Getting Started
This guide covers the fastest path from a spreadsheet or ad-hoc register to a clean, audit-ready workspace in InvyMate.
What you will do first
- Set up categories and locations
- Add or import assets
- Add people and assignments
- Print QR labels
- Run your first inventory session
Step 1: Set up your workspace basics
Before adding records, define the structure your team will use every day:
- categories such as laptops, monitors, phones, or tools
- locations such as HQ, storage, branch office, or remote
- owner/admin access for the people managing the workspace
If you already have naming conventions in spreadsheets, keep them consistent here. It makes imports, filtering, and reporting much easier later.
Step 2: Add your first assets
You can start in one of two ways:
- create a few assets manually if you want to learn the workflow first
- import a CSV if you already have a spreadsheet
For each asset, make sure the name, category, location, and current lifecycle status are accurate. If assets are already issued to people, record those assignments from the start.
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Step 3: Add people and assignments
Create people records for employees, contractors, or any other assignees. Then assign equipment to the right person so you can answer ownership questions quickly during audits, support requests, and offboarding.
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Step 4: Print labels
Once assets are in the system, create or select a QR label template and print labels for the equipment you want to scan in the field.
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Step 5: Run your first inventory session
Use an inventory session to verify what is physically present, record any corrections, and produce a report your team can act on.
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