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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. 3Confirm 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. 1Open the dashboard and click the Add Product button.
  2. 2Fill in the product name, category, unit type, and initial stock.
  3. 3Set 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. 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.

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.