ReagentFlow user guide

Task help for the inventory product you sign into — stock, recipes, catalog, lots, sales, shipping, seats and billing, and (for global administrators) tenants.

ReagentFlow is the product name on the login screen. After you sign in, the sidebar shows your company name and logo and the subtitle Inventory.

How to use this guide

Open index.html in a browser. The sidebar is the whole tree. Filter it if you are scanning. Each topic has a breadcrumb and previous/next links. Boxes marked TODO screenshot are places where a fresh capture is still to come; the steps next to them match the current app.

Topics

Getting started

• What ReagentFlow isProduct vs company brand, header, account menu, and sidebar groups.
• Create a companyPublic signup: company, first admin, plan, and seats.
• Sign inEmail and password, Google, corporate SSO, and password reset.
• Accept the TermsThe Terms screen every person accepts before the app opens.
• Profile, password, and themeAccount menu, profile photo, change password, light and dark theme.
• RolesCompany roles, seat-free Viewers, operators, and which nav items they see.

Setup

• CompanyBrand and logo, item labeling, hold and release, floor policy.
• UsersAdd by email, seated roles or seat-free Viewer, password reset, remove.
• InvitesInvite with a seat plan, resend, revoke, and the public invite page.
• Seats and payment cardSeat usage, buy or drop a seat, close the account, save a card.
• POSConnect Square so its sales come off inventory.
• Admin auditWho changed seats and company-admin settings.
• Customer CoA portalPublic CoA lookup by lot or item code.
• When a list is emptyOne sentence and one next click on common empty lists.

Daily work

• Home screenToday’s work, receipts missing paperwork, preferred site.
• DashboardOn-hand tiles and the running item bill.
• On-handOn shelf vs held vs available.
• ReceivingReceive form, print item labels, CoA and invoice paperwork.
• LotsHold and release. Attach CoA when empty.
• SalesRecord a sale, instant items, scan to pick a package.
• Sales items (Viewer)The read-only list seat-free Viewers see.
• FloorOn-hand vs can-make for finished items at your site.
• PricesStored vs suggested prices, Use suggestion, promotions.
• Shipping and labelsTransfers, B4 postage, and NIIMBOT item labels.

Catalog

• SKUsRaw, sub-assembly, and finished items; catalog photo; item label settings.
• RecipesComponent lines, instant recipes, build time, produce.
• MaterialsSubstance identity, INCI, calories, storage class, GHS.
• Material packsLoad, publish, and review industry material packs.
• VendorsApproved, pending, or blocked suppliers.

Administration

• TenantsCompany lifecycle, billing provider, corporate SSO, and working in a company.

Not covered yet

The sidebar also lists Move, Cycle count, Produce, Catalog Upload, Vendor ordering, Locations, Facilities, Categories, Audit, and Setup → Initial setup. Those jobs are real in the app; they are not documented as full workflows here yet. Do not treat missing chapters as missing product.