Web Asset Tracking | Quick Start Guide

Use this guide to set up and use your RedBeam Web Asset TrackingTM software.

 
Getting Started:
 
  1. Create an account and then log in to the application.
  2. Click on the gear icon and Account.
  3. Click on the Registration tab. If you’ve already purchased, enter your product serial code and activate your license. If not, simply skip this step and continue to run in demo mode.
  4. Click on the Information tab. Add your company information, logo and color theme.
    Click Update.
Adding Locations:
 
  1. Click on the gear icon and Setup.
  2. Click Building, enter a building name under Add New. Click the green Update icon.
  3. Click Room, enter a room ID under Add New and assign the room to a building. Click
    the green Update icon.
Note: While here, you can also pre-populate other system information, rename fields, create
custom fields and choose favorites. If you forget something, don’t worry. You can always add
it later here in
Setup or on the Assets page using Quick Add buttons. 
Adding Assets:
 
  1. Go to the Assets page.
  2. Enter a new Asset ID in the Asset field.
  3. Add additional relevant information as needed. Click the green Update icon.
Note: If you have existing asset information in a spreadsheet, you can import it into the
system via the
Import Data icon on the Assets page. RedBeam Asset TrackingTM customers
also have the option to migrate their data to
RedBeam Web Asset TrackingTM via the gear icon
under Account and Import Data. Make sure to import locations first and then assets so that
rooms are associated with the correct buildings.
Creating an Inventory:
 
  1. Go to the Inventory page.
  2. In Manage Inventory, click on the New Inventory field and name your inventory. Click
    the green Update icon.
  3. Select buildings to add to the inventory and click the green Update icon.
Taking an Inventory:
 
  1. Go to the Inventory page.
  2. In Take Inventory, click on the inventory you want to take. Once open, select your
    location from the drop down above the green Scan button.
  3. Put your cursor in the Asset ID field and enter the Asset ID. Hit return or click Enter.
    The Asset ID field will clear to allow you to enter the next Asset ID. 
Note: You can alternate between showing found and unfound assets using the U/F toggle switch. 
Closing an Inventory:
 
  1. Go to the Inventory page.
  2. In Manage Inventory, select the inventory you want to close and click on the blue Close
    Inventory
    icon.
  3. When asked to verify that you want to close the inventory, click OK.
Note: Once an inventory is closed it cannot be reopened. In order to ensure that you’ve fully completed your inventory, you may want to run an Unfound report on the Reports page prior to closing it.
Using WM 6.5 Devices:
 
  1. Follow the instructions for Installation for Windows Mobile Devices.
  2. Log in using the same credentials used to log in through your browser.
  3. Update asset information and take physical inventories as needed. 
Note: You must be in a connected environment the first time you access the application. After
that, you can work in both connected and disconnected environments.

 

 

Using Android and iOS Devices:
 
  1. Get the RedBeam app from iTunes for iOS or Google Play for Android.
  2. Log in using the same credentials used to log in through your browser.
  3. Update asset information and take physical inventories as needed. 
Note: You must be in a connected environment to access the application in your browser.
RedBeam Web Asset TrackingTM comes with unlimited free support. Contact us at
support@redbeam.com or 877-373-0390 for additional assistance.