Ebla Assets Management

Overview

Ebla Assets Management is a complete asset-management workspace built inside EspoCRM. It keeps equipment, stock, software licenses, custody, requests, audits, maintenance, and reporting in the same system as your Accounts, Contacts, Teams, calendars, streams, and access control.

The extension follows normal EspoCRM behavior. Users work with native lists, filters, forms, mass actions, relationship panels, calendar events, dashboard tabs, global search, and role-based permissions. There is no separate application to learn or synchronize.

What you can manage

• Assets and custody

  Track every uniquely tagged Asset and check it out to a Contact, another Asset, or an Asset Location.

• Inventory

  Control Accessories, Components, Consumables, License Seats, and Asset Kits with quantity-aware operations.

• Operations

  Schedule audits, reservations, maintenance, expected returns, and other date-based work.

• Requests and acceptance

  Record multi-item requests and retain acknowledgement evidence when a category requires acceptance.

• Dashboards and reports

  Use clickable KPIs, live summaries, immutable activity history, printable reports, and CSV export.

• EspoCRM access control

  Reuse Accounts, Contacts, Users, Portal Users, Teams, Roles, field ACL, and record ownership.

Documentation

• Dashboard and navigation — Dashboard tab, KPI widgets, charts, navigation groups, filters, and global search.
• Assets and custody — Asset lists, checkout, check-in, transfers, bulk actions, scanners, and labels.
• Inventory and licenses — Accessories, Components, Consumables, Licenses, License Seats, and Kits.
• Requests, reservations, and access — Request headers and lines, requested Assets, reservations, Contacts, and Portal Users.
• Audits, maintenance, and reports — Scanner audits, calendar events, maintenance, transactions, and reports.
• Administration — Installation, roles, reference data, Field Sets, dashboard deployment, layouts, optional Ebla extensions, and troubleshooting.

Requirements

• EspoCRM 10.0 or newer
• PHP 8.1 or newer

Ebla Dash Pro, Ebla Link Pro, and Ebla Progress Bar are optional enhancements. Ebla Assets Management remains usable without them.

Start here

1. Ask an administrator to complete the setup sequence in Administration.
2. Open the Asset MS dashboard tab and confirm the summary counts.
3. Open Asset MS > Assets and review the preset filters.
4. Create or import reference data before adding production Assets.
5. Use Fast Mode for ordinary person checkout and Advanced… whenever you need another target type, dates, status, acceptance, or notes.