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X-Inventory
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X-Inventory Documentation

Everything you need to know about installing, setting up, and using X-Inventory

InstallationSetupFeaturesData Backup/RestoreTroubleshooting

Installation

Windows Installation

  1. Download the latest X-Inventory installer (.exe) from the download page.
  2. Run the downloaded installer file.
  3. Follow the installation wizard instructions:
    • Accept the license agreement
    • Choose installation location (default is recommended)
    • Select start menu folder
    • Choose additional tasks (create desktop shortcut, etc.)
  4. Click "Install" to begin the installation process.
  5. Once installation is complete, click "Finish" to exit the installer.

System Requirements

  • Windows 10 or later (64-bit)
  • 4GB RAM minimum (8GB recommended)
  • 500MB free disk space
  • 1280x720 screen resolution or higher

Setup

First-Time Setup

  1. Launch X-Inventory application.
  2. On first launch, you'll be prompted to create an administrator account:
    • Enter your name, email, and password
    • This account will have full access to all features
  3. Configure your business information:
    • Business name
    • Address
    • Contact information
    • Logo (optional)
  4. Choose your default currency and date format.
  5. Select whether to use cloud backup (optional).
  6. Click "Complete Setup" to finish the initial configuration.

Database Configuration

X-Inventory uses a local database to store your inventory data. By default, it creates and manages this database automatically, but you can customize the configuration if needed.

Data Backup/Restore

Protecting your data is essential for business continuity. X-Inventory provides backup and restore functionality, but you are responsible for creating regular backups.

For detailed instructions on backing up and restoring your data, please navigate to:

Settings → Data Backup

The application provides built-in guidance with step-by-step instructions for:

  • Creating manual backups
  • Restoring data from previous backups

Important: X-Inventory does not include automatic backup functionality. We strongly recommend establishing a regular backup routine (daily, weekly, or monthly depending on your business needs).

Set calendar reminders to perform backups regularly to prevent data loss. Store your backup files in a safe location such as an external drive or cloud storage.

Note: It's recommended to create a backup before making significant changes to your inventory or system settings.

Features

Inventory Management

  • Add, edit, and delete inventory items
  • Categorize items with hierarchical categories
  • Track stock levels and set reorder points
  • Manage item variants (size, color, etc.)
  • Batch operations for bulk updates
  • Custom fields for specialized tracking

Data Import/Export

  • Import inventory data from CSV, Excel, and JSON
  • Export inventory data to multiple formats
  • Scheduled automatic data exports
  • Data validation during import
  • Custom field mapping for imports
  • Bulk data operations

Reporting & Analytics

  • Inventory valuation reports
  • Stock level alerts and notifications
  • Inventory movement tracking
  • Category and supplier analysis
  • Custom report builder
  • Advanced data export to PDF, Excel, and CSV
  • Well-detailed reports in simple tables
  • Customizable data visualization
  • Export invoices, bills, and purchase orders

Multi-User Access

  • Role-based access control
  • User activity logging
  • Customizable permissions
  • Concurrent multi-user support
  • User-specific settings and preferences

Data Security

  • Encrypted data storage
  • Manual backup and restore
  • Data export and import
  • Audit trails for all changes
  • Secure authentication

PDF Templates Customization

  • Customizable invoice templates
  • Personalized bill and receipt formats
  • Custom purchase order templates
  • Company branding and logo integration
  • Multiple template profiles
  • Batch printing and export

Troubleshooting

Need More Help?

If you're still experiencing issues, please contact our support team: