Documentation

Equipment Catalog

Requires. Equipment with View for the list. Modify is required for create/edit. Works without enhanced inventory — basic equipment tracking is always on.

The master catalog of every equipment item your company stocks, sells, or installs — panels, sensors, keypads, cameras, accessories. Techs' personal inventory counts, customer-equipment records, purchase orders, and spillage entries all reference items in this catalog.

Getting here

  • From Admin, click Equipment.
  • Or go directly to https://portal.securitytrax.com/acme/admin/equipment.

The list

Shows every equipment item with its name, type, SKU, vendor, current company-wide on-hand count, and price fields. Filter by equipment type, vendor, or active status.

Import equipment

Route: admin.equipment.import.

Use Import when you need to add or update many equipment catalog rows from a spreadsheet instead of editing one item at a time. The import page accepts a structured file, validates the rows, and reports any rows that could not be imported.

Typical import workflow:

  1. Prepare the equipment spreadsheet using your current catalog naming, equipment types, vendors, costs, and prices.
  2. Open Admin → Equipment → Import.
  3. Upload the file.
  4. Review validation errors if SecurityTrax reports any failed rows.
  5. Correct the spreadsheet and re-upload only the rows that need another attempt.

Heads up. Import error downloads are helper files produced by the import workflow. They are not separate documentation pages in Help.

Edit form

Field Required? Type Validation Notes
Name Yes Text Unique The item name users pick from.
Equipment type Yes Select An active Equipment Type Rolls up into reporting.
SKU / part number Optional Text — Your vendor's identifier.
Primary vendor Optional Select An active Equipment Vendor Who you buy this from.
Cost Optional Decimal ≥ 0 What you pay the vendor.
Customer price Optional Decimal ≥ 0 Default sale price (customer can be given a specific price on the sale).
Part of collection No Checkbox — Marks this item as a container — e.g. a "starter kit" that bundles other equipment. Collection items don't have their own stock.
Active Yes Checkbox — Inactive items stay on existing records but don't appear on new purchases.

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