How to view Assets – Firstbase

The Firstbase platform provides a streamlined way to manage your organization's assets through the Asset Management menu. Here's how to navigate and use this section effectively.

Log In to Firstbase

Log in to your Firstbase account.
Navigate to Menu > Asset Management.

Asset Management Menu

The Asset Management menu includes three main options:

All Assets
View and manage all assets in your organization.
Inventory Orders
Manage equipment held in inventory by Firstbase for future use.
Shipment Notices
Manage inventory shipped to Firstbase from third-party vendors.

Viewing Assets in "All Assets"

Click on All Assets in the Asset Management menu.
You’ll see a table displaying all assets in your organization with columns such as:
- Product
- Assigned To
- Status
- Condition
- Serial Number
- Country
- Tags
- Renewal Date
- Warranty Type (for computers)
- Billing Start Date
- Billing End Date
- Category
- Supplied By (Firstbase or via Shipment Notices).

Filters and Tools

Filters: Located above the table, use these to refine your view by criteria like location, status, or category.
Search Bar: Found in the top-right corner, type keywords to locate specific assets.
Export: Click the Export button (top-right) to download the table as an Excel sheet for further analysis.
Add Assets: Click the Add Assets button (top-right) to assign a new asset to your organization. This asset can be assigned to either an employee or an office location. You can fin more information on how to Add and Asset here

Tabs in "All Assets"

Above the asset table, there are two tabs:

All Assets
View a detailed list of all assets.
Grouped by Product
See a summary of assets grouped by product category with columns:
- Category
- Product
- # Deployed
- # Available
- # Unavailable

Viewing Asset Details, History, and Billing

In All Assets, click on the three-dot menu (⋮) next to an asset, then select "View Details", OR click on the asset’s name directly.
A pop-up window will appear on the right side of the screen, displaying:
- Details Tab – General asset information, including asset ID, serial number, tags, and status.
- History Tab – A log of actions taken on the asset, including assignments and status changes.
- Billing Tab – Displays Start Date and End Date for Firstbase-supplied subscription assets, and Purchased Date for Firstbase-supplied purchase assets.
- Notes Tab – Add Internal Comments to Assets

Filters and Export for "Grouped by Product"

Apply filters to refine the grouped view.
Export the grouped table by clicking the Export button.

Inventory Orders

The Inventory Orders section displays a table of all inventory orders submitted. The table includes the following columns:

Product
Quantity
Warehouse
Order Date
Status
Type
Expected Ship Date

At the top, you can apply filters to refine the view or export the table data for analysis. You also have the option to Place Inventory Orders directly from this section by clicking the Place Inventory Order button in the top-right corner.

Learn more here.

Shipment Notices

The Shipment Notices section lists all shipment notices submitted by your organization. The table includes the following columns:

Product
Quantity
Received
Status

If a shipment notice has not yet been submitted or processed, you can click Actions to:

View Details
Edit
Cancel

If the shipment notice is already processed or submitted, the Actions menu will only allow you to View Details (editing or canceling will no longer be available).

In this section, you can also:

Export the table data (top-right).
Search for specific shipment notices.
Apply Filters to customize the table view.
Submit New Shipment Notices by clicking the Submit Shipment Notices button.