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Getting Started

Create your account

Creating an account on SafeNex is quick and free. Follow these steps to get started:

  1. 1Go to the SafeNex homepage and click Sign up.
  2. 2Fill in your name, email address, and a secure password.
  3. 3Enter the 6-digit code we send to your email to verify it — your account is created right after.

Set up your business

Once logged in, you'll be prompted to create your first business: name, country, city and — important — its currency (31 available). Every amount in SafeNex, from inventory value to reports and the shopping list, is shown in that currency.

Tip

Pick the currency carefully: it's set when the business is created and all statistics and reports will use it.

Navigating the dashboard

The dashboard is your control center: the inventory table organized by sections with color-coded stock warnings. The bottom tabs switch between Dashboard, In/Out, Statistics and Products; the sidebar holds the tools (create and edit sections, supplies and products), the global search, notifications and your profile.

Switching and creating businesses

You can belong to — and own — several businesses. Open the profile panel in the sidebar to see them all: tap one to switch, and the entire app (inventory, team, statistics, currency) changes context instantly. From that same panel you can create a new business whenever you need it.

Inventory Management

Adding supplies

Supplies are the raw items your inventory tracks. To add one:

  1. 1Open the sidebar tools and choose New supply.
  2. 2Pick its section, name it, choose the unit type and enter the initial stock and wholesale price.
  3. 3Set the alert threshold (%) for low-stock warnings — SafeNex computes the estimated investment for you.

Managing stock levels

SafeNex tracks your stock automatically. Products are flagged with color-coded warnings when levels drop:

Low stock

Stock has dropped below the minimum threshold.

No stock

Product is completely out of stock.

Half stock

Stock is at or below 50% of the minimum.

Unit types and equivalences

Each supply is measured in its own unit: single units, dozens (12 units), boxes or packs with a custom equivalence (e.g. a box of 24), kilograms or liters. When stock moves, SafeNex works in sub-units: take 3 units out of a 24-pack and stock becomes 0.875 boxes automatically.

Organizing with sections

Sections group related supplies — Drinks, Cleaning, Ingredients… Create them from the sidebar tools; the dashboard table and the search work section by section, so a tidy structure pays off daily.

Editing and deleting

Owners and Managers can rename a section, edit a supply (name, price, alert threshold) or delete both from the sidebar tools. Deleting a section removes the supplies inside, so double-check before confirming.

Products (BOM)

What is a product?

A product is what you actually sell — a burger, a coffee, a bouquet — defined as quantities of your supplies (a bill of materials). SafeNex computes its cost from the components' wholesale prices and shows how many units you could make with today's stock.

Creating and managing products

Owners and Managers create products from the sidebar and manage them in the Products tab:

  1. 1Open the sidebar tools and choose New product.
  2. 2Name it and add its components: a supply plus how much of it goes into one product.
  3. 3Save. Cost and makeable units appear in the Products tab, where you can edit or delete it anytime.

Selling products

In the In/Out tab (OUT mode) your products appear next to the loose supplies. Add '2× Burger' and SafeNex expands them into the exact supply quantities in the cart. The order history keeps the origin, so you always know which sale an exit came from.

In/Out orders

Entries and exits

All stock movement goes through orders. IN orders restock supplies (purchases); OUT orders take stock out (sales or consumption). Build a cart with quantities — in sub-units if needed — and SafeNex validates you never take out more than you have.

The approval flow

Orders follow a two-step flow: anyone on the team can prepare one, but stock only changes when an Owner or Manager approves it. Pending orders wait in the In/Out tab, where they're approved or rejected with one tap.

Tip

Staff can prepare orders but not approve them — that's what keeps your inventory numbers trustworthy while the whole team operates.

Statistics & reports

Reading your statistics

The Statistics tab charts your entries (purchase cost), exits (value out) and incident losses by day, week or month. Need a specific week of March? Open the custom period explorer, pick a type and a date, and you get the chart and totals for exactly that range.

PDF & Excel reports

Generate a full report for any period: the PDF includes charts, the inventory state by section, costs, incidents and exits — ready to share. The Excel export gives you the raw tables to work with. Both are one click away in the Statistics tab.

Smart shopping list

SafeNex compares each supply's usual quantity with its current stock and builds your shopping list automatically, including an estimated cost based on wholesale prices. Refresh it any time before you go buying.

Incidents & Alerts

Reporting an incident

Incidents log unexpected stock changes such as breakage, expiry, or spoilage. To report one:

  1. 1Click the Incident button in the header toolbar.
  2. 2Select the affected product and enter the quantity lost.
  3. 3Choose a reason and optionally add a description, then submit.

Understanding alerts

Alerts are automatically generated when stock falls below the defined minimum. You can view them in the Notifications panel. Each alert shows the product, warning level, and time remaining before auto-dismissal.

Important

Alerts marked as solved are hidden from the active list but remain in the history log for audit purposes.

Team Management

Inviting team members

Owners and Managers can invite new members to their business. Here's how:

  1. 1Go to your business settings and open the Team tab.
  2. 2Click Generate Invite and choose a role (Manager or Staff).
  3. 3Share the generated link with the person you want to invite.

Understanding roles

Each member in SafeNex has a role that defines what they can see and do:

OwnerFull access. Can manage team, settings, and all inventory operations.
ManagerCan manage inventory and team members (if allowed by owner settings).
StaffCan view and update stock levels. Cannot manage team or settings.

Permissions and business settings

From the profile panel, Owners fine-tune each business: whether Managers can see the whole team and whether they can send invites. You can also change a member's role or remove them — per business, so the same person can be Manager in one and Staff in another.

Settings & Preferences

Changing the language

SafeNex is available in 9 languages: English, Spanish, French, German, Portuguese, Italian, Arabic, Chinese and Russian. Change it any time from the selector in the header — and switch between light and dark theme with one click.

Managing your businesses

You can belong to multiple businesses as an Owner, Manager, or Staff member. Switch between businesses using the selector in the header. Each business has its own inventory, team, and settings.

Need more help?

If these guides don't cover your case, write to us through the contact form — we read everything and reply to your email.

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