BizInv
User Guide

How do I sign in?

Go to the BizInv website. Enter your email and password. If your account was set up by someone at your company, ask them for your login.

Why can't I see anything after signing in?

You might not be added to a business yet. Ask the business owner to invite you.

I forgot my password.

Use the "Forgot password" link on the sign-in screen.

Can I be part of more than one business?

Yes. If you belong to multiple businesses, you'll see a business switcher — usually at the top of the screen. Pick the one you want to work in.

How do I switch between businesses?

1. Click the business name or the switcher icon in the top bar.
2. Pick the business you want from the dropdown.
3. The page reloads with that business's inventory, sources, and shows.

What does the dashboard show?

The dashboard is the first thing you see after signing in. It gives you a snapshot of your business — counts, recent activity, and any warnings that need your attention.

What do the counts mean?

Why does a count update slowly?

Counts are calculated asynchronously. After you add, sell, or move an item, give the dashboard a few seconds to catch up. If a count still looks wrong after a minute, refresh the page.

How do I add a new item?

1. Go to the intake screen.
2. Scan or type the item's details — what it is (shirt, shoes, pants, etc.), its condition, and where it should go.
3. Choose the bin or location where you're putting it.
4. Confirm. The item is now in your inventory.

What condition values exist?

When you add an item, you pick a condition. These are the standard values:

What fields can I edit vs. what is locked?

Can I add many items quickly?

Yes — the intake screen is made for that. Just keep scanning and confirming. After each item is added, the system may print a label for you automatically (depending on your business's printing rules).

Can I review or undo a batch?

Yes. Every item added during a session is individually editable. If you scanned 50 items and spot a mistake on item #23:

• Open the item from the inventory list.
• Fix the field, or mark it as archived to remove it from active inventory.
• The activity log records who added it and when.

Do I need to fill in everything?

No. At minimum you need to know what the item is, its condition, and where it's going. Price, description, and other details can be filled in later.

Why did the system slow down after many scans?

There's a limit on how many items you can add per minute. If you scan very fast, wait a moment and try again. It's a safeguard, not a bug.

How do I know the item was actually saved?

It will appear in your inventory list and in the bin where you placed it. If you don't see it after a few seconds, try refreshing.

How do I see everything I have?

Open the inventory list. It shows your active items, newest first.

How do I search for a specific item?

Type its SKU, part of its name, or a description word. Search works on any word you'd naturally type.

What if my search returns zero results?

If you get no results, try these in order:

1. Shorten your search. Instead of "blue Nike running shoe" try just "Nike".
2. Search by SKU instead. If you have the barcode, scan it directly.
3. Check the bin. Open the warehouse view and inspect the bin it should be in.
4. Widen the filter. If you have "Listed" or "Sold" toggled, turn those off to include more items.
5. Check if it sold. Marked-sold items are hidden from the default inventory list.

How do I narrow a search?

The inventory list supports filters on top of the text search. You can filter by:

• Status — active, listed, unlisted, sold, archived
• Condition — new, used, for parts
• Bin / zone — restrict to one physical location
• Source — restrict to one lot or supplier
• Date added — today, this week, this month

Filters stack: you can search "shirt" AND filter by bin AA101 AND condition USED_GOOD at the same time.

Why doesn't my item show up in search?

It may have been added without all its search information. Try searching by SKU instead, or open the item directly from its bin.

How do I see what's in a specific bin?

Open the warehouse view and select the bin you want to check. You'll see everything currently stored there.

How do I see an item's full details?

Click the item. You'll see everything about it — its SKU, condition, where it's stored, where it came from, when it was added, and who added it.

What fields are on the item detail screen?

How do I move an item to a different bin?

Open the item and change its location to the new bin.

How do I mark an item as sold?

During a live show, or from the item's detail screen. The item will move out of active inventory and into your sold history.

Can I undo a mistake?

Most actions have a way to correct them. If something went wrong during a show or an audit, check the item's activity — it will show you what happened and when.

What if the activity log doesn't help?

If the log doesn't explain what happened, escalate in this order:

1. Manager — can reverse most sales, moves, and audit corrections.
2. Owner — can reverse anything, including things managers can't.
3. BizInv support — only for system-level issues (data corruption, sync bugs).

Who can reverse a sale?

What's a "source"?

Where an item came from — an estate sale, a thrift store, a lot you bought. Each source has its own record so you can track cost and total items from that lot.

How do I create a source?

Go to the sources screen and add a new one. Give it a name, a type (estate sale, thrift store, etc.), what you paid, and any notes.

How do I see how many items came from a source?

Open the source and look at its totals. It shows how many items from that source are still active, and how many have sold.

What happens if I close a source?

Nothing is deleted. The source just stops being used for new items. You can reopen it later if you need to.

What's a "zone"?

A group of bins — like "Aisle A, Unit B, shelves 1–5". Each zone has multiple bins with codes like AA101, AA102.

How do I create a zone?

Go to the locations screen. Choose an area, a unit, how many shelves, and how many positions per shelf. The system creates all the bins for you.

How do I delete a zone?

Open the zone and choose to delete it. Any items in its bins should be moved first.

What's a "container"?

A cart, tote, or movable bin. Useful for shows — you load a cart, take it to the show, and know exactly what's on it.

How do I create a container?

Go to the containers screen and add one. Give it a name and a short code.

How do I take a container out of service?

Open the container and mark it inactive. It won't show up in most screens anymore, but its history stays.

How do I start a show?

Go to the shows screen and create a new one. Give it a name. The system suggests the next show code for you.

How do I add items to a show?

Build a pick list. Pick the items you want to sell, and they'll be added to the show.

What does "picking" mean?

You're physically gathering the items from the bins. The system tracks which ones you've picked.

How do I mark an item as sold?

During the show, tap sold on each item as it sells. It moves out of the pick list.

What if an item didn't sell?

Mark it as "not sold". It goes back to its bin.

How do I end a show?

When you're done, end the show. You can also delete a show if you created it by mistake.

Can I see how a show is going while it's live?

Yes. There's a live status indicator that shows the show is running and if anything is wrong.

What's an audit?

A physical count of one bin. You go to the bin, look at what's actually there, and enter the SKUs you find.

How do I do an audit?

1. Pick the bin you want to check.
2. Scan or type in every SKU you find there.
3. Submit.

The system compares what you found against what it thought was there. Differences are highlighted for you.

What does a difference look like?

After you submit, the reconciliation screen shows three categories of rows:

What actions can I take on a difference?

• Accept correction — update the system to match reality (for missing or unexpected items).
• Move item — reassign an unexpected item to another bin.
• Mark lost — flag a missing item as lost for reporting.
• Ignore — leave the discrepancy open to fix later.
• Re-audit — start the audit over for this bin.

What happens after an audit?

A reconciliation is created — a report of what matched and what didn't. Use it to correct mistakes. The report stays in the audit history, so you can come back to it.

How often should I audit?

However often fits your business. Some teams audit one bin per day; others do a full sweep weekly.

How do labels get printed?

The system knows your printing setup. When you add a new item, it decides whether that item needs a label and sends the job to your printer.

What if nothing prints?

Check that your print station is turned on and connected. If it's still not printing, check your printing rules or ask your manager.

How do I know which printer to use?

The system routes labels automatically based on your rules. You don't usually need to pick.

What is a channel listing?

A channel listing is an item that has been sent to an external sales platform — most commonly eBay — so it can be sold there. BizInv tracks which items are listed, where, and for how much.

Which channels does BizInv support?

• eBay — fully integrated. Items can be pushed live, prices synced, and sales pulled back in.
• Whatnot — used for live shows. See "Live shows" section.
• Shopify, Poshmark, Amazon — support varies by plan. Check your business settings.

How do I know if an item is listed on eBay?

Open the item's detail screen. Look for the Listed on eBay field. It shows:

• Not listed — item is in inventory but not on eBay.
• Listed — item is live on eBay. The eBay title and price are shown.
• Ended — the listing was ended or expired.
• Sold — item sold on eBay. This is linked to your Orders screen.

Can I edit the eBay title from BizInv?

Yes — if you have a Manager or Owner role. The eBay title field on the item detail screen can be edited and pushed to eBay. Staff and Viewer roles can see it but not edit it.

Where do I see all my channel listings?

There's a Listings screen (sometimes labeled "Channel Listings"). It shows all items currently pushed to external platforms, with filters for:

• Channel (eBay, Shopify, etc.)
• Status (live, ended, sold)
• Date listed
• Price range

What happens when an item sells on eBay?

1. eBay notifies BizInv of the sale.
2. BizInv marks the item as sold across all channels.
3. The item is removed from active inventory.
4. An order is created in the Orders screen.
5. If you're selling the same item on multiple channels, the sync prevents it from selling twice.

What is an order?

An order is a record of something that sold through a channel (eBay, your website, etc.). Orders are different from "marked sold" during a live show — orders come from external platforms and are synced automatically.

Where do I see my orders?

There's an Orders screen in the main navigation. It shows:

How do I filter orders?

• By status — paid, shipped, delivered, cancelled.
• By channel — eBay, Shopify, etc.
• By date range — last 7 days, 30 days, custom.
• By item — see all orders containing a specific SKU.

Can I see orders for one item?

Yes. Open the item's detail screen and look for its order history. It lists every order that included this item — including past sales if the SKU was reused.

What can I do with an order?

• View details — open the order to see buyer, items, and shipping.
• Mark shipped — if your workflow requires manual fulfillment.
• Refund — Manager+ only.
• Re-sync — force a fresh pull from the channel if status looks stale.

How do I add an employee?

The owner (or someone with permission) sends an invite to their email. When they accept, they're added to the team.

What can employees see?

Everyone in your business sees the same inventory. What they can do may differ based on their role.

What roles exist?

• Owner — full control, including billing and settings
• Manager — can run most operations, edit items, and add inventory
• Staff — day-to-day work like adding and picking items
• Viewer — read-only

How do I remove someone?

The owner can remove a team member at any time. They lose access immediately.

What happens if someone leaves?

The items they added stay in your inventory. Removing a person doesn't remove their work.

What happens if my business is suspended?

No one can sign in or see data until it's reactivated.

Can I delete my business?

Only the owner can request this. It's a serious step — all your data will eventually be removed.

What happens to my data if I stop using BizInv?

It stays until you ask us to delete it.

What is a vehicle?

A vehicle is a movable storage unit — a truck, van, trailer, or container on wheels. It's used by sellers who operate out of a mobile setup (e.g., flea markets, live shows, pop-ups).

If your business has vehicles enabled, you'll see a Vehicles screen. You can:

• Add a vehicle (name, plate number, notes).
• Assign items to a vehicle instead of a bin.
• Move items between a vehicle and a fixed bin.
• Audit a vehicle the same way you'd audit a bin.

What is a snippet?

A snippet is a reusable block of text — a template for item descriptions, listing titles, or notes. Useful when you list the same kind of item repeatedly.

If snippets are enabled, you'll see them in:

• The item detail screen (insert snippet into description).
• The intake screen (quick-fill descriptions).
• Listing tools (eBay title templates).

Snippets are managed by Managers and Owners. Staff can use them but not create or edit them.

Are vehicles and snippets live features?

They exist in the BizInv platform, but whether they're enabled for your business depends on your plan and setup. If you need them and don't see them, contact BizInv support.

Does BizInv have AI features?

BizInv uses AI behind the scenes for tasks like:

• Auto-categorizing items based on their name/description.
• Suggesting eBay titles based on item details.
• Anomaly detection — flagging unusual inventory changes.

Most of this happens server-side and doesn't need any action from you. If a user-facing AI suggestion appears on your screen, it will be clearly labeled.

Where do I find reports?

Reports live in a Reports screen (visible to Managers and Owners). Available reports typically include:

Why can't I see a business name when I look at the system?

Business names are internal. What you see in the app is your business's actual name.

Why does the dashboard count sometimes change right after I add an item?

Counts update a moment after you add something. Give it a second and it'll catch up.

Why did my item disappear?

Most likely it sold, it was moved, or its status changed. Check its activity log.

Can I use BizInv on my phone?

Yes, in a mobile browser. A dedicated app may exist depending on your setup.

Can two people work at the same time?

Yes. Changes show up for everyone within a second or two.

Is my data backed up?

Yes. Ask your administrator for the retention policy.

What if I make a mistake?

Most mistakes can be corrected — move items back, reopen sources, re-do audits. Reach out if something seems unrecoverable.

Need help?

Contact your business owner or manager first. If it's a technical problem, they can escalate to BizInv support.

What you need

• Your work email
• Your password

Steps

1. Open the BizInv website in your browser.
2. Type your email and password.
3. Click sign in.

If you forgot your password

Click "Forgot password" and follow the email you receive.

If you can't see anything after signing in

You might not be added to a business yet. Ask your owner or manager to invite you.

If you belong to more than one business

You'll see a switcher. Pick the one you want to work in.

What you need

• The items in front of you
• A bin or location to put them in

Steps

1. Open the intake screen.
2. Tell the system what the item is (shirt, pants, shoes, etc.).
3. Choose its condition (see the Conditions table in Part 1).
4. Choose the bin you're putting it in.
5. Confirm.

The item is now in your inventory. If your business prints labels, one may print automatically.

To add many items quickly

Just keep scanning and confirming. The screen is built for speed.

If the system slows down after many scans

You've hit the per-minute limit. Wait a few seconds and continue.

To check it worked

Open the inventory list or the bin you used. The item should be there within a second or two.

Searching

1. Open the inventory list.
2. Type a SKU, a name, or any word you'd use to describe the item.
3. Results appear as you type.

Browsing

Scroll the inventory list. Newest items appear first.

If you know the bin

Open the warehouse view and pick the bin. Everything inside is listed.

If your item doesn't show up

• Try searching by SKU instead of name.
• Look in the bin you put it in.
• Check if it was marked sold.

To another bin

1. Open the item.
2. Change its location.
3. Save.

To mark it sold

1. Open the item (or use the show screen).
2. Mark as sold.

To undo a mistake

Check the item's activity log. It shows everything that happened and when. If you're stuck, ask a manager.

What a source is

Where an item came from — an estate sale, a thrift store, a bulk lot. Tracking sources lets you see cost and totals.

Steps

1. Open the sources screen.
2. Click add.
3. Give it a name.
4. Pick a type (estate sale, thrift store, etc.).
5. Enter what you paid and any notes.
6. Save.

To see how a source is doing

Open it. You'll see:

• How many items are still active
• How many have sold

To close a source

Open it and mark it closed. Nothing is deleted — it just stops being used for new items. You can reopen it later.

What a zone is

A group of bins — like "Aisle A, Unit B, Shelves 1–5". Each bin gets a code like AA101.

Steps

1. Open the locations screen.
2. Click add zone.
3. Enter the area letter (A, B, C…).
4. Enter the unit letter.
5. Enter how many shelves.
6. Enter how many spots per shelf.
7. Confirm.

The system creates every bin for you.

To delete a zone

Open the zone and delete it. Move any items out first.

What a container is

A movable bin — a cart, a tote, a tray. Handy for shows: you load it, take it with you, and know exactly what's on it.

To create one

1. Open the containers screen.
2. Add a container.
3. Give it a name (like "Blue Cart") and a short code.
4. Save.

To rename one

Open it and change the name.

To take one out of service

Mark it inactive. It stops showing up on most screens, but its history stays.

Before the show

1. Open the shows screen.
2. Create a new show.
3. Give it a name.
4. Add items to the pick list — these are the ones you'll sell.

Picking

When you're physically gathering items, tap picked on each one as you grab it.

Selling

During the show, tap sold on each item as it sells.

If an item didn't sell

Tap not sold. It goes back to its bin.

Ending the show

When you're done, end the show. If you created it by mistake, you can delete it instead.

While it's running

There's a status indicator. Green means everything is fine. If it warns you, check the show details.

What an audit is

A physical count of one bin. You look at what's actually there and enter it.

Steps

1. Pick the bin you're auditing.
2. Scan or type every SKU you find.
3. Submit.

The system compares what you found to what it expected.

What happens next

A reconciliation is created — a report of matches and differences. Use it to fix mistakes.

How often

Whatever fits your business. Some teams do one bin a day. Others do a full sweep weekly.

The short version

You don't usually think about it. When you add an item, the system decides if it needs a label and sends it to your printer.

If nothing prints

• Check that the printer is on and connected.
• Check that the print station is online.
• If it still doesn't work, ask a manager.

If labels are going to the wrong printer

Your printing rules need adjusting. Only owners and managers can change them.

Who can do this

Owners and managers.

Steps

1. Open the team screen.
2. Click invite.
3. Type the employee's email.
4. Choose their role.
5. Send.

They'll get an email. Once they accept, they're on your team.

If they don't get the email

Ask them to check their spam folder. You can resend the invite from the same screen.

Owner

• Full control of the business
• Billing, settings, and team management
• Can do everything a manager can

Manager

• Day-to-day operations
• Adds items, runs shows, runs audits
• Manages team members below them

Staff

• Adds items, picks items, and sells during shows
• Can't change settings or manage the team

Viewer

Read-only. Can see everything, change nothing.

Print agent

A special role for the label printer software. Not a person.

To change someone's role

Open the team screen and edit their role.

To remove someone

Same screen. They lose access immediately.

The app is slow

Refresh the page. If it's still slow, check your internet connection.

An item is missing

• Search by SKU.
• Check the bin it should be in.
• Look at the item's activity log if you can find it.

A count looks wrong

Counts update a moment after you change something. Wait a few seconds.

You can't sign in

Check that your email is right. Try resetting your password.

You can't see your business

You may have been removed from the team. Ask your owner or manager.

Something seems broken

Take a screenshot. Note what you did right before. Send it to your manager or support.

Can two people work at the same time?

Yes. Changes show up for everyone within a second or two.

Can I use BizInv on my phone?

Yes, in your phone's browser.

Will I lose my work if the internet drops?

Most actions are saved before you see a confirmation. If something seems lost, wait for the connection and check again.

Do I need to fill in every field?

No. Add what matters, fill in the rest later.

Can I undo a mistake?

Most of the time, yes. Move items back, reopen sources, or re-run an audit.

Who can see my business's data?

Only people you've added to your team. Nobody outside your business can see it.

How do I close my business account?

Only the owner can request this. Contact support.