Guides
Inventory jobs, step by step.
Practical walkthroughs for the jobs teams actually do: labelling a storeroom, counting a van, lending gear, and moving off whatever you use today.
How-tos
- How to use ChatGPT or Claude with your inventory Add ItemTally as a connector in Claude or ChatGPT, sign in, and ask in plain language. Free on every plan. Changes appear as cards and happen only when you press Confirm. 4 steps
- How to set up an equipment checkout system Decide the rules first, label what you lend, make taking and returning quicker than not recording it, and let reminders do the chasing. A small team can be lending properly by the end of the week. 8 steps
- How to do a stock take Freeze movements, count one place at a time, count blind, review only the differences, and post corrections with a reason. Then count little and often so the big count stops hurting. 7 steps
- How to keep track of tools at work Number the tools worth chasing, put each one on a person's name when it leaves, treat every van and site as a location, and check each van once a week. Most crews are set up in an afternoon. 8 steps
- How to track inventory in Google Sheets or Excel One row per thing, locations as paths, a minimum column with a highlight rule, and a USB scanner that types into the search box. It works well for one person and one room, and it's honest to know where it stops. 7 steps
- How to label your inventory with QR codes Label the places first, then the things that move, and reuse the barcodes already on boxed stock. Size labels for the distance they're read from. Most teams finish a store room in an afternoon. 7 steps
- How to run a laptop loaner program Size the pool, write the rules, keep every loaner imaged and ready, hand them over with a due date and a signature, and wipe them on return. Use your device management tool for the device, and a lending record for who has it. 7 steps
- How to start a tool library Start small with tools people ask for, write simple loan rules, label everything, and make returns easy with reminders and a personal link for every member. Software can wait until lending is weekly. 7 steps
Moving to ItemTally
- Off your spreadsheet in an afternoon The full switching walkthrough: CSV import, presets, dry run and labels.
- How to switch from BoxHero to ItemTally Export your items from BoxHero's Data Center, save as CSV and upload. ItemTally recognises the BoxHero layout and maps name, barcode, cost and attributes. Check that your quantity column is set to Quantity, and split per-location quantities into one import per location. 6 steps
- How to switch from Cheqroom to ItemTally Export your items from Cheqroom as CSV with all fields, upload, and match the name, code and location columns. Then rebuild kits, re-create upcoming reservations and hand out what's currently in custody. History stays in Cheqroom's reports. 7 steps
- How to switch from Shelf.nu to ItemTally Export your assets from Shelf as a standard CSV, add a Type column, upload, and fix three column matches. Your own barcodes come across; plan to print ItemTally labels for anything that only has a Shelf QR code. 6 steps
- How to switch from Snipe-IT to ItemTally Export your assets from Snipe-IT as CSV, upload them, and fix three column matches by hand (Asset Tag, Default Location and the second value column). Asset tags stay as scannable codes, so your labels keep working. Licences and depreciation stay behind. 7 steps
- How to switch from Sortly to ItemTally Export Sortly's Inventory Summary report, save it as CSV and upload it. ItemTally recognises Sortly's columns, rebuilds your folder tree, fetches photos from their public links and attaches your barcodes. Then decide which items you lend. 7 steps
- Move your inventory spreadsheet into ItemTally Save the sheet as CSV, upload it, check what each column becomes, and import. Then print labels and invite the team. Keep the spreadsheet open the whole time; you can import the same file again later to update what's there. 7 steps
Know what you have.
Free for one editor and ten borrowers, with unlimited items. No card needed.