Manual-Inventoria
Introduction
Thank you for installing Inventoria.
Inventoria is a professional stock management software for Windows and Mac OS X that allows you to manage inventory in one or several locations.
Features
• Simple, easy to use interface
• Monitor stock levels, costs and averages with easy to create reports
• Set low level stock warnings so you know when to reorder
• Transfer stock between locations with a few clicks
• Maintain a database of suppliers and customers
• Group common items into categories for easy stock management
• Create purchase orders and email them directly to your vendors
• Set-up recurring orders and have them sent automatically
• Add notes, URLs and photos to item description
• Scan in barcodes
• See product history of when items have been received or sold
• Have multiple users access the data via a web interface with just a single installation
• Restrict user access and powers (when used with web interface)
System Requirements
• Windows 98/2000/XP/2003/Vista/7/8
• Internet Connection (for sending reports by email)
• Printer (for printing reports)
How to Logon
• Enter your Email address along with the password and click on Logon.
• If you have forgotten your password, click the forgot your password? link below the password field. After filling out your registered email address, a new password will be sent to you by email.
Password Management
How to change your password
1. First, login to your account and click the "change password" link on the main page.
2. Enter your current password.
3. Enter the new password you wish to use.
4. Re-enter the new password to confirm it.
5. Click OK to finish.
Retrieve Your Password
Just click on "Forgot your password?" link on the login page, enter your email address and click Ok. An email containing your reissued password will be sent to your email box. For security reasons, your password will be reset every time that you retrieve your password.
Getting Started
• After you first install Inventoria the startup wizard will run. This will prompt you for your company name, which will appear on top of all your reports.
• After the startup wizard has run you should be able to add/purchase/sell items. All defaults should work "out of the box". Click on the Add New Item option and add your first test item.
• When you have added your first item you can go back and fine tune Inventoria using the configuration Options (from the Tools menu). This lets you setup more detail about your business, tax rates etc.
Data Backup and Restore
It is essential to back up your Inventoria data often in the event that you lose data. Inventoria gives you several options for backing up your data, and makes it easy to restore your data when you need it.
To back up data, click the Tools menu and select Back Up Data. Select a method for backup depending on how you would like to access the data later on.
To restore data, click the Tools menu and select Restore Data. Confirm you want to restore, and browse to the location of your backup file.
See also:
Backup in the Screen References section
It is essential that you backup your data regularly just in case something goes wrong. Please select one of the options below.
Backup Option
Backup to a Network Folder
This is a good option if you are working in an office. Ask your Network Administrator to create a safe folder on the shared server. Select this folder and click Backup. The entire Inventoria folder will be copied to that folder. If something goes wrong (like a hard drive crash) you just copy back the folder and everything will be restored.
Backup to a CD or DVD with Express Burn
Select this option to Burn all the data to disc. Inventoria links to Express Burn to do this. See Express Burn for more information.
Backup to a Removable Drive
As an alternative use this option to backup to an external USB hard drive or USB key flash drive. Please consider using MEO to encrypt the files if using removable media.
Backup Schedule
The backup can be scheduled to run at the same time every day.
Find Item
• Use this window to find an item from the list. To open the Find Item dialog, either select Find Item from the Inventory menu, or press Ctrl+F.
• An item can be found by typing a code or description into the Find Item window.
• If the first item returned in list does not match your expectation, you can cycle to the next item in the list by selecting Find Next Item from the Inventory menu, or by pressing F3 on the keyboard.
•
Keyboard Shortcuts
The following list shows shortcuts for the most common tasks used in Inventoria:
• New Item Ctrl+N
• Edit Item Ctrl+E
• Duplicate Item Ctrl+D
• Delete Items Delete
• Find Item Ctrl+F
• Find Next Item F3
• Open Web Access Ctrl+W
• Access Program Options Ctrl+O
• Open Help Documentation F1
• Exit (Turn Off) Inventoria Alt+F4
Software License Terms
• The copyrights in this software and any visual or audio work distributed with the software belong to NCH Software and others listed in the about box. All rights are reserved. Installation of this software and any software bundled with or installed-on-demand from this software is licensed only in accordance with these terms.
• By installing, using or distributing this software you, on your own behalf and on behalf of your employer or principal, agree to be bound by these terms. If you do not agree to any of these terms, you may not use, copy, transmit, distribute, nor install this software - return it to the place of purchase within 14 days to receive a full refund.
• This software, and all accompanying files, data and materials, are distributed "as is" and with no warranties of any kind, whether express or implied except as required by law. If you intend to rely on this software for critical purposes you must test it fully prior to using it, install redundant systems and assume any risk.
• We will not be liable for any loss arising out of the use of this software including, but not limited to, any special, incidental or consequential loss. Your entire remedy against us for all claims is limited to receiving a full refund for the amount you paid for the software.
• You may not use this software in any circumstances where there is any risk that failure of this software might result in a physical injury or loss of life. You agree to indemnify us from any claims relating to such unauthorized use.
• You may copy or distribute the installation file of this software in its complete unaltered form but you may not, under any circumstances, distribute any software registration code for any of our programs without written permission. In the event that you do distribute a software registration code, you will be liable to pay the full purchase price for each location where the unauthorized use occurs.
• Use of data collected by the software is subject to the NCH Software Privacy Statement which allows automatic anonymized collection of usage data and email addresses in limited circumstances.
• The contract arising out of this agreement is governed by the laws and courts of the Australian Capital Territory.