Getting Started Using the Application

If starting with a brand-new system, it is recommended to begin with the Setup section of this document which explains how to create items and their attributes such as location, type, unit of measure, manufacturer, model and vendor.

Once these attributes are created, users may want to add item information (detailed in the Items section of this document).

It is recommended to tag items with barcode labels printed with the Item ID in the barcode. Whether items have been previously labeled or are being labeled for the first time, it is important to make sure that the data entered in the Item ID field matches the value encoded in the barcode, so that when labeled items are scanned in the future, the system will recognize the Item ID and display the appropriate item details.

As item information is populated, detailed views of this data can be sorted in the Reports, which is detailed in the Reports section of this document.

It is typical for RedBeam Inventory Tracking™ users to add new items and update the data of pre-existing items on an ongoing basis in the Items tab.

Items can be Received, Issued, Transferred and Adjusted, updating the quantity of consumable inventory (items) per location.

Administrative functions like adding additional system Users, Roles or using APIs to integrate RedBeam Inventory Tracking™ to other software applications can be found in the Access and Setup sections of this document.