Getting Started

Coilinx helps your team track inventory, receive new stock, check items out, and review reports.

What this is for

Use this guide if you are new to Coilinx and want to understand the main parts of the app and the recommended setup order.

Before you start

You need a Coilinx account approved for your company. If you see a pending-approval screen after sign-in, wait for your company admin to approve your access.

App navigation

The bottom tabs are your main way around the app:

• Home — quick actions (Receive Stock, Inventory, Check Out Item) and shortcuts to reports insights (admins).
• Inventory — browse warehouses and items.
• Check Out — check out items to yourself or return weighed stock.
• Reports — inventory summaries and activity (admins only).
• Settings — profile, company, devices, and material types.

You can also open Coilinx AI from the floating Ask AI button on Home and Inventory to ask how-to questions.

Recommended setup order

1. Create material types — Settings → Manage Types. Define the kinds of stock you track.
2. Add warehouses — Inventory → Create Warehouse. Organize stock by location.
3. Connect a scale (optional) — Settings → Manage Devices. Lets Coilinx read live weight.
4. Receive stock — Home → Receive Stock. Add your first items.
5. Browse inventory — Inventory tab. Confirm items appear in the right warehouse.
6. Review reports (admins) — Reports tab. Check snapshot, low stock, and data quality.

Admin vs employee

• Admins see the Reports tab, can manage company settings and invite users, and get full report access.
• Employees can receive stock, browse inventory, check out items, and use Coilinx AI for how-to help. Some settings screens may be read-only.

Tips

• Set up material types and warehouses before receiving stock — empty dropdowns usually mean setup is incomplete.
• Connect your scale before receiving stock if you want live weight instead of typing it manually.
• Use Coilinx AI on Home or Inventory if you are unsure which screen to open next.

Common issues

I do not see the Reports tab

Reports are only available to company admins. Employees should use Home, Inventory, and Check Out for daily work.

I do not see the option I need

Some actions depend on your role or on setup data (material types, warehouses) already existing.

I am not sure where to start

Start with Manage Types and Create Warehouse, then Receive Stock. See the individual guides for each step.

Related screens

• Home
• Receive Stock
• Inventory
• Check Out
• Settings
• Manage Types
• Manage Devices
• Reports
• Coilinx AI