AssetSync Settings and Configuration

AssetSync → Settings has seven sections, grouped as Inventory, Policies, Client-Facing and Labels.

Categories

The list of asset categories. They drive the filter chips on Inventory, the grouping in Reports, and the pickers on checkouts and pull lists. See Asset Categories and Storage Locations.

Storage Locations

The physical places assets are kept — a furniture bay, an AV cage, a back storage closet. Assigning assets to them is what lets you filter the inventory by location and print scannable shelf labels.

Filing a location under a venue space is optional and only groups them; locations not attached to one appear in a Not linked to a space group at the bottom, which is also where you add a location if you have no spaces configured yet.

A location is not the same as the Location Details line on an asset. The location is the bay; the details are where to look inside it ("Shelf 4", "Bin 8").

Checkout Policies

Three settings that shape every checkout. Save Policies applies them.

Default Checkout Duration — how many days after checkout an item is due back. A new checkout — single, bulk from Inventory, or a whole set — starts with its Expected Return Date filled in as today plus this many days, and you can change it on the checkout. 0 means due back the same day. Pull lists do not use it: their items are due back the day after the event.

Auto-Mark Overdue — on, a checkout becomes Overdue the day after its expected return date: it moves to the Overdue column on Checkouts, raises an OVERDUE RETURN alert on the AssetSync and main dashboards, and goes into the AssetSync section of the Morning Briefing email. Off, nothing is ever flagged overdue — not on screen and not by email. Something due back Saturday is on time all of Saturday either way.

Return Reminder — how many days ahead a checkout is flagged Due soon, counting the return day itself. With 1, an item due back Saturday shows Due soon on Friday and Saturday, on its Checkouts row and as a DUE BACK SOON alert on the AssetSync dashboard. 0 turns the reminder off.

Changing a policy affects what is flagged straight away, including checkouts already out. A new Default Checkout Duration only affects checkouts created after you save it.

Notifications

Three venue-level master switches: Overdue Return Alerts, Low Stock Alerts and Maintenance Due Alerts. Each controls whether that kind of alert goes into the AssetSync section of the 7am Morning Briefing email. None of them sends an email of its own.

Low stock alerts depend on assets having a Minimum Quantity set. An asset without one can never trigger the alert.

Insurance

The policies covering your inventory. Each one records its provider, policy number, what it covers, and the dates it runs between; coverage amount, deductible, premium and notes are optional.

What it covers is one of three: everything you own, a single asset, or one category. Attach a policy to an asset when a specific piece of kit is insured separately from the rest.

The expiration date is the part that does something: a policy expiring within the next 30 days raises an INSURANCE EXPIRING alert on the AssetSync dashboard, and one already past shows as Expired here. A policy with no expiration date never warns you about anything.

Asset Menu

A public page where couples browse your decor and rental items, build a cart, and submit a request.

Enable Public Menu switches it on. Menu Heading and Subheading set what a couple reads at the top. Show Pricing controls whether prices are visible. Allow Requests controls whether they can submit rather than just browse.

The Public Menu Link is the shareable address, with Copy Link and Preview. Which items appear, and what they are priced at, is managed on the menu itself.

Submitted requests land on the Assets tab of the wedding or event they came from, where they are approved and can be pulled onto an invoice. They do not appear anywhere inside AssetSync, so if you are waiting on a couple's selections, the wedding record is where to look.

Labels & QR Codes

Label printing on Avery sheets or a Dymo LabelWriter. Choose shelf labels (one per storage location, scanned to list what belongs there) or asset labels (one per item, scanned to open its record). Sheets can start part way down, so a part-used sheet is not wasted. See Printing Asset Labels.

What is configured elsewhere

Venue spaces are part of your venue settings, not AssetSync — this module reads them. Vendors used on rentals and maintenance come from your venue's vendor list. Who can do what in AssetSync comes from your venue's role permissions.