> ## Documentation Index
> Fetch the complete documentation index at: https://docs.antsfield.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Quick start

> Get your workspace running: add items, set stock, create locations, and make your first transfer.

Follow this guide to go from a new account to a working inventory setup. The in-app **Complete setup** checklist tracks the same milestones.

<Steps>
  <Step title="Create an account and workspace">
    1. Go to [app.retrac.co/register](https://app.retrac.co/register) and sign up with Google or your email.
    2. After sign-up you are taken to the welcome screen. Click **Create workspace**, choose a name and URL slug, then confirm.
    3. Retrac automatically creates a default location called **Inventory** for your new workspace.

    You are redirected to the inventory page for that workspace.
  </Step>

  <Step title="Add your first item">
    1. On the **Inventory** page, click **Add item** (or use the `C` keyboard shortcut).
    2. Fill in **Item code** (SKU), **Description**, and **Cost**. Supplier is optional.
    3. Optionally assign **Tags** and set an **Opening quantity** for the currently selected location.
    4. Click **Create item**.

    <Tip>
      If you do not set an opening quantity, the item is created with zero stock. You can set quantity later via **Adjust stock** on the item menu.
    </Tip>
  </Step>

  <Step title="Create additional locations">
    1. Open **Locations** in the sidebar.
    2. Click **Add location**, enter a name, choose a type (warehouse, van, truck, site, or other), and save.
    3. Repeat for each physical place you track stock.

    <Note>
      Your plan limits how many locations you can create. See [Billing](/dashboard/billing/introduction) for plan details.
    </Note>
  </Step>

  <Step title="Set stock at each location">
    For items that already exist:

    1. On **Inventory**, select the location from the dropdown at the top of the page.
    2. Open the item's **⋯** menu and choose **Adjust stock**.
    3. Pick the location, enter the on-hand quantity, optionally add a note, and save.

    When creating a new item, you can set opening stock in the same modal if a location is selected.
  </Step>

  <Step title="Make your first transfer">
    1. Open **Transfers** in the sidebar and click **Create transfer**.
    2. Choose a **From** location (source) and **To** location (destination). They must be different.
    3. Add one or more line items with quantities. Only items with stock at the source location are available.
    4. Add an optional note and submit.

    The transfer completes immediately — stock is deducted from the source and added to the destination. The event appears under **Transfers** and in **Movements**.
  </Step>

  <Step title="Invite your team">
    1. Go to **Settings → Members**.
    2. Click **Invite member** and enter their email, or copy an **Invite link** to share.
    3. Choose a role (**Owner** or **Member**) and optionally set **Location access** per location (None, View, or Edit).

    Members with restricted location access only see inventory and transfers for the locations you assign.
  </Step>
</Steps>

## Recommended daily workflow

```mermaid theme={null}
flowchart LR
  A[Check inventory by location] --> B[Adjust stock if counts changed]
  B --> C[Create transfers to move stock]
  C --> D[Review movements for audit]
```

1. **Morning** — Open inventory filtered by location and verify on-hand counts.
2. **During the day** — Record transfers when stock moves between sites, vans, or warehouses.
3. **End of day** — Skim **Movements** to confirm everything that happened is logged.

## What's next?

<CardGroup cols={2}>
  <Card title="Managing stock" icon="boxes-stacked" href="/dashboard/items/managing-stock">
    Adjust quantities, view stock across locations, and understand the ledger
  </Card>

  <Card title="CSV import & export" icon="file-csv" href="/dashboard/items/import-export">
    Bulk-load your catalog from a spreadsheet
  </Card>

  <Card title="Team & roles" icon="users" href="/dashboard/team/introduction">
    Invites, permissions, and location access
  </Card>

  <Card title="Billing limits" icon="gauge" href="/dashboard/billing/introduction">
    Know when to upgrade and what counts toward your plan
  </Card>
</CardGroup>