Your first week

Day 1: Set up#

1. Open Settings, then Get set up. The five steps tick themselves as you do them.
2. Under Company, check the name, the time zone and the word you use for a location. The owner changes these.
3. Under Locations, add each place that keeps its own stock.

Day 2: Fill the stockroom#

1. Coming from Sortly? Open Import & export, choose the file and read the preview before you press Import. You can undo for 24 hours if nothing has moved.
2. Starting fresh? Add folders (a shelf, a bin, a truck), then items. Give each item a minimum.
3. Add a photo to the items people look for most.

Day 3: Labels#

1. Open Labels, tick items or pick a whole folder, and press Print. Sheets are Avery 5160, 30 labels each. Print at 100%, no margins.
2. Stick a label on every shelf, bin and part. Answer Labels printed? with Yes.

Day 4: Your team#

1. Open Settings, then Team. Invite each tech with their email, pick the locations they work at, and send. Invites work for 7 days.
2. Give every tech the "Your first day" card: a9stockroom.com/docs/print/tech/.

Day 5: Reorder#

1. Open Low stock. Check each item's minimum and reorder-to level.
2. Create purchase orders from Low stock, print them or download the CSV, and send them to your suppliers. Mark each order sent.
3. When a delivery arrives, open the order and receive it.

Every day after#

• Glance at Home: Running low, open jobs, overdue tools.
• Watch the daily Low stock email.
• Count a shelf when the number looks wrong.

Search the manual at a9stockroom.com/docs (press /). Still stuck? Write to support@a9stockroom.com.