Getting Started

Quick Start Guide

Welcome to Invy! This guide will walk you through the three essential steps to get your inventory under control.

1. Set Up Your Locations

Before you can add items, you need to tell Invy where they live.

• Navigate to System Settings → Locations.
• Create a Department (e.g., “Engineering” or “Warehouse A”).
• Add Locations within that department (e.g., “Tool Crib 1” or “Main Floor”).
• You can even add specific Bins or Shelves for granular tracking.

2. Create Your First Item

An “Item” in Invy is a template or category for a specific type of asset.

• Go to the Inventory page.
• Click Add New Item.
• Enter the basic details: Name, Category, and Description.
• Optional: Set a reorder level to get alerted when stock is low.

3. Add Assets (Units)

Now, add the actual physical units you have in stock to the locations you created.

• From the Item page, find the Locations section.
• Click Add to Location.
• Select the destination and the quantity you are adding.
• If the item is trackable, Invy will automatically generate unique QR codes for each unit.

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Mastering the Workflow

Moving Items

Need to transfer equipment to another site?

• Use the Move action on any asset.
• Select the destination location and quantity.
• Invy updates all stock levels and records the move in the Audit Logs instantly.

Lending Assets

Checking out equipment to a team member?

• Use the Lend action on the item.
• Select the user and the return date.
• The user receives an email confirmation, and the asset’s status changes to “Lent”.

Reporting Damage

Found a broken tool?

• Scan the QR code or find the asset in the list.
• Click Report Damage.
• Add photos and a description. The maintenance team will be notified immediately.

Next Steps

Now that you’ve mastered the basics, explore our advanced features:

• Setting Up Role-Based Permissions
• Generating Enterprise Reports
• Automating Maintenance Schedules

Need help? Contact our support team at support@invysys.io.