Add an asset
Assets are captured in a customer portfolio. They are owned by a person or company, i.e. a legal entity in the customer portfolio. They can be current or past assets.
Assets are categorised into the following types:
Assets are allocated to farms by the local farm name. It is possible to transfer assets between farms and legal entities.
Assets need to be added individually to the customer portfolio. The different types of assets are described in detail in the Asset Help Centre.
To add an asset:
Select the Assets tab on the customer portfolio.
Click the Add button in the top right corner.
Select the type of asset you would like to add from the displayed list.
Fill in the asset form.
Click the Save button.