Quick Start Guide

Get up and running with BREWOPS in minutes. Follow these steps to set up your inventory system and start tracking.

Ready to get started?

Complete these 5 steps to have your inventory system fully operational. Most teams are up and running within 30 minutes.

1. Create Account

2. Set Up Locations

3. Add Products

4. Set Stock Levels

5. Invite Team

Create your account

If you haven't already, create your BREWOPS account. This will also set up your team automatically.

Go to the registration page

Enter your email and create a password

Verify your email address

Complete your profile (name, company name)

Tip: Use your work email for easier team invitations later. Your email domain helps team members find and join your team.

Set up your locations

Locations represent your physical places where inventory is stored. This could be stores, warehouses, kitchens, or storage rooms.

Go to Settings → Team → Locations

Click 'Add Location'

Enter a name (e.g., 'Main Store', 'Downtown Cafe')

Add address and contact info (optional)

Repeat for each location

Single location?

Even if you have just one location, create it now. You can always add more later as you grow.

Learn more about locations

Add your products

Products are the items you track. You can add them one by one or import many at once from a spreadsheet.

Add Manually

Best for adding a few products or detailed setup.

• Go to Inventory → Products
• Click "Add Product"
• Fill in product details

Import from Spreadsheet

Best for adding many products quickly. Recommended!

• Go to Inventory → Import
• Upload your Excel/CSV file
• Map columns and import

Learn about importing data

Set your stock levels

Now that you have products and locations, set the initial stock quantities. This establishes your starting point.

Go to Inventory → Stock

For each product-location combination, add stock

Enter the current quantity on hand

Set reorder points for low stock alerts

Tip: If you imported products with stock quantities, this may already be done. Check your stock page to confirm.

Learn about stock management

Invite your team

Add your team members so they can help manage inventory. Assign roles and locations to control what each person can access.

Go to Settings → Team → Members

Click 'Invite Member'

Enter their email address

Choose their role (Manager or Member)

Assign them to relevant locations

Send the invitation

Role recommendations

Managers: Location supervisors who need to adjust stock and view reports. Members: Staff who need basic viewing access.

Learn about team management

You're ready to go!

Congratulations! Your inventory system is set up. Here's what to do next:

Track daily activity

Adjust stock as you receive and use inventory

Review reports

Check your dashboard and reports regularly

Customize settings

Fine-tune notifications and permissions

Optional enhancements

Once you're comfortable with the basics, consider these additional features:

Set up categories

Organize products into groups for easier filtering and reporting

Add suppliers

Track who you order from and create purchase orders

Configure reorder points

Get alerts when stock runs low so you never run out

Customize branding

Add your logo and colors for a personalized experience

Need help?

Explore more documentation topics or reach out if you have questions.

Browse all docs Import Guide Stock Management