Asset Managerª 
This is the easiest, most comprehensive tool for identifying and tracking assets, contents of a residence or light commercial facility.  You can create a Census of Assets report for scheduled insurance before a loss or damage, and for tax purposes.   

Read and enter barcoded information.

Record acquisitions, costs, appraised values, depreciated values & current market values.  Know the cost of replacement, track repair & improvement history.  

Maintain a complete and current record of a clientÕs or a companyÕs assets.

This solution can also be modified to meet your requirements and can work with Claims Cost Analyzer and with Cost Analyzer.



Unfiled Items

This screen is both your general repository of assets inventoried and also your main item navigation buttons and pickers.

It really is easy.

* A ÒuÓ shape indicates that there are choices for you to select from.  Tap and those choices will be displayed.

Buttons:
ÒiÓ 		
	ÒAboutÓ	for application information

	ÒHelpÓ	which youÕve already found

	ÒPrefsÓ	displays version number - you can enter your default insurance carrier and policy number

	ÒNews & InfoÓ	information about other n-Abled Solutions
ÒNewÓ 		enter new items bringing you to the ÒAsset Manager - New ItemsÓ input screen 
ÒuSortÓ		select the order of inventoried items that you want to see

ÒFindÓ		opens the ÒFind ItemÓ dialogue
	 ÒSearch Key:Ó	ÒItemÓ enter an item name or part of a name and tap 
		ÒCostÓ  - Select and define the value range as ÒLess ThanÓ, "More ThanÓ or ÒAroundÓ to help in your search
		ÒAppraised ValueÓ - Select and define the value range as ÒLess ThanÓ, "More ThanÓ or ÒAroundÓ to help in your search

		ÒBar CodeÓ - Scan to find an item

ÒuCndtnÓ		adds condition content to any or all items e.g. ÒLostÓ, ÒStolen", ÒDamagedÓ, ÒSoldÓ, ÒTradedÓ, ÒGiftedÓ, ÒTossedÓ, ÒRecoveredÓ or ÒRentedÓ
ÒSummaryÓ 		Displays ÒTotal Number of ItemsÓ in a folder or all folders, ÒTotal Purchase CostÓ and ÒTotal Current ValueÓ of that folder.

File		create a New Folder, edit a Folder name or move an item to another folder
Action		Select an item(s) manually or with ÒuSelectÓ (lower left on the ÒMainÓ screen) to print or fax your Asset Manager Report.  This button also allows you to duplicate or delete items from your inventory list.

ÒXÓ		tap this to close a window or close an application.  (*This is NOT a save button)

Reading the Content	
	
ÒITEMÓ		the item name

ÒACQDATEÓ		Acquisition Date

ÒSOURCEÓ		Where you got the item

ÒLOCÓ		Location - Where the item is located

ÒCATÓ		Category - how the item is grouped

tap ÒiÓ button and you can select:
			ÒAboutÓ for application information
			ÒHelpÓ for help in understanding functionality
			ÒPrefsÓ for version number and you can enter your default insurance carrier and policy number
			ÒNews & InfoÓ for information about other n-Abled Solutions

tap ÒNewÓ to enter new items bringing you to the ÒAsset Manager - New ItemsÓ input screen  

tap ÒuSortÓ and select the order of your inventoried items that you want displayed.  Sort by ÒItemÓ, by ÒAcquisition DateÓ (e.g. date of purchase), by ÒLocationÓ (e.g. where the item is actually located), by ÒCategoryÓ (by common groupings e.g. Antiques or by detailed categories that youÕve determined e.g. Georgian Period Antiques) or by ÒSourceÓ (how or from where an item was acquired).

tap ÒFindÓ  which opens to the ÒFind ItemÓ dialogue:
	use the ÒuSearch Key:Ó to find by 
		ÒItemÓ enter an item name or part of a name and tap ÒFindÓ the ÒDetailÓ information of the found item will appear.  If there are more that one item that meet the search criteria, you will see a list of those found.  Highlight your selection and the ÒDetailÓ will appear.
		ÒCostÓ and ÒAppraised ValueÓ are truly unique.  Select either of these and define the value range as ÒLess ThanÓ, "More ThanÓ or ÒAroundÓ to help in your search.  ÒAroundÓ is a value that is + or - 10% of the value that you enter.  Enter a value, tap find.  
		ÒBar CodeÓ  Scan to identify the item and then tap ÒFindÓ

tap ÒuCndtnÓ (Condition) here you need to have first selected an item or items appearing on your ÒAsset Manager- MainÓ screen by checking the box to the left of each inventoried item.  Now tap ÒCndtnÓ  and you can add condition content to any or all items ÒLostÓ, ÒStolen", ÒDamagedÓ, ÒSoldÓ, ÒTradedÓ, ÒGiftedÓ, ÒTossedÓ, ÒRecoveredÓ or ÒRentedÓ.  Follow the prompts in the ÒItem ConditionÓ dialogues and tap ÒAddÓ to include the conditional information to an item(s).

* Suggestion - create separate folders to contain some conditional items e.g. sold items or lost items

tap ÒSummaryÓ to open the ÒTotals SummaryÓ dialogue - you can then select ÒFolderÓ to display the items in a folder or all items in your inventory.  The ÒTotals SummaryÓ dialogue displays the ÒTotal Number of Items", ÒTotal Purchase CostÓ value (the amount that you paid) and the ÒTotal Current ValueÓ (represents the amount paid and with those items that have been appraised. Here the appraised value replaces the paid value)


The next three buttons are standard Newton.
File Icon - you an create a New Folder, edit a Folder name or if you have selected an item(s) you can move it to another folder.

Action button - Select an item or items manually or with ÒuSelectÓ that sits above the ÒiÓ and tap this Action button to print or fax your Asset Manager Report.  This action button also allows you to duplicate or delete items from you inventory list.

ÒXÓ  tap this to close a window or close an application.   *Remember ÒXÓ closes a window but does not SAVE.  Select ÒSaveÓ when you want to save.


Asset Manager - Main 
This is an item by item list displaying ÒITEMÓ (item name), ÒACQDATEÓ (acquisition date), ÒSOURCEÓ (where you got the item), ÒLOCÓ (location - where the item is) and ÒCATÓ (category - how the item is grouped e.g. Jewelry).

To view the detail of an item just tap the content and the ÒDetailÓ will open.

Note the open box to the left of each item.  Check these boxes before selecting an action such as File a folder, Print, or Fax a report, Duplicate or Delete an item.

Use the up and down arrows (right side mid screen) to scroll through your inventoried items.  Black arrows mean that you can scroll in that direction to see more items in your list.

The number displayed in the lower right corner of this screen represents the total number of items contained in the folder currently displayed.

*Note the black field at the top of this screen it displays your name (owner of the Newton) and address, date and time.

*Remember whenever you see a ÒuÓ tap it and it will open to more choices that can be selected.  


Asset Manager - New Item
This is where you enter all of the information needed to create your inventory. 

Each entry area is either a fill in, where you can handwrite the requested content, or a picker (ÒuÓ) with pre-selected choices. 
	In some of the pickers (ÒuÓ) by selecting ÒOtherÓ you can even add the designators that work best for you.  Example - in location we offer generic names of rooms in a house - you can add more suitable names, remove our suggestions or even rename them.
 
		Select ÒOther . . .Ó and the ÒOther Item Ò dialogue window opens.  Either select from the list and rename the selected item in ÒLocNameÓ tap the ÒOperationÓ button and make a choice to ÓAddÓ your new entry, ÒRemoveÓ the selected location or ÒReplaceÓ the selected location with your new entry.  After which close the dialogue ÒXÓ to continue.


Item	
Bar Code:	scan or hand enter barcoded information
Item:	enter the name of the item 
Model:	enter the model designator of the item 
Serial#:	enter a serial number or registration number
uAcquisition Date:	ThatÕs the date when you purchased or got the item
uSource:	select or create a NewÓ name of the place or person where you got the item (this picker stores the name address etc. in the NamesÓ address book in the Newton for ease of use.)
uState:	select NewÓ or UsedÓ
uQuality:	select the descriptor that best describes this item
uLocation:	identify the location of the item 
uCategory:	identify the group that best describes the kind of item
uSub Category:	further identify the group that best describes the kind of item

Value	
Purchase Price:	Enter the price that you paid for the item
uOrigin:	select how the item was obtained
uMethod of Payment:	select how the item was paid for
uReceipt:	select Yes or No
uAppraised Value:	Enter the appraised value
uAppraisal Date:	select the date of your appraisal
uAppraiser:	select or create a NewÓ name of your appraiser (this picker stores the name address etc. in the NamesÓ address book in the Newton for ease of use.)
Replacement Cost:	Enter the cost of Replacement
uReplacement Cost Date:	Enter the date of cost of Replacement
Depreciation Rate:	Enter the scheduled rate of depreciation
Depreciated Value:	Current value of the item based on the rate entered and purchase amount cost.

Item description:	
Item description:	Hand enter the items description with identifiers here

Insurance	
uInsured:	This defaults to "YesÓ and displays the insurance information that you entered in Prefs.  Selecting "NoÓ erases the insurer information for this item only. 
uInsurer:	By default this displays the insurer that you entered in "PrefsÓ you can change the insurer information here at any time for the item that you are working on
uPolicy #:	By default this displays the ÒPolicy#Ó that you entered in ÒPrefsÓ you can change this information here at any time for the item that you are working on 
uKind of Insurance:		select or enter the kind of insurance, e.g. "Primary", "GAP", "Excess", "Other . . . "

Conditions	
Conditions:	This is a summary list of all conditions that you may have entered for this item

This is a limited use limited entry demonstration version of Asset Manager created by n-Abled Solutions.  

To get your fully operable version of Asset Manager call us at 908 766 4043, today!


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