Documentation

Inventory+

Requires. Account Management with View to see the add-on. Account Management with Modify is required to enable or disable it.

Inventory+ adds advanced inventory management workflows for companies that track equipment across technicians, warehouses, purchase requests, replenishment, and distributor ordering.

Why you want it

  • Technicians can request equipment before they run out.
  • Inventory managers can approve requests and turn them into purchase orders.
  • Replenishment rules help keep the right people stocked with the right equipment.
  • Equipment Templates become available, so you can define base, minimum, and default vendor stocking levels for technician trucks and warehouses.

Some features are only available with Inventory+ enabled. Equipment Templates is one of them — the Equipment Templates card is hidden from Admin and the page returns a permission error if Inventory+ is off.

Enable Inventory+

  1. Go to Admin → Account Management → Add-ons.
  2. Find Inventory+.
  3. Click Enable.
  4. Read the billing confirmation.
  5. Click Confirm.

Set up inventory after enabling

  1. Go to Admin → Equipment & Inventory.
  2. Confirm your equipment catalog is current.
  3. Configure equipment vendors if your company uses vendor-backed ordering.
  4. Use Company Inventory → Purchase Orders and Purchase Requisitions to review equipment requests and orders.
  5. Use Company Inventory → Replenishment to manage replenishment workflows.
  6. Direct users to Home → My Inventory for personal inventory, purchase requisitions, transfers, physical inventory, and spillage.

Disable Inventory+

  1. Go to Admin → Account Management → Add-ons.
  2. Find Inventory+.
  3. Click Disable.
  4. Click Confirm.

Warning. Disabling Inventory+ can affect purchase requests, replenishment, and advanced inventory workflows. Existing inventory records remain in SecurityTrax.

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