Getting Started4 steps
Sign in and create your organization
Start MyInvy, create the first organization, add a primary location, and decide whether to import inventory during setup.
Owner
Read guideHelp Center
How-to guides for MyInvy workflows
Find step-by-step help for setup, inventory management, counting, replenishment, employees, settings, billing, support, and reference workflows.
Browse by category
Start with the workflow area closest to the job you are trying to finish.
3 guides
Getting Started
Set up MyInvy, join an organization, find dashboard tools, and learn where to get help.
4 guidesInventory Setup
Create locations, stocking areas, items, suppliers, categories, units, imports, and inventory rules.
3 guidesCounting
Run mobile counts, manage count schedules, review count history, and confirm latest count snapshots.
2 guidesReplenishment
Plan replenishment orders, create transfer drafts, assign lists, and record fulfillment quantities.
1 guideTeam & Admin
Invite teammates, assign roles, limit location access, resend invitations, and remove access.
2 guidesBilling & Settings
Manage profile details, organization settings, passwords, plan status, billing, and subscription changes.
1 guideSupport & Reference
Use the glossary, browse help content, and submit support tickets with the details support needs.
16 guides found
Getting Started3 steps
Accept an organization invitation
Join an existing MyInvy organization from an invitation link and resolve account mismatch prompts safely.
ManagerEmployee
Read guideGetting Started4 steps
Use the dashboard, navigation, and help links
Find role-specific dashboard tools, expand sidebar groups, open guides or support, and sign out from the app shell.
OwnerManagerEmployee
Read guideInventory Setup6 steps
Create locations, stocking areas, and item assignments
Set up physical locations, organize stocking areas, assign items, and manage item placement for counts and inventory.
Owner
Read guideInventory Setup5 steps
Manage categories, suppliers, and units of measure
Maintain the reference data used to organize items, assign suppliers, and define how quantities are counted.
Owner
Read guideInventory Setup6 steps
Add, edit, bulk update, import, and export items
Create tracked items manually, manage item columns and bulk actions, import inventory files, and export item data.
OwnerManager
Read guideInventory Setup4 steps
Review inventory levels and quick-edit quantities
Use Inventory to scan on-hand quantities, low-stock status, stocking-area quantities, thresholds, and location-level values.
OwnerManagerEmployee
Read guideCounting5 steps
Run an inventory count
Start or resume a count session, enter quantities, handle threshold-only items, queue offline progress, and complete the session.
OwnerManagerEmployee
Read guideCounting5 steps
Create and manage count schedules
Define recurring item groups for counts by location, day, stocking area, supplier, or existing schedule coverage.
OwnerManager
Read guideCounting4 steps
View count history and latest count snapshots
Review completed count sessions, inspect session detail, and use the latest read-only snapshot for recent quantities.
OwnerManagerEmployee
Read guideReplenishment5 steps
Create replenishment and transfer drafts
Use the replenishment planner to turn critical low stock into supplier orders or warehouse transfer drafts.
OwnerManagerEmployee
Read guideReplenishment4 steps
Fulfill replenishment and transfer lists
Update received or moved quantities, assign ownership, confirm fulfillment time, and mark lists fulfilled or partially fulfilled.
OwnerManagerEmployee
Read guideTeam & Admin5 steps
Invite and manage employees
Invite teammates, assign roles, limit location access, resend invitations, and remove access when appropriate.
OwnerManager
Read guideBilling & Settings5 steps
Update profile and organization settings
Keep profile details, password access, organization information, assigned-location visibility, and glossary access current from Settings.
OwnerManagerEmployee
Read guideBilling & Settings5 steps
Manage plan and billing
Review plan status, refresh billing, open the billing portal, select available plans, and handle App Store managed subscriptions.
Owner
Read guideSupport & Reference5 steps
Use the glossary, how-to guides, and support tickets
Search MyInvy terminology, browse workflow guides, and submit support tickets with the details support needs.
OwnerManagerEmployee
Read guide