6) Adding Equipment

Enter each individual piece of equipment you install in SecurityTrax. This will allow you to easily move pieces to Technicians or Office Locations so your staff, Sales Reps, and Technicians always know what equipment you sell, how many of each piece is on hand, and where it's located. You can also create Equipment Packages (to be discussed in the next step).
 

A spreadsheet of all pieces of your Equipment can be uploaded into SecurityTrax. Submit a SecurityTrax Ticket (Step 2 of the Quick Start Guide). Hourly rates may apply.

To add individual pieces of Equipment follow the steps below.
 

REMINDER: All BOLD fields are required in order to save.
 

• Click on the Administration tab
   
• Click Equipment under Inventory & Equipment
   
• Click Add Equipment
   
• Type a name for the piece of Equipment
   

Manufacturer

Company who makes the piece of equipment.
 

Drop Down Menu Next to Manufacturer

Disregard this item.
 

Cost

The cost to your business for the individual piece of Equipment.
 

Installation Cost

The cost to your business for the installation of the piece of Equipment.
 

Point Value

Assign a value to each piece of equipment to assist with calculating commissions based on your point system.
 

Par Value

Similar to Point Value. It's not required to enter a value.
 

Wiretype

Is the piece of Equipment Wireless or Hardwired.
 

Active

Check to make the piece of Equipment show up in drop down lists when adding equipment to a Customer.
 

Default Vendor

Identify which vendor you'd use to purchase the piece of Equipment. If you use multiple Vendors for the same piece of Equipment you'll need to create a new piece of Equipment in SecurityTrax for each Vendor.
 

SKU / UPC

Enter the SKU and/or UPC number for the piece of Equipment here.
 

Model

Enter the Model number of the piece of Equipment here.
 

Retail Value

Enter the amount you'll be charging your Customers for this piece of Equipment.
 

Install Bonus

Enter an amount your Technician could receive for installing the piece of Equipment.
 

Device Count

Field which can be used to assign 'points' or a 'count' to a piece of equipment to help with payroll calculations (For example, some equipment may be more difficult to sell or install. Additional values can be entered here). Could also be used for Equipment reporting purposes. Open to individual company usage.
 

Is Collection

Check if this piece of Equipment is a Collection (or Kit).
 

Items

This button shows up after a piece of Equipment is saved when the 'Is Collection' checkbox is checked. Designate the quantity of each piece of Equipment in the Collection (or Kit).
 

Automated Inventory Features (see Onboarding: Defintions)

Fulfillment Part

Replenish this specific piece of Equipment by ordering a Collection (or Kit) as opposed to buying the piece of Equipment a la cart. If a value is selected in this drop down menu then the 'Is Collection' checkbox CANNOT be checked. (See Onboarding definitions for 'Collection' or 'Kit').
 

Disable Auto Replenish

SecurityTrax can be configured to automatically order pieces of Equipment if a Technicians level of Equipment has dropped to a User-defined quantity. When this box is checked those automatic shipments will be turned off.
 

Disable Base Adjustment

SecurityTrax can identify how much a particular piece of equipment is being used and automatically adjust the quantity that is ordered and shipped from the default vendor(s). Checking this box will require SecurityTrax to only use the User defined base amounts instead of automatically adjusting amounts.
 

Fulfillment Sequence

If you have two different pieces of Equipment which are part of Automatic Replenishment, and one of the pieces is part of a Collection (or Kit), you'll want to set the Fulfillment Sequence for the piece of Equipment in the Collection or Kit as '1' and the other piece of equipment as '2'. This allows the Collection or Kit to replenish the second piece of Equipment without needing to order a set of the second piece of Equipment, which would create a double order of Equipment.
 

• Click Save
   
• Complete the steps in this section of Onboarding for each piece of equipment you sell.