Published at: 2025-10-31

Asset Management Business Scenario Overview


Equipment/Asset Management

1. Sold Equipment Management

In industries such as equipment manufacturing, healthcare, and home furnishings, manufacturers/Distributors provide after-sales services centered around sold Products. These services primarily include installation, maintenance, and repair of the equipment.

2. Demo Unit Management

Equipment manufacturers and electronics producers often place demo units in showrooms or Stores as company-owned assets to support sales. These assets undergo processes such as deployment/decommissioning, transfers, loans/returns, and conversion to sales.

3. Sales-Assist Equipment Management

In fast-moving consumer goods (FMCG), durable goods, and healthcare industries, sales-assist equipment is deployed in Stores or hospitals to promote the sale of displayed beverages, reagents, or consumables. Key activities include equipment deployment/retrieval, installation/removal/replacement, Store asset Inventory Check, warehouse refurbishment, Store inspections, and Fault reporting. In FMCG and durable goods sectors, this is often referred to as Store asset management.

4. Leased Equipment Management

Industries focused on equipment leasing provide devices to customers under rental agreements. To ensure steady rental income, they must maintain equipment reliability through services like replacements, mail-in repairs, inspections, maintenance, and remote start/stop operations.

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The Equipment/Asset object records essential details of sold or deployed equipment, including:
- Equipment name
- Equipment SN
- Technical specifications
- Purchase date
- Assigned Account
- Location
- Service history

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Equipment-Centric Business Scenarios

The system enables the following functionalities around equipment/asset records:
- Establish parent-child hierarchies (OBOM) between devices.
- Track transfers, loans/returns of assets with a complete timeline history.
- Allow asset managers, service engineers, Terminal users, and Distributors/Service Providers to scan QR codes for equipment details.
- Configure asset tags (barcode/QR code) for quick queries, Inventory Check, and Fault reporting.
- Enable Terminal users to register devices under their profiles and submit Fault reports (requires Service Connector).
- Support manufacturers and Service Providers in delivering installation, inspections, repairs, and Preventive Maintenance services (requires Service Connector).
- Empower service engineers to execute inspections, repairs, and maintenance via electronic Work Orders, including spare parts consumption and Fault logging (requires Service Connector).
- Integrate with IoT for real-time equipment status visualization and automated Fault alerts (requires a separate plugin).

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