Quick-Start Guide
A one-page guide to signing in and running daily inventory work in ezItemizer. Covers all three roles: Admin, Warehouse Staff, and Viewer.
1. Sign in
- 1Open ezitemizer.com, or tap the ezItemizer icon on your home screen if you've installed it as an app (recommended on phones).
- 2Enter your email and password.
- 3Tap Sign in.
Forgot password? Tap Forgot password? on the sign-in screen. The email link expires in 60 minutes.
5 wrong attempts locks the account for 15 minutes.
Add to home screen: iPhone (Safari) Share → Add to Home Screen. Android (Chrome) menu → Install app.
2. Roles & what each can do
| Action | Admin | Staff | Viewer |
|---|---|---|---|
| View parts, categories, transactions | ✓ | ✓ | ✓ |
| Add a new part | ✓ | ✓ | ✓ |
| Edit part details (name, SKU, location, threshold) | ✓ | ✓ | ✓ |
| See / edit unit cost & inventory value | ✓ | ✓ | — |
| Log stock IN / OUT / adjustment | ✓ | ✓ | — |
| Camera barcode + QR scanning | ✓ | ✓ | — |
| Delete / restore parts | ✓ | — | — |
| Add or remove users | ✓ | — | — |
| Manage billing / subscription | ✓ | — | — |
| Export CSV / PDF reports | ✓ | ✓ | ✓ |
Camera scanning is on the Team and Pro plans only — Basic plan has it disabled.
3. The Dashboard
When you sign in you land on the Operations Dashboard. At a glance:
- Total Parts — distinct SKUs in your active inventory.
- Inventory Value — units × unit cost across all parts (hidden for Viewer).
- Low Stock — count of parts at or below their threshold.
- Categories — active part categories.
- Low-stock alerts — table of parts that need reordering.
- By category — value-by-category breakdown.
- Send feedback — top-right of the hero, opens an in-app form.
4. Daily workflows
A. Add a new part Any role
- 1Go to Parts in the sidebar.
- 2Tap the orange Add Part button (top-right).
- 3Fill in SKU (must be unique), Part #, Name, Category, Initial stock, Low-stock threshold. Optional: Unit cost (Admin/Staff), Location, Supplier.
- 4Tap Save.
B. Log stock movement Admin / Staff
- 1On the Parts page, tap the In/Out adjust icon on a row.
- 2Pick IN (received), OUT (used/shipped), or Adjustment (set to count after a physical recount).
- 3Enter quantity, optional unit cost (IN only), optional note. Save.
C. Scan a barcode Admin / Staff · Team or Pro plan
- 1On the Parts page, tap the camera icon in the search bar.
- 2Allow camera access on first use.
- 3Aim at the barcode or QR code — the matching part is filtered automatically.
D. Find a part fast Any role
Type into the search bar — it searches SKU, Part #, name, location, supplier. Filter by Category or "Low stock only" in the toolbar.
E. Pull a report Any role
Sidebar → Reports. Inventory or Movements as CSV/PDF for any date range. Financial reports (P/L style by category) require the Pro plan.
F. Sign out
Top-right of the header, right next to your email — tap Sign out.
5. Admin tasks
Add or remove a user
Sidebar → Users → Add user. Enter name, email, role, and a starting password. The user gets a welcome email automatically. Remove with the trash icon on the row.
Manage categories
Sidebar → Categories → Add / Edit / Delete. A category with active parts can't be deleted until those parts are reassigned.
Restore a deleted part
Parts page → toggle Show deleted. Tap the Restore icon on the row. Restore fails if another active part has since taken the same SKU.
Billing
Sidebar → Billing. Upgrade or change plan, or open the Stripe Customer Portal for invoices and payment methods.
6. Plan-aware features
| Feature | Basic | Team | Pro |
|---|---|---|---|
| Unlimited parts, audit trail, alerts | ✓ | ✓ | ✓ |
| Users included | 2 | 5 | 10 |
| Warehouse Staff role | — | ✓ | ✓ |
| Camera barcode / QR scanning | — | ✓ | ✓ |
| Daily digest emails | — | ✓ | ✓ |
| Financial reports | — | — | ✓ |
7. Troubleshooting
| Issue | Try this |
|---|---|
| Locked out of your account | Wait 15 minutes or use Forgot password. |
| Reset email never arrived | Check spam; the link expires in 60 minutes. |
| "SKU already exists" when adding | That SKU is in use. Pick a different one or restore the existing part. |
| Camera button not showing | Either your role isn't Admin/Staff, or your plan is Basic — upgrade to Team to unlock scanning. |
| Cost columns are missing | You're signed in as a Viewer — cost is hidden by design. |
| Low-stock email not arriving | Check spam; verify Notifications preferences (Admin). |
8. Getting help
- In-app: Send feedback button on the Dashboard hero.
- Email: support@ezitemizer.com — we reply within 1 business day.
- FAQ: ezitemizer.com/faq