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Assets & Organization

Create or Edit an Asset Record

The record has a useful name and any optional identity or organization details your team needs.

BeginnerAbout 5 minReviewed Oct 3, 2026
Owner or Admin
On this page

Know which asset fields are required and how to maintain the record over time.

Before you start

Role needed: Owner or Admin. Ask an Owner if an action is unavailable.

1

Open Add Asset or Edit Asset

Choose Assets → Add Asset to create a record. Open an existing asset and choose Edit to update its details.

The form shows the optional fields alongside the required asset name.
2

Enter the required name and optional details

Name is required. Category, Location, Serial Number, Existing Barcode, Primary Photo, and Notes are optional. Categories and Locations can be selected or created from the form.

3

Save and review the record

Select Add Asset or Save Changes. OrbitEquip assigns the asset its own QR identity. Review its status, location, current holder, and history from the detail page.

Example asset detail header. QR artwork and account profile information are outside the crop.

Tips

Keep in mind

Troubleshooting

The form refuses to save.

Check: Confirm Name is filled in and any selected barcode is unique within your organization.

Fix: Correct the field and save again. If another asset already uses the barcode, choose the matching existing asset or resolve the duplicate first.

Still stuck? Contact OrbitEquip support.