Getting started
Create your organization, finish the three-step setup, invite your team and install the phone app.
3 min read
Create your account
- On the sign-in page, choose Sign up.
- Enter the Organization name, Your name, your Email and a password, tick I agree to the Terms of Service and Privacy Policy, then create the account.
- You are signed in straight away as the Owner of the new organization. There is no activation email to wait for.
Passwords need 8 to 128 characters with at least one capital letter and one digit.
The setup wizard
Before the app opens, Set up InventoryFlo asks three short questions. Your answers only change defaults; everything can be changed later in Settings.
- About your business: pick the Industry closest to yours (hardware, apparel, grocer, coffee roaster, clinic, tool crib and more). It presets the next steps.
- How you track stock: set Lot tracking and Expiry tracking to Off, Optional or Required. Required means every receipt must carry a batch number or an expiry date.
- Features: switch on what you use (Suppliers, Purchase orders, Pick lists, Stock counts, Multi-location, Variants…), choose Simple mode if you only need the basics, and check the Currency and Timezone detected from your browser.
Skip for now applies your industry’s preset. The currency locks once the first stock movement is recorded, so check it before you add stock.
The wizard creates no location and no sample data — the next step is yours.
First steps on the dashboard
The Getting Started card on the dashboard tracks four steps: Create a category, Add a location, Add your first item and Import your catalog. It disappears once all four are done, or when you close it (closing is remembered per browser).
See Items and variants and Locations, transfers and checkouts for each step.
Invite your team
In Settings → Members, use Invite Member: enter the Email Address, pick a Role and choose Send Invitation. The invitation link is valid for 7 days. Each member counts toward your plan’s user limit.
| Role | What it is for |
|---|---|
| Owner | Everything, including billing, organization settings, integrations and API keys. |
| Manager | Runs operations: approves purchase orders, manages returns, custom fields and units. No billing or integrations. |
| Editor | Day-to-day work on items, stock, counts and orders. The default for new invitations. |
| Viewer | Read-only. |
Each role includes everything the role below it can do. On the Business plan, Settings → Roles lets you build custom roles.
The phone app
The iOS and Android app is built for the floor: scanning, counting, receiving and moving stock. Sign in with the same email and password. Its tabs are Dashboard, Items, the round scan button, Ops and More.
Language, password and two-factor login
- Language: Settings → Preferences → Language (English, Français, Español, Português). The choice is saved on each browser or phone, not on your account.
- Forgot your password? Use Forgot password? on the sign-in page. The reset link expires after 30 minutes.
- Two-factor login: Settings → Profile → Two-factor authentication → Turn on, then scan the code with an authenticator app and keep the backup codes. Owners can require it for everyone in Settings → Organization.