Physical Inventory
Requires. Administration Page and Inventory Management / Assignments with Modify.
Physical inventory is the periodic audit where your team physically counts every equipment item on every tech truck and in the warehouse, then reconciles those numbers against SecurityTrax's records. Discrepancies turn into spillage entries or manual ledger adjustments.
Getting here
- From Admin, click Physical Inventory.
- Or go directly to
https://portal.securitytrax.com/acme/admin/physical-inventory.
The workflow
- Open a count session — name it (e.g. "Q3 2025 audit") and choose the date.
- Assign scopes — which users / locations are in this session. Each scope gets a dedicated count entry form, reachable by those users through My Inventory → Count inventory.
- Users submit their counts — each user confirms or corrects the SecurityTrax count for every item they're responsible for.
- Reconcile — admins review submitted counts, approve them, and either accept the new numbers or investigate discrepancies.
- Close the session — SecurityTrax writes ledger entries for every adjustment, and the session locks against further edits.
Related
- My Inventory — Count inventory — the tech-facing count entry flow.
- Spillage — the auto-generated entries for downward discrepancies.
- Equipment Ledger — where adjustment entries end up.