub-rented, once received, those will add to the availability count.

Adding Related Items to your assets allows you to build out packages and specific gear sets. Related items includes three types, depending on the product type.

Use the System Builder to create collections of equipment. This allows non-technical staff to still build out gear orders and include needed items.

Products In Container are the components that are stored within the case, such as the data cable, power cable, and clamps for a moving light fixture.

Components in a Package or Container can be reordered by dragging, so pull sheets and pack views list them the way your warehouse works.

The Inventory tab of an asset is where you can add additional assets and view the current status of individual assets and their history.

If you have multiple warehouses, you can choose which location's inventory to view.

Use the history button

to view the overall history of the asset. This history will show when assets were added or disposed. Container events appear in the history timeline as well — when an asset was added to, removed from, or restored to a container, each entry is labeled Added to Container, Restored to Container, or Removed from Container, and the Activity Type filter lets you view just the container events.

To add serialized assets, start by clicking the bar code icon

.

Choose to "Auto generate Asset Serial codes, or input your own. Add multiple assets at the same time by adding rows, or upping the quantity.

If you are auto generated asset serial codes, simply update the quantity and the asset serial codes will be created based on your Company Inventory Settings.

If you are manually entering serial asset codes, use the +Add a Row button

to add additional rows for additional serialized assets

To print bar codes as new serialized assets are added, check the "Print on Add" button to select the printer, barcode template, and the number of barcodes to print per asset.

Add additional rows and the serial codes will update as lines are added, and the printer quantity will also follow through.

Once added, you can view all your individual serialized assets.

The columns for the serialized assets are:

Additional actions you can take with your serialized assets include adding internal notes, view the history of that specific serialized asset, and print new barcodes for them.

Using the 3 dot menu

to access additional actions. Assets can be put into repair, disposed of, deleted entirely, or re-assign

Repair Task: start a repair task, moving an asset out of available inventory, using the icon that looks like a wrench

Dispose Serialized Assets: dispose of assets and remove them from available inventory

Delete Serialized Assets: permanently delete assets using the trash can icon

Re-assign Serialized Assets: Re-assign the asset to another product.

To add Unserialized Assets, start by clicking the plus sign above the unserialized assets

.

Add the total number of unserialized assets to be added, along with purchase price, purchase date, PO number and transaction type. If you have multiple warehouses, you'll need to select a warehouse.

There are several actions that you do to manage your unserialized assets.

Move Unserialized Assets: change the status of unserialized assets using the icon that is two arrows pointing in opposite directions.

Pack Locations: view which pull/return sheet assets are currently on, using the icon that looks like a spreadsheet

Print Unserialized Items: print barcodes for unserialized assets, using the printer icon

Add Repair Task: start a repair task, moving an asset out of available inventory, using the icon that looks like a wrench

Dispose Unserialized Inventory: dispose of assets and remove them from available inventory, using the icon that looks like a box

Delete Unserialized Assets: permanently delete assets using the trash can icon

Track repairs and add details to repair tickets. Once an item is in repair, it will only become available once the task is complete.

Store any documents related to your products, such as receipts and manuals.

Next, we are going to discuss how to manage your inventory using "Inventory Status". See you in the next article!