Stockroom
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Manual

The A9 Stockroom manual

Find out how to do your job in A9 Stockroom without asking anyone. Every task has numbered steps and a picture of the screen.

Start with your job

I'm a techYour first dayAccept your invite, put the app on your phone, find a part, scan it and take it for a job. I run the stockroomItemsAdd items and folders, set minimums, order what's running low and receive it. I own the accountSetting up your companyThe Get set up checklist, your team, your locations and your plan. Coming from SortlyMoving from SortlyExport your list, check the preview, import it, and undo it within a day if you need to. On a phone or computerInstall on your phone or computerPut A9 Stockroom on your home screen, and let it use the camera. Something isn't workingTroubleshooting and FAQCan't sign in? A scan didn't sync? Start with the questions people ask most.

Print a one-page quick-start card for the stockroom wall: Your first day (techs) · Your first week (managers)

All pages

Start here

  • WelcomeWhat A9 Stockroom does, the four ideas behind it (locations, folders, items and movements), and where to go next whether you are a tech, a manager or an owner.
  • Signing inAccept your invite and choose a password, sign in, reset a forgotten password, sign out, and what to do when an invite link has run out.
  • Your first dayAccept your invite, put the app on your phone, find a part, scan it, take it for a job, and keep going when there is no signal.
  • Setting up your companyWork through the Get set up checklist: what each of the five steps ticks from, where it sends you, how to hide it and where to find it again.
  • Install on your phone or computerPut A9 Stockroom on an iPhone, an Android phone or a computer so it opens like an app, and let it use the camera for scanning.
  • Roles and permissionsWhat an Owner, a Manager, a Tech and a Viewer can and cannot do in A9 Stockroom, in one table, and the rules that the table does not show.
  • GlossaryEvery word A9 Stockroom uses, in plain language, in alphabetical order, with a link to the page that explains it, including how the word for a location changes.

Everyday work

  • The Home screenA tour of Home, the first screen you see: what each card means, how to switch location, and where the alerts, the scanner and your jobs are. Phone first, then the manager's desktop dashboard.
  • Finding thingsFind an item four ways: search, the Low stock and tag filters, a scan, or by browsing folders. Then switch location to look somewhere else.
  • The item screenA tour of an item's page: the photo, how many are on hand, the minus and plus buttons, Take and Return, where it is, the forecast, history and the QR label. Phone first, then desktop.
  • ScanningScan QR labels and barcodes with your camera to take, return, count or receive stock, and what to do when the camera will not open or a code will not scan.
  • Taking stock for a jobStart or pick a job, scan or open the part, take what you need, and see it charged to the job. Also what happens with no job, and what to do when there is not enough stock.
  • Returning stockBring parts you did not use back to a folder, from the scanner, from the item's page, or from a job, and take them off that job's cost.
  • Counting stockCount what is really on the shelf and tell the app, which is also how you fix a wrong number. Covers Count mode, the item's Count button, what History shows, and why stock cannot go negative.
  • Receiving stockRecord a delivery, or parts you brought in, against an item with the scanner or the item's page, or against a purchase order so the order stays right.
  • Moving and transferring stockMove stock between folders in one location (managers and owners), or transfer it to another location (techs too, between their own). How it shows in History and Activity, and how the location switcher fits in.
  • JobsStart a job for a work order, charge the parts you take to it, see what it cost and what to bill back, then close it.
  • ToolsCheck a tool out to yourself or to someone else, set a due date, check it back in, and see what is overdue. Tools are part of the Pro plan.
  • PhotosTake a photo of an item with your phone's camera, or choose a picture from a file. Which pictures work, how many an item holds, the first photo, and deleting one.
  • Working without signalKeep scanning and taking stock with no signal. What waits on your phone, what needs a signal, and how to fix a change that didn't sync.
  • NotificationsThe bell shows alerts for low stock, overdue tools, received orders and new assignments. What each alert means, who gets it, and how to mark it read.

Running the stockroom

  • ItemsAdd an item, fill in every field, edit it, mark a tool, add it from a scanned barcode, and archive it when you stop stocking it.
  • FoldersAdd a folder or a sub-folder, choose its kind, rename or move it, read the folder page, print its QR label, and archive it when it is empty.
  • LocationsAdd a location, rename it or change its code, archive it when it is empty, switch between locations, and choose which ones each tech can reach.
  • Minimums and reorderingSet the minimum and reorder-to level for an item and for each location, and see how low stock, days left and suggested reorder are worked out.
  • Low stockSee everything that is under its minimum, how many to order, and how long it will last, then turn the lines you pick into purchase orders.
  • SuppliersKeep the list of who you buy from: add a supplier, edit its contact details, archive it, and link your items to it so orders sort by supplier.
  • Purchase ordersMake a purchase order from Low stock or from scratch, edit it, mark it sent, print it, receive the delivery in full or in part, or cancel it.
  • Labels and printingPrint QR labels for items or a whole folder on Avery 5160 sheets, from a phone or a computer, and fix a label that comes out too small or will not scan.
  • ReportsSee what parts cost and where they went, by category, location or tag, for any date range, with the bill-back beside it, and export it as a CSV.
  • The dashboardA tour of Home on a computer screen: what each card and number means, how the location switcher narrows it, what Export does, and what a new company sees.
  • Activity and historySee who took, returned, counted or received what and when. Filter by item, folder, person, job or date, export to CSV, and read an item's own history.
  • The daily digest emailThe one email owners and managers get each morning when something is low or a tool is overdue: who gets it, when, what it says, how to test it and how to change its time.

Running the account

  • Company settingsChange your company's name, logo, colour and time zone, and choose the word your team uses for a place where stock is kept.
  • TeamInvite people, choose where each tech works, change a role, remove someone and hand the company to a new owner.
  • My accountChange your name, picture, email and password, see where you are signed in, pick a theme and your alerts, and leave a company.
  • Your planWhat Essentials and Pro include, how seats and locations are counted, what a trial, an overdue payment or a read-only company looks like, and how to change plan.
  • Moving from SortlyExport your inventory from Sortly, bring it into A9 Stockroom from a CSV file, check it before anything is saved, fix problem rows and undo it if you must.
  • Getting your data outDownload your items, activity, reports and orders as CSV files, take everything in one zip with Export everything, and ask for your data to be deleted.
  • Can I create another company?Companies are set up by A9 Stockroom during early access. Here is how to ask for one, what you add yourself, and whether one person can be in two companies.

Reference

  • Settings referenceEvery setting in A9 Stockroom, grouped by the screen it lives on: what it does, who can change it, and what it is until someone changes it.
  • Troubleshooting and FAQQuick fixes for the problems people hit most: signing in, scanning, wrong numbers, sync, your team and plan, and imports. Each answer links to the page with every step.
  • Privacy and securityIn plain words: what A9 Stockroom keeps, who in your company can see it, how sign-in is protected, and how to get your data out or deleted.
  • What's newWhat changed in A9 Stockroom since the first version, in plain words, newest first.