AssetSync

Asset Categories and Storage Locations

The two fields that make an inventory searchable — what each is for, and how a storage location differs from the detail line on an asset.

Two fields decide whether your inventory is findable: what an item is, and where it lives. Both are configured in AssetSync → Settings.

Categories

Settings → Categories holds the list. Add one with the field at the top; remove one with the × on its chip.

Categories appear as filter chips on Inventory, group the numbers in Reports, and narrow the asset picker when someone is building a checkout or a pull list.

Keep the list short. A category earns its place if you would ever filter by it. Seating, Tables, Linens, Decor, Lighting and AV Equipment is a complete working set for most venues; twenty categories with three items each just moves the searching problem somewhere else.

Note: AssetSync does not have free-form tags or custom fields. Categorization is the category field, plus the Notes field on each asset for anything that does not fit. If you need something searchable, put it in the asset Name or SKU — those are what the search box looks at.

Storage locations

Settings → Storage Locations holds the physical places assets are kept — a Furniture Bay, an AV Cage, a Back Storage Closet, a Barn Loft.

This is the field that makes "where is it" answerable. An asset with a category but no location tells you what it is and nothing about how to go and get it. It is also what the inventory's Location filter reads and what shelf labels are printed from, so an asset without one cannot be found either way.

The page groups locations by venue space, and each space's card has a field for adding one. A space is optional: locations can be created and used without one, on the Not linked to a space card at the bottom. That card is always available, so a venue that has not configured any spaces yet can still set up its storage.

A location is not the detail line

Each asset has both a Storage Location and a Location Details line, and they do different jobs:

FieldHoldsUsed for
Storage LocationThe bay itself — "AV Cage"Filtering, shelf labels, the location a scan opens
Location DetailsWhere to look inside it — "Shelf 4", "Bin 8"Reading on screen and on a label

Typing a place name into the details line instead of picking a location leaves an asset that looks filed but cannot be filtered or labeled. If the details line names somewhere the location does not, the two are describing different places and the location is the one everything else believes.

Tip: If a venue space you expect is missing from this page entirely, it has not been created yet. Spaces are configured in your venue settings, not in AssetSync — this page only reads them.

Changing a category or location later

Editing a category name updates it everywhere it is displayed. Removing one does not delete the assets in it; they are left uncategorized and will show under the uncategorized grouping in Reports until reassigned.

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