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Asset management · 4 steps

Raise an asset purchase or service request

Ask for a new asset or a repair, with an estimated cost and the people who must approve it, and follow the request until it is fulfilled.

1Open Procurement

Go to Asset Management → Procurement. The cards show Pending approval, Approved, Fulfilled and Open request value. Choose New Request.

Scalar360 screen: Open Procurement
Numbered outlines show what to click, in order.

2Describe what you need

Choose the Request type — Purchase (new asset) or Service (existing asset) — and set the Priority. Enter a Title, then pick the Category, the Quantity and the Estimated cost.

Scalar360 screen: Describe what you need
Numbered outlines show what to click, in order.

3Set the approval chain

Under Approval chain, type the approver for each level, in order. Choose Add level for more. Leave the chain empty and the request is approved as soon as it is submitted — unless an approval workflow applies.

Scalar360 screen: Set the approval chain
Numbered outlines show what to click, in order.

4Track the request

After you choose Create, the request appears on Procurement with its number, Est. cost and approval progress, such as L1/2. Use the filters Pending, Approved, Fulfilled and Rejected, or search by title or number.

Scalar360 screen: Track the request
Numbered outlines show what to click, in order.
Approve or reject a requestWork through the approval levels, then turn an approved purchase into an asset on the register.Schedule maintenance and service jobsLog work orders and service requests against an asset, and set up repeating preventive schedules so nothing is missed.

Still stuck? Contact our support team — or start a free trial to try this in your own company.