Guides

Common tasks and where to find them.

Start by aligning the team on names, currency, and access.

1. Open Team Settings from the main navigation.
2. Confirm the team name and default currency.
3. Invite teammates and assign roles.
4. Enable the activity log if you need audit history.

Catalog items standardize naming, pricing, and unit conversions.

1. Add a clear item name and catalog number.
2. Set the default unit and conversion factor.
3. Choose a preferred distributor and add a link if needed.
4. Define warning thresholds and pricing.
5. Add tags and notes for handling or storage tips.

Capture new stock with clear ownership, storage, and expiration tracking.

1. Create or select the catalog item.
2. Assign a location and project if the stock is dedicated.
3. Enter quantity, unit of measure, and cost details.
4. Add expiration dates, tags, and notes if needed.
5. Save and print a sticker for scanning.

Stickers make scanning fast and reduce manual entry errors.

Use the scanner to log usage quickly and keep project budgets accurate.

1. Open the scanner from the main navigation.
2. Scan the inventory sticker or search the item.
3. Select the project and confirm the quantity consumed.
4. Review tags or notes if the item has special handling.
5. Submit to log consumption and update stock instantly.

Keep inventory accurate when items move or quantities change.

1. Open the inventory record you need to update.
2. Edit location, quantities, expiration dates, or notes.
3. Save changes to update reports and audit trail.

Project views combine stock, consumption, and upcoming expirations.

1. Review project stock to catch low inventory early.
2. Use consumption and expense charts to track spending.
3. Check expiring items to reduce waste.
4. Add stock directly to the project when needed.