Guide category
Inventory Setup guides
Create locations, stocking areas, items, suppliers, categories, units, imports, and inventory rules.
What these guides help with
Use these guides when you are replacing spreadsheets or cleaning up item data. They cover the structure that supports accurate inventory management: locations, stocking areas, items, suppliers, categories, units, imports, and assignment rules.
Each guide links the workflow goal to the role that usually performs it, the setup details required beforehand, and the success state to confirm when the work is complete.
Prioritize this category when item lists are inconsistent, multiple storage areas need separate totals, or spreadsheet imports need validation before staff begin live counts.
If you are evaluating inventory software, this category also shows how MyInvy handles the operational details behind the feature name. Look for the screenshots, prerequisites, common errors, and related glossary links to understand how the workflow fits into mobile counting, multi-location tracking, low-stock review, replenishment, and team access.
Owners can use this category to document the process for new staff, and managers can use it as a quick reference when checking whether a workflow was completed correctly. Revisit it when roles, locations, plan limits, or operating routines change.
4 guides
Review the guides below when you need step-by-step instructions, screenshots, prerequisites, common errors, and related glossary terms for this part of the inventory workflow.
Create locations, stocking areas, and item assignments
Set up physical locations, organize stocking areas, assign items, and manage item placement for counts and inventory.
Manage categories, suppliers, and units of measure
Maintain the reference data used to organize items, assign suppliers, and define how quantities are counted.
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.
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.