Asset Management

The Assets module tracks all company equipment assigned to employees. Assets can be added one at a time, imported in bulk, or generated automatically as part of an offboarding, and PurpletGo's kanban board blocks an offboarding from moving past the Asset Recovery stage until assets are confirmed returned.

Asset statuses

Asset categories

Every asset is tagged with a category so reporting can break things down sensibly:

Laptop · Monitor · Phone · Badge · Peripheral · Other

Anything that doesn't match a known category (including a blank value on CSV import) is filed under Other.

Adding assets

Go to Assets in the main navigation:

1. Click Add Asset
2. Fill in item name, serial number, model, category, condition, and optionally assign it to an employee
3. Set a return deadline if you want it to show up in the overdue report
4. Click Add Asset

Serial numbers must be unique per organisation - trying to add a duplicate is rejected.

Bulk import

Click Bulk Add to import a CSV. The required columns are item_name and serial_number; optional columns are model, category, condition, tracking_number, return_deadline, and employee_email (matched against your existing employee directory - unmatched emails are just left unassigned). You can download a template with the exact header row and a few sample rows from the same dialog.

The importer previews every row before you commit, flags rows missing a required field, and skips duplicate serial numbers on insert rather than failing the whole batch. If your plan doesn't have enough asset slots left for every row, the import fills the remaining slots and reports which rows were skipped for that reason.

Returning assets

Mark an individual asset returned from the table, or select several with the checkboxes and click Mark Returned to close them all out in one action. Editing an asset also lets you set its status directly (Deployed / Returned / Lost) if you need to correct a record by hand.

Confirming asset recovery on an offboarding

In the offboarding detail view, under Assets, once every asset assigned to that employee is marked returned, a manager or admin can click Confirm Asset Return. The kanban board won't let the offboarding move past Asset Recovery until that confirmation happens.

Asset conditions

Unreturned Assets report

The Assets page includes a report, built from the full org's asset data (not just what's on screen), covering:

• Overdue aging - how many deployed assets are 1-7 days, 8-30 days, or 30+ days past their return deadline
• Deployed by category - which categories of equipment are still outstanding
• A note on how many deployed assets don't have a return deadline set at all, since those won't show up in the aging buckets

Asset limits

Asset limits are per plan and count every asset row in your org, regardless of status:

When you're at the limit, adding or importing new assets is blocked until you either free up space or upgrade. A banner on the Assets page shows how many slots you have left.

Shipment tracking

For remote employees, assets can be returned via a prepaid courier label instead of an in-person handoff. See Asset Return Shipments for how label generation, tracking, and the automatic return-on-delivery flow work.