Asset form

Decide what the Add asset form asks for. A phone and a desktop can differ — in a store room you want four boxes, at a desk you want the full record.

An item type is what a thing IS — iPhone 15 Pro. Each physical unit is its own asset underneath it, with its own code.

Category

Locations & warehouses

A kit is the set of things that go out together — Desk 1: laptop, barcode reader, printer, cash box. Handing it over is one action; the register still records each item on its own, and the receipt lists them all.

Import a stock count

Upload the Excel export of what we own. Nothing is written until you press Import, and only the rows still ticked.

Undo an import

Takes back everything one import created. Anything that has lived since — handed to somebody, sent for repair, or with a handover of its own — is left alone and listed.

Clean the register

Everything filed under a category marked “belongs in Manager”. Their value lives in Manager’s fixed-asset register; this one is for things you hand over, move or service. Anything on loan, away for repair, or with a history is never touched.

Schedule, reminders & fund

When money currently lent out (outstanding) is below this cap, the difference can be given to the waiting list.

What a person can get = cap minus what they still owe. An employee: the % of salary minus what payroll already deducts, times the months until the contract ends. Shown on each waiting application and, after the decision, on the person's link. 0 = off.

Customer status portal

Regenerating makes the old link stop working. Customers enter their name + phone to see their trust funds and queue position.

WhatsApp reminder message

{name} · {amount} · {monthly} · {balance} · {next_amount} · {next_date}

Agreement notes (printed on the PDF)

Applicants answer these on the form. Each option carries points; the total becomes a 0–100 score and a recommendation.

Application limits (public form)

Applicants can't submit past these on the public form; staff can override in the portal. 0 = no limit. The stricter of the two payment caps applies.

“Warn” lets an application arrive even though it breaks the rules. It joins the normal waiting list with an over-limit flag and the figures that tripped it — it is reviewed like any other, and can still be approved as an exception. A personal invite can be set to warn on its own.

Rules shown to the applicant

Scoring — payment vs income

Scoring — repayment duration

Choice questions

Manager.io

Only the portal super-admin can edit these. The token is write-only and shown masked.