Purchase Requisitions & Orders

The POs tab is where a tech asks for more equipment and watches those requests become orders. Two related things live on this page, stacked top-to-bottom:

• Purchase Requisitions (PRs) — your request for equipment. A PR is a wish list: "I need three motion sensors and a keypad." Submitting a PR sends it to the inventory manager for approval; nothing is actually ordered until they act on it.
• Purchase Orders (POs) — the orders that get placed with a vendor on your behalf. When an inventory manager approves a PR, SecurityTrax creates a matching PO that lives on this page until the equipment arrives and you receive it.

Note. "POs" in SecurityTrax is short for Purchase Orders. There is no point-of-sale feature in the app — techs handing equipment to a customer at install time record that through the customer's Equipment tab, not here.

Getting here

• From any inventory page, click the POs tab in the inventory sub-nav.
• Or navigate directly to https://portal.securitytrax.com/{your-company}/home/inventory/pos.

Page layout

When purchase requisitions are enabled for your company, the page is divided into two sections by a horizontal separator: the top half is about Purchase Requisitions and the bottom half is about Purchase Orders. If purchase requisitions are not enabled, the entire Purchase Requisitions section is hidden and the page shows only Purchase Orders.

Purchase Requisitions (top half)

Note. The Purchase Requisitions section only appears when purchase requisitions are enabled for your company in your inventory settings. If you don't see it, contact SecurityTrax support to turn it on.

The heading reads "Purchase Requisitions" with a short explainer directly below: "Purchase requisitions are used to request equipment from your inventory management team. If approved, the purchase requisition will be converted to a purchase order."

On the right of the heading, a primary-colored + New Purchase Requisition button — visible only if purchase requisitions are enabled for your company and your account has Can Create Purchase Requisitions.

Below the heading is a three-position toggle that filters the PR list by status:

• Open — PRs you're still working on. Not yet submitted.
• Submitted — PRs you've sent for approval but the inventory manager hasn't acted on yet.
• Closed — approved PRs that have been converted to a PO, and any rejected or cancelled PRs.

The list itself is a table with three columns:

Creating a new PR — step by step

1. Click + New Purchase Requisition. A confirmation modal opens with the heading "Create a new purchase requisition".
2. Read the note: "If you already have an open purchase requisition you can add additional items to it until you submit it."
3. Click Continue to create the empty PR, or Cancel to back out.
4. SecurityTrax creates the PR with status Open and redirects you to its detail page.
5. On the detail page, add equipment line items (type and quantity), then click Submit for Approval when you're ready to send it to your inventory manager. See Pending Equipment Detail for the full detail-page reference.

Tip. The modal's reminder is genuine — if you already have an open PR you haven't submitted yet, it's usually better to add to it than to start a fresh one. Your inventory manager will see fewer PRs to review, and you'll keep related items together.

Purchase Orders (bottom half)

Same shape as the PRs section, but simpler. The heading reads "Purchase Orders" with the explainer: "Purchase orders contain equipment that has been ordered for you. You can click on the purchase order to view the details."

There's no New button here — you don't create POs directly. They show up automatically when:

• An inventory manager approves one of your PRs, converting it to a PO, or
• An admin creates a PO directly against you (e.g. for routine stocking).

Below the heading is a two-position toggle:

• Open — POs that aren't fully received yet.
• Closed — POs that have been fully received, or cancelled.

The table columns are the same as the PR section: Created, # (items | total), and ID with the fulfillment badge.

Working a PO

Click a PO's ID link to open its detail page (see Pending Equipment Detail). That's where you record that equipment has arrived — either one line at a time with Receive Equipment, or all at once with Receive All Equipment if the full shipment came through.

Typical PR → PO flow

Here's how a request moves through the system end-to-end:

1. You create a PR. Status: Open.
2. You add line items to it on its detail page. Still Open.
3. You submit it for approval. Status: Submitted. (It now appears on your inventory manager's admin queue.)
4. Your inventory manager approves it. SecurityTrax creates a matching PO and closes the PR. The PR's status becomes Closed; a new PO appears under the Purchase Orders section with status Open. Inventory managers review company-wide PRs from Company Inventory → Purchase Requisitions.
5. The inventory team sends the PO to a vendor (that part happens outside SecurityTrax).
6. Equipment arrives. You open the PO and click Receive Equipment for each line item as items come in.
7. Once every item is received, the PO's status becomes Closed and it moves to the Closed filter on the bottom section.

If a PR is rejected, it closes without creating a PO. Check the PR detail page for the reason, which should have been recorded when the reviewer rejected it.

Related

• Pending Equipment Detail — the per-PR / per-PO detail page you open from this list.
• My Inventory Overview — the main equipment list; on-order counts come from open POs here.
• Transfers — the other way to get equipment (from a peer, not from a vendor).
• Spillage — the tab for logging damaged or missing equipment.