Help Center
Find answers and guides
Getting Started
Create your account
Creating an account on SafeNex is quick and free. Follow these steps to get started:
- 1.Go to the SafeNex homepage and click Sign up.
- 2.Fill in your name, email address, and a secure password.
- 3.Confirm your email and you're ready to go.
Set up your business
Once logged in, you will be prompted to create your first business. Enter the business name, country, and city. This information helps personalize your inventory experience.
Tip
You can create and manage multiple businesses from the header selector.
Navigating the dashboard
The dashboard is your control center. From here you can see your inventory summary, active alerts, recent incidents, and team activity. The header provides quick access to tools, notifications, and profile settings.
Inventory Management
Adding products
To add a new product to your inventory, follow these steps:
- 1.Open the dashboard and click the Add Product button.
- 2.Fill in the product name, category, unit type, and initial stock.
- 3.Set a minimum stock threshold to receive low-stock alerts.
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.
Organizing by categories
Categories help you group related products together. You can create custom categories from the inventory panel and filter your table view by category for faster access.
Incidents & Alerts
Reporting an incident
Incidents log unexpected stock changes such as breakage, expiry, or spoilage. To report one:
- 1.Click the Incident button in the header toolbar.
- 2.Select the affected product and enter the quantity lost.
- 3.Choose 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.Go to your business settings and open the Team tab.
- 2.Click Generate Invite and choose a role (Manager or Staff).
- 3.Share 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:
Full access. Can manage team, settings, and all inventory operations.
Can manage inventory and team members (if allowed by owner settings).
Can view and update stock levels. Cannot manage team or settings.
Settings & Preferences
Changing the language
SafeNex is available in 9 languages: English, Spanish, French, German, Portuguese, Italian, Arabic, Chinese, and Russian. You can change the language at any time from the language selector in the header or the landing page navbar.
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.