Asset Manager* 

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 clientUs or a companyUs 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 RuS shape indicates that there are choices for you to select from.  Tap and those choices will be displayed.



Buttons:

RiS 		

	RAboutS	for application information



	RHelpS	which youUve already found



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



	RNews & InfoS	information about other n-Abled Solutions

RNewS 		enter new items bringing you to the RAsset Manager - New ItemsS input screen 

RuSortS		select the order of inventoried items that you want to see



RFindS		opens the RFind ItemS dialogue

	 RSearch Key:S	RItemS enter an item name or part of a name and tap 

		RCostS  - Select and define the value range as RLess ThanS, "More ThanS or RAroundS to help in your search

		RAppraised ValueS - Select and define the value range as RLess ThanS, "More ThanS or RAroundS to help in your search



		RBar CodeS - Scan to find an item



RuCndtnS		adds condition content to any or all items e.g. RLostS, RStolen", RDamagedS, RSoldS, RTradedS, RGiftedS, RTossedS, RRecoveredS or RRentedS

RSummaryS 		Displays RTotal Number of ItemsS in a folder or all folders, RTotal Purchase CostS and RTotal Current ValueS 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 RuSelectS (lower left on the RMainS screen) to print or fax your Asset Manager Report.  This button also allows you to duplicate or delete items from your inventory list.



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



Reading the Content	

	

RITEMS		the item name



RACQDATES		Acquisition Date



RSOURCES		Where you got the item



RLOCS		Location - Where the item is located



RCATS		Category - how the item is grouped



tap RiS button and you can select:

			RAboutS for application information

			RHelpS for help in understanding functionality

			RPrefsS for version number and you can enter your default insurance carrier and policy number

			RNews & InfoS for information about other n-Abled Solutions



tap RNewS to enter new items bringing you to the RAsset Manager - New ItemsS input screen  



tap RuSortS and select the order of your inventoried items that you want displayed.  Sort by RItemS, by RAcquisition DateS (e.g. date of purchase), by RLocationS (e.g. where the item is actually located), by RCategoryS (by common groupings e.g. Antiques or by detailed categories that youUve determined e.g. Georgian Period Antiques) or by RSourceS (how or from where an item was acquired).



tap RFindS  which opens to the RFind ItemS dialogue:

	use the RuSearch Key:S to find by 

		RItemS enter an item name or part of a name and tap RFindS the RDetailS 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 RDetailS will appear.

		RCostS and RAppraised ValueS are truly unique.  Select either of these and define the value range as RLess ThanS, "More ThanS or RAroundS to help in your search.  RAroundS is a value that is + or - 10% of the value that you enter.  Enter a value, tap find.  

		RBar CodeS  Scan to identify the item and then tap RFindS



tap RuCndtnS (Condition) here you need to have first selected an item or items appearing on your RAsset Manager- MainS screen by checking the box to the left of each inventoried item.  Now tap RCndtnS  and you can add condition content to any or all items RLostS, RStolen", RDamagedS, RSoldS, RTradedS, RGiftedS, RTossedS, RRecoveredS or RRentedS.  Follow the prompts in the RItem ConditionS dialogues and tap RAddS 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 RSummaryS to open the RTotals SummaryS dialogue - you can then select RFolderS to display the items in a folder or all items in your inventory.  The RTotals SummaryS dialogue displays the RTotal Number of Items", RTotal Purchase CostS value (the amount that you paid) and the RTotal Current ValueS (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 RuSelectS that sits above the RiS 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.



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





Asset Manager - Main 

This is an item by item list displaying RITEMS (item name), RACQDATES (acquisition date), RSOURCES (where you got the item), RLOCS (location - where the item is) and RCATS (category - how the item is grouped e.g. Jewelry).



To view the detail of an item just tap the content and the RDetailS 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 RuS 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 (RuS) with pre-selected choices. 

	In some of the pickers (RuS) by selecting ROtherS 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 ROther . . .S and the ROther Item R dialogue window opens.  Either select from the list and rename the selected item in RLocNameS tap the ROperationS button and make a choice to SAddS your new entry, RRemoveS the selected location or RReplaceS the selected location with your new entry.  After which close the dialogue RXS 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:	ThatUs the date when you purchased or got the item

uSource:	select or create a NewS name of the place or person where you got the item (this picker stores the name address etc. in the NamesS address book in the Newton for ease of use.)

uState:	select NewS or UsedS

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 NewS name of your appraiser (this picker stores the name address etc. in the NamesS 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 "YesS and displays the insurance information that you entered in Prefs.  Selecting "NoS erases the insurer information for this item only. 

uInsurer:	By default this displays the insurer that you entered in "PrefsS you can change the insurer information here at any time for the item that you are working on

uPolicy #:	By default this displays the RPolicy#S that you entered in RPrefsS 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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