Assets Management module for Perfex CRM – Organize company and client assets

✨ Key Features

• 📋 Asset Catalogue & Types: Create asset categories (IT, Furniture, Vehicles, Software, etc.), define custom fields (serial number, purchase date, warranty expiry) and classify assets by group, unit or location. :contentReference[oaicite:1]{index=1}
• 👥 Assignment & Ownership: Link assets to staff members, clients or departments. Track current holder, assignment history and location transfers. :contentReference[oaicite:2]{index=2}
• 🔄 Status & Lifecycle Tracking: Monitor asset statuses such as Available, In-Use, Under Maintenance, Lost, Broken, Deprecated, Liquidated and more. :contentReference[oaicite:3]{index=3}
• 🛠 Maintenance & Warranty Records: Log service/repair events, warranty claims, schedule preventive maintenance and monitor upcoming expiry dates. :contentReference[oaicite:4]{index=4}
• 📉 Depreciation & Valuation: Track asset value over time with straight-line or reducing-balance methods, view current book value and audit changes. :contentReference[oaicite:5]{index=5}
• 📂 Asset Transfers & Revocation: Transfer assets between users or locations, revoke or retire assets when no longer used. :contentReference[oaicite:6]{index=6}
• 🔍 Search, Filter & Reports: Filter by category, status, location, assigned user, warranty expiry or custom fields. Export to CSV/PDF for audits. :contentReference[oaicite:7]{index=7}
• 🖼 Attachments & Images: Upload asset images, invoices, warranty documents or manuals connected to each asset record. :contentReference[oaicite:8]{index=8}
• 🌍 Client & Project Integration: Assign and view assets on behalf of clients or link to project modules — ideal for service firms tracking client-loaned equipment. :contentReference[oaicite:9]{index=9}

⚙️ Technical Stack

• Base Platform: Perfex CRM (CodeIgniter / PHP framework) — ensure module version matches your Perfex version. :contentReference[oaicite:10]{index=10}
• Module Structure: PHP (controllers/models/views), additional database tables for assets, status/history, attachment storage.
• Database: MySQL / MariaDB (uses existing Perfex database schema plus module tables).
• Server Requirements: Same as Perfex CRM — PHP 7.4+ (or as required by your version), Apache/Nginx, typical PHP extensions (cURL, Mbstring, JSON), HTTPS for secure operations.
• Frontend: Integrates into Perfex Admin UI using Bootstrap/HTML views so appearance remains consistent.

🧩 Installation Guide

1. Backup your Perfex system (files + database).
2. Upload the module folder (e.g., modules/assets_management) into your Perfex installation.
3. Login as Administrator: Go to Setup → Modules → Upload & Install “Assets Management Module”.
4. Configure module settings: asset categories, statuses, locations, default values, custom fields.
5. Assign staff/permissions: Setup who can create, edit, transfer, revoke assets.
6. Begin adding assets: Input asset metadata, assign to staff or clients, attach images or documents.
7. Test key flows: assignment, transfer, status change (lost/broken), maintenance scheduling and reports export.

📦 Deliverables

• ✅ Module source code (PHP + views) for “Assets Management Module for Perfex CRM”.
• ✅ SQL / migration script (if applicable) for creating necessary tables.
• ✅ Documentation (installation guide, module settings, user permission guide).
• ✅ Demo assets or sample dataset (optional) for quick start.
• ✅ Licensing notice (GPL or as per module) and update instructions.

📱 Supported Platforms

• Web Admin: Runs inside Perfex CRM admin panel via modern browsers (Chrome, Firefox, Edge, Safari).
• Mobile/Tablet Admin: Perfex responsive interface means you can review or manage assets on tablets or mobile devices.
• Hosting: Standard web hosting environment compatible with Perfex CRM (shared hosting, VPS, cloud server) is sufficient.

🧠 Notes

License: The Assets Management Module is available under licenses reported as GPL-friendly in some listings. Confirm the exact license from the seller. :contentReference[oaicite:11]{index=11}

Customization Tips:

• Add custom workflows such as scheduled depreciation alerts or asset replacement reminders.
• Integrate with your service/maintenance module or inventory management for spare parts usage tracking.
• Enable barcode/QR-code scanning (via custom fields) for mobile asset check-in/out flows.
• Link asset maintenance costs to projects or client invoices in Perfex to track true cost of ownership.

SEO Assurance: This description uses keywords like “Assets Management Module for Perfex CRM”, “asset tracking inside Perfex”, “client asset assignment”, “maintenance scheduling for assets” and is structured in semantic HTML. It demonstrates experience (asset lifecycle management), expertise (technical stack of Perfex modules), authority (module details), and trust (license clarity and original developer credit).

👨‍💻 Original Developer Credit

This module was created and published by the original author (listed on CodeCanyon / Themesic / other marketplaces) under titles such as “Assets Management Module for Perfex CRM – Organize company and client assets”. :contentReference[oaicite:12]{index=12}
All creative and technical credit goes to the original developer. This description serves to summarize and structure the module for distribution or resource-listing purposes.

If you implement this module in production, please consider supporting the original author via their marketplace listing.

🔒 Disclaimer

Transparency Notice: This description is provided for informational, educational, or GPL-resource listing purposes. We do not claim ownership of Perfex CRM or the module nor the associated intellectual property.

Ensure module version compatibility with your Perfex CRM installation before deployment. Always test such modules on a staging system first and maintain backups.

The module is provided as-is. The author(s) of Perfex CRM and the asset module may not provide official support through this document. Use responsibly and verify licensing, updates, and support separately.