Help Center

Everything you need to know about managing equipment, creating requests, dispatching loads, and configuring your Equipit system.

1

Getting Started

Set up your system and understand user roles

First-Time Setup

The first person to register becomes the Administrator and creates the first depot site. The first depot site is marked as First Site and cannot be deleted.

  1. 1 Go to Register
  2. 2 Enter your name, email, and password (8+ chars)
  3. 3 Name the first depot site (e.g. "Manchester Depot")
  4. 4 Submit — you're automatically logged in as Admin

Subsequent Registration

New users are placed in Pending status. An admin must approve the account before they can log in.

  1. 1 Go to Register and select your depot
  2. 2 Fill in your details and submit
  3. 3 Wait for an administrator to approve your account
  4. 4 Once approved, log in

User Roles

Admin

Full access. Manage users, settings, depots, all CRUD.

Manager

Create/edit equipment, templates, requests.

User

View dashboard and requests. Fulfill requests, search, view details, and edit dispatch notes.

Security

Access dispatch only. View fulfilled and dispatched requests from assigned depot and scan barcodes at gate.

2

Dashboard

Overview and quick actions

The Dashboard is your main landing page after login. It shows requests planned for a selected date. Use the date picker to browse different days — it defaults to today's date. Managers can plan days or weeks ahead by setting the Date Planned when creating requests. Search by reference number using the Search by ref field.

  • Stats Cards — Total, Pending, Fulfilled, and Dispatched counts at a glance
  • Requests Planned by Date — Table of requests for the selected date, with PDF download
  • Search — Search by 6-character reference number across all requests

Dashboard showing stats cards, search bar, and planned requests list filtered by date

3

Equipment Types

Manage equipment types

Equipment types define the items allocated to requests. These are fully dynamic. The system seeds common types: Roll Cage, Full Tray, Half Tray, Black Base, and Green Base. Use npm run seed to re-run the seeder (it skips existing types).

Trailer Types let you configure trailer-specific equipment capacities. Create trailers with equipment allocations, used alongside templates for request planning.

  • View — All users can view the list
  • Add — Managers and Admins can create new types
  • Edit — Update name or description
  • Delete — Admins and Managers can delete types (Admins only for trailers)

Equipment Types list page with Add/Edit/Delete buttons

4

Templates

Reusable equipment sets for suppliers

Templates are reusable equipment allocations assigned to specific suppliers. When creating a request, you must select a template — the equipment list is drawn entirely from the template.

  1. 1 Create a template with a name, optional supplier, and equipment
  2. 2 When creating a request, select the template — it pre-fills the equipment
  3. 3 The template's equipment and quantities are used as-is

Templates list page showing template cards with equipment breakdown

5

Requests

Create, fulfill, and track

Browsing Requests

The Requests page lists all equipment requests. Use the Search by ref field to find requests by their 6-character reference number. Use the All dropdown to filter by Unfulfilled, Fulfilled, or Dispatched.

Creating a Request

A request represents an equipment allocation with a unique 6-character alphanumeric number (auto-generated or manually entered). Only Admins and Managers can create requests.

  1. 1 Go to Requests and click New Request
  2. 2 Enter a custom number (6 chars) or leave blank to auto-generate
  3. 3 Enter a supplier name
  4. 4 Select a template (required) — the equipment list is drawn from the template
  5. 5 Select the depot site
  6. 6 Set the Date Planned — defaults to today, but can be set days or weeks ahead for planning
  7. 7 Click Create

New Request form with template selection, depot dropdown, planned date, and supplier fields

Fulfilling a Request

Admins, Managers, and Users can fulfill requests. Both Box Number and Bay Number are required for storage location tracking. If either field is left empty, an error message is displayed on the page. The fulfillment date is automatically set to today. A Dispatch Advice Note PDF is generated with equipment allocation, storage details, and a QR code for gate scanning.

Fulfillment form showing the Box Number and Bay Number fields

Viewing & Editing Requests

Once a request is fulfilled, the View button opens the Dispatch Advice Note PDF. The Edit button allows Admins, Managers, and Users to update the Box Number and Bay Number — the PDF is automatically regenerated with the new values. Dispatched requests cannot be edited. Security users cannot edit dispatch details. Box and Bay Numbers only accept uppercase letters, digits, and hyphens.

6

Security Dispatch

Gate barcode scanning

Security users are restricted to viewing fulfilled and dispatched requests from their assigned depot (set by an Admin). Pending requests are not shown. The dispatch page only shows recent fulfilled and dispatched requests for that depot. Admins and Managers can also access the dispatch page and see all request statuses. Non-security users (Admin, Manager, User) can update dispatch details (box and bay numbers) on fulfilled requests from the Requests page, which regenerates the PDF. Dispatched requests are locked and cannot be edited.

  1. 1 Log in with a Security role account
  2. 2 You're automatically redirected to the Dispatch page
  3. 3 Use a barcode scanner or type the 6-character code
  4. 4 Click Dispatch or press Enter
  5. 5 A success message confirms the dispatch

Only requests in Fulfilled status can be dispatched. Pending requests must first be fulfilled.

Security Dispatch page with barcode input field and depot-filtered requests table

7

User Management

Admin approval and settings

Managing Users

Administrators can manage all user accounts from the Users page — approving pending registrations, changing roles, assigning depots for security users, and removing users.

  • Approve — Activate a pending user
  • Deny — Reject a pending user
  • Change Role — Switch between User, Manager, Security, Admin
  • Assign Depot — Set a depot for Security users (they'll only see requests for that depot)
  • Delete — Remove a user (admins can't delete themselves)

User Management page showing user table with role dropdowns and Approve/Deny buttons

Email Domain Settings

Restrict registration to specific email domains. Useful for corporate environments.

  1. 1 Go to Settings in admin navigation
  2. 2 Enter one domain per line (e.g. company.com)
  3. 3 Leave empty to allow all domains
  4. 4 Click Save Configuration

Domain restrictions only apply to new registrations. The first admin user bypasses them.

Settings page showing domain configuration textarea

8

Cookies & Privacy

How we handle cookies and your data

What Cookies Does Equipit Use?

Equipit uses one single cookie — an authentication token that keeps you signed in while you use the application. There are no tracking cookies, analytics cookies, advertising cookies, or third-party cookies of any kind.

  • Auth Token (name: token) — Stores your encrypted login session. Expires after 7 days of inactivity.
  • Consent Preference (name: equipit_cookies_accepted) — Remembers whether you accepted the cookie banner. Expires after 1 year.

Cookie Security

  • HttpOnly — The auth cookie cannot be read or modified by JavaScript running in the browser. This prevents XSS-based cookie theft.
  • Secure — In production, the cookie is only sent over HTTPS. It will never be transmitted over an unencrypted connection.
  • SameSite — The cookie is only sent when navigating to Equipit directly from within Equipit. External sites cannot forge requests using your session.

Cross-Origin Access (CORS)

CORS (Cross-Origin Resource Sharing) controls which external websites or applications can communicate with the Equipit server. The administrator configures this via the CORS_ALLOWED_ORIGINS environment variable — typically set to the Equipit application URL itself. This prevents external websites from making API calls to your Equipit instance.

The auth cookie is protected by sameSite, which means it is only attached to requests originating from the same Equipit domain. Combined with CORS restrictions, this creates a strong defence against cross-site request forgery and session hijacking.

Your Consent

When you first visit Equipit, a banner appears explaining the cookie usage. You can Accept or Decline. Either choice stores a simple preference cookie so the banner doesn't reappear on every visit. You can clear your browser cookies at any time to reset this choice.

Equipit does not collect personal data beyond what you provide during registration (name, email, depot assignment). No data is shared with third parties. No analytics or tracking scripts are loaded.

Quick Reference

Request Numbers

6-character alphanumeric. Uses A-Z, 2-9 (excludes 0, O, I, 1 to avoid confusion).

Status Flow

Pending → Fulfilled (PDF generated) → Dispatched (locked). Irreversible.

PDF Reports

Auto-generated on fulfilment. Includes request details, equipment table, and barcode.

Barcode Scanning

Use any USB barcode scanner at the gate. Scanners input code + Enter automatically.