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
Company who makes the piece of equipment.
Drop Down Menu Next to Manufacturer
Disregard this item.
The cost to your business for the individual piece of Equipment.
The cost to your business for the installation of the piece of Equipment.
Assign a value to each piece of equipment to assist with calculating commissions based on your point system.
Similar to Point Value. It's not required to enter a value.
Is the piece of Equipment Wireless or Hardwired.
Check to make the piece of Equipment show up in drop down lists when adding equipment to a Customer.
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.
Enter the Model number of the piece of Equipment here.
Enter the amount you'll be charging your Customers for this piece of Equipment.
Enter an amount your Technician could receive for installing the piece of Equipment.
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.
Check if this piece of Equipment is a Collection (or Kit).
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)
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.
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.