Documentation

Equipment Ledger

Requires. Administration Page and Inventory Management / Assignments with View.

The Equipment Ledger is the immutable audit log of every change to equipment counts anywhere in your company — purchase orders received, transfers completed, customer-equipment sales, spillage entries, manual adjustments. Every row shows who, what, when, how much, and the resulting balance.

Getting here

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

Filters

Field Type Notes
Equipment Select Drill into one item's history.
User / location Select Whose counts were affected.
Transaction type Multi-select PO receipt, transfer, customer sale, spillage, adjustment.
Date range Date When the transaction happened.

Columns

Each row shows the timestamp, transaction type, equipment, quantity delta (+ or −), the user/location affected, the resulting balance, and a link to the source document (PO, transfer, etc.).

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