Video: Use the Assets Web Database template

I was looking for an inventory management [system] for my office. [This template] was a great starting pad for our project. Thanks team.
~Office customer, via Office.com article feedback

The Access 2010 Assets Web Database enables you to quickly start tracking information about the “things” in your home or business, such as supplies, equipment, or furniture. This video shows you how to start using the database, and how to configure it for your locale.

In the video


Add a new asset

  1. Click the Current Assets tab.
  2. Click New Asset.
  3. In the Asset Details form, fill in the information that you have.
  4. If you want to add another asset, click Save & New, and repeat step 3. Otherwise, click Save & Close.

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View and edit assets

  1. Click the Current Assets tab.
  2. In the Item column of the datasheet, double-click the name of the asset that you want to view or edit.
  3. Edit the information as needed, and then click Save & Close.

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Edit the items in a drop-down list

Many of the drop-down lists in the Assets Web Database can be edited to suit your needs. Use the following procedure:

  1. Click the down-arrow to display the list.

    If the list is editable, the Edit List Items button will appear just below the list.
  2. Click the Edit List Items button.
  3. In the Edit List Items dialog box, type the list items you want, one on each line.
  4. Optionally, select a default value from the Default Value list.
  5. Click OK.

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Attach files to a record

If a form or datasheet contains an Attachments field, you can use that field to attach pictures, documents, or other files to the record. Use the following procedure:

  1. Double-click the Attachments field.
  2. In the Attachments dialog box, click Add.
  3. Browse to the file you want to attach, and then click Open.
  4. In the Attachments dialog box, click OK.

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Preview and print a report

The Assets Web Database template includes 3 reports. To preview a report:

  • Click the Report Center tab, and then under Select a Report, click the report you want to view.

    Access displays the report in the preview pane. To print the report:
  • Click Open in New Tab, and then on the File tab, click Print, and select the print option that you want.

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Publish the Assets Web Database to Access Services

If you have access to a SharePoint server that is running Access Services, you can publish the Assets Web Database to the server and share it with your team. Use the following procedure:

  1. Click the File tab, and then click Publish to Access Services.
  2. In the Server URL box, type the URL of the SharePoint server that you want to use.
  3. In the Site Name box, type the name you want for the database. This will become part of the URL.

Click Publish to Access Services.

Access publishes the database to the server. If all goes well, Access displays a success message which contains a link to the new Web database.

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Display the correct currency symbol for your locale

If you are using this template in a locale other than the United States, you will most likely need to change some settings in order to make the correct currency symbol display in the Current Value field. Use the following procedure:

Set the currency format for the Current Value field in the Assets table

  1. Close any forms or reports that are open.
  2. If the Navigation Pane is not already displayed, press F11 to display it.
  3. In the Navigation Pane, double-click the Assets table.
  4. Click the Current Value field to select it.
  5. On the Fields tab, in the Formatting group, set the Format property to Currency.

    The field should now display the currency symbol that corresponds to your computer’s location settings.
  6. Save and close the table.

Set the currency format for the Current Value field on forms and reports

This procedure must be performed on any form or report that displays the Current Value field. This includes the following forms:

  • AssetDetails
  • AssetsCurrent
  • AssetsDS
  • AssetsRetired
  • AssetsRetiredDS

You must also perform the procedure on the following reports:

  • AssetList
  • AssetsByCategory
  • AssetsRetired

Use this procedure to set the currency format on each object:

  1. Right-click the form or report in the Navigation Pane, and then click Layout View.

     Note    Layout view is not available for datasheets. For datasheets (such as AssetsDS or AssetsRetiredDS), just double-click the datasheet to open it.


  1. Click the Current Value text box.
  1. If the property sheet is not already displayed, press F4 to display it.
  2. On the Format tab of the property sheet, select Currency in the Format property box.
  3. If you are modifying a report, repeat the property setting for any currency text boxes that calculate totals.
  4. Save and close the form or report.

After all the objects have been modified, double-click the Main form in the Navigation Pane, and then close the Navigation Pane.

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