Getting Started (Quickstart)

This is the fastest “happy path” to get value from InvyMate in under 30 minutes.

What you’ll accomplish

• Import (or create) a clean asset register
• Add people and assignments
• Print QR labels
• Run your first inventory session and download a report

Step 1 — Set up your workspace (Owner)

Go to Configuration → Workspace:

• (Optional) Enforce assigning a person when creating an item
• (Optional) Automatically complete a session when all items are scanned
• (Optional) Mark unscanned items as Lost when a session is completed
• (Optional) Allow reactivating retired assets back to in_stock (Owner/Admin)

Step 2 — Create categories and locations

Go to Configuration → Categories:

• Add categories (e.g., Laptops, Monitors, Phones)
• Set a default category (optional)
• Set a prefix for tags (if you use a prefix-based convention)

Go to Configuration → Locations:

• Add locations (e.g., HQ, Warehouse, Remote)
• Set a default location (optional)

Optional (recommended before import): define any Custom Fields you plan to use in CSV files (for example cost center, serial, or department code).

Step 3 — Add assets

Option A: Import assets via CSV (recommended)

Go to Assets → Import (/assets/upload) and upload a CSV.

Mandatory columns:

• name
• category
• location

Optional columns:

• status (e.g., in_stock, active, maintenance, lost, retired)
• description
• assignedTo (person email)
• custom fields

Tip: if your CSV includes custom columns, create those Custom Fields first so mapping is straightforward.

Option B: Create assets manually

Go to Assets → Add New Item and fill in:

• Name, Category, Location
• Status + Condition
• (Optional) Purchase date, warranty end date, price + currency
• (Optional) Description, images, custom fields

Step 4 — Add people

Option A: Import people via CSV

Go to People → Upload CSV (/people/upload).

Mandatory columns:

• fullName
• email

Optional:

• phone, department, notes
• custom fields

Tip: create people Custom Fields before upload if you want to map extra columns in one pass.

Option B: Add people manually

Go to People → Add Person.

Step 5 — Assign assets

You can assign during asset creation/editing, import assignment by email, or assign from an asset/person view.

Step 6 — Print QR labels

Go to Configuration → QR Labels:

• Create or edit a label template
• Set a default template

Then open an asset and use the QR/label action to download/print labels, or use bulk actions on the Assets page by selecting multiple items.

Step 7 — Run an inventory session

Go to Inventory Checks:

1. Create a session
2. Start it to generate the expected list
3. Scan items and capture updates
4. Complete the session to apply changes

When completed, request a report download.