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Getting Started with Stockaj

This guide walks you through your first steps with Stockaj — from creating your account to adding your first items and making your first rental.

Creating Your Account

  1. Navigate to Stockaj and click Sign Up.
  2. Enter your name, email address, and a strong password.
  3. Verify your email by clicking the link sent to your inbox.
  4. You're in! You'll be taken to the workspace creation wizard.
tip

If you were invited by a teammate, click the invitation link in your email instead. You'll join their existing workspace automatically.

Creating Your First Workspace

After registration, the Create Workspace wizard guides you through setup:

  1. Choose a Plan — Select the plan that fits your needs (you can start with Free).
  2. Workspace Details — Give your workspace a name (e.g., "Festival Equipment", "Office Supplies").
  3. Payment (paid plans only) — Enter your payment details. All paid plans include a 14-day free trial.
Screenshot needed

screenshot-create-workspace-wizard.png — The workspace creation wizard showing plan selection and workspace details steps.

Your Dashboard

Once your workspace is created, you'll land on the Dashboard — your command center for all things inventory and rentals.

Screenshot needed

screenshot-dashboard.png — The main dashboard showing summary statistics and recent activity.

The sidebar navigation gives you access to all features:

SectionWhat it contains
DashboardOverview and statistics
InventoryItems, Categories, Serial Numbers, Containers, Warehouses
RentalsRentals list, Prep Board (logistics)
ContactsRenters, Addresses
MonitoringAlerts
SettingsGeneral, Tags, Users & Roles, Webhooks, Alert Rules, Label Templates, API Tokens, Subscription
info

Some sections may not be visible depending on your role and permissions.

Adding Your First Items

  1. Go to Inventory → Items in the sidebar.
  2. Click the + New Item button.
  3. Fill in the item details:
    • Name — What is this item? (e.g., "Folding Table")
    • Category — Select or create a category (e.g., "Furniture")
    • Quantity — How many do you have?
  4. Click Create.

Your first item is now in your inventory! You can add more details later, including tags, photos, and custom fields.

→ Learn more in Managing Items.

Creating Your First Rental

  1. Go to Rentals in the sidebar.
  2. Click + New Rental.
  3. Select a Renter (or create one on the fly).
  4. Add items from your inventory with quantities.
  5. Optionally set an Expected Return Date.
  6. Click Create Rental.

Your rental starts in the In Treatment status. You can advance it through the workflow as items are prepared, dispatched, and eventually returned.

→ Learn more in Managing Rentals.

What's Next?

Now that you have the basics, explore these features: