Tutorials

Learn how to use VeriShelf to manage shelf expiry across all your retail locations

Getting Started

1. Create Your Account

Start by creating your VeriShelf account. Choose a subscription plan that fits your number of locations, then complete the signup process.

  1. Visit the Pricing page
  2. Select your plan (Starter, Professional, or Enterprise)
  3. Enter the number of locations you need to manage
  4. Complete the checkout process
  5. You'll be redirected to your dashboard after payment

2. Set Up Your Store Locations

Before adding products, set up your store locations. This helps organize your inventory by location.

  1. Click the "Stores" button in the dashboard navigation
  2. Click "Add New Store"
  3. Enter the store name (e.g., "Store #001", "Downtown Location")
  4. Click "Add Store" to save
  5. Repeat for all your locations

Adding Products

Manual Entry

Add products manually by filling out the product form in your dashboard.

  1. Navigate to the "Add Product" section in your dashboard
  2. Enter the product name
  3. Select or enter the expiry date
  4. Enter quantity (default is 1)
  5. Select the location/store where the product is located
  6. Optionally add: barcode, category, cost, supplier, and notes
  7. Click "Add Product" to save

Tip: Products are automatically saved to your account and will persist across logins.

Barcode Scanner

Use the built-in barcode scanner to quickly add products by scanning their barcodes.

  1. Click the "Scan" button in the dashboard navigation
  2. Allow camera access when prompted
  3. Point your camera at the product's barcode
  4. The barcode will be automatically detected and filled in
  5. Complete the remaining product details
  6. Click "Add Product" to save

Note: The scanner works best in well-lit conditions. If a barcode isn't detected, try adjusting the angle or lighting.

CSV Import

Import multiple products at once using a CSV file. This is ideal for bulk product entry.

  1. Prepare a CSV file with columns: name, expiry_date, quantity, location, barcode, category, cost, supplier, notes
  2. Click the "Import" button in the dashboard
  3. Select your CSV file
  4. Review the imported items
  5. All items will be automatically saved to your account

Tip: You can export your current inventory as CSV to see the exact format needed.

Managing Products

Editing Products

Update product information at any time.

  1. Find the product in your inventory table
  2. Click the "Edit" button (pencil icon)
  3. Update any fields you want to change
  4. Click "Save Changes"

Changes are saved immediately to your account.

Removing Products

Mark products as removed when they're taken off the shelf. This keeps a record but hides them from active inventory.

  1. Find the product in your inventory table
  2. Click the "Remove" button (checkmark icon)
  3. The product will be marked as removed with a timestamp
  4. Removed products are hidden from the main view but can be viewed in history

Deleting Products

Permanently delete products from your inventory. This action cannot be undone.

  1. Find the product in your inventory table
  2. Click the "Delete" button (trash icon)
  3. Confirm the deletion
  4. The product will be permanently removed from your account

Warning: Deleted products cannot be recovered. Consider removing instead if you want to keep a record.

Duplicating Products

Quickly create copies of existing products with the same details.

  1. Find the product you want to duplicate
  2. Click the "Duplicate" button (copy icon)
  3. A new product will be created with "(Copy)" appended to the name
  4. Edit the duplicate to change any details as needed

Searching and Filtering

Search Products

Quickly find products by searching across name, barcode, category, or supplier.

  1. Type your search term in the search box
  2. Results will filter in real-time as you type
  3. Search works across product names, barcodes, categories, and suppliers

Filter by Status

Filter products by their expiry status to focus on items that need attention.

  • All: Show all products
  • Safe: Products that are not expiring soon
  • Warning: Products expiring within the warning period (default: 3 days)
  • Expired: Products that have passed their expiry date

Filter by Location

View products from specific store locations or all locations at once.

  1. Use the location dropdown selector
  2. Select "All Locations" to see everything
  3. Select a specific store to see only products from that location

Filter by Category

Filter products by category to organize by product type.

  1. Use the category dropdown filter
  2. Select "All" to see all categories
  3. Select a specific category to see only products in that category

Expiry Management

Automated Expiry Engine

VeriShelf automatically monitors your inventory for expired and expiring products every 15 minutes.

  • The system checks all products every 15 minutes
  • Expired items are highlighted in red
  • Items expiring soon are highlighted in yellow
  • You'll see a status indicator showing when the last check occurred

Expiry Calendar

View all product expiry dates in a calendar format to plan ahead.

  1. Click the "Calendar" button in the dashboard
  2. Browse through months to see upcoming expiries
  3. Dates with expiring products are highlighted
  4. Click on a date to see which products expire on that day

Alerts Panel

Get a comprehensive view of all products that need attention.

  1. Click the "Alerts" button in the dashboard
  2. View all expired and expiring products in one place
  3. See detailed information about each alert
  4. Click on any product to edit or remove it

Reports and Export

Export to CSV

Export your inventory data to CSV format for external analysis or backup.

  1. Click the "Export" button in the dashboard
  2. Select "Export to CSV"
  3. Your inventory will be downloaded as a CSV file
  4. Open the file in Excel, Google Sheets, or any spreadsheet application

Export to PDF

Generate professional PDF reports of your inventory.

  1. Click the "Export" button
  2. Select "Export Full (PDF)" for complete inventory
  3. Or select "Export Expired (PDF)" for only expired items
  4. Or select "Export Expiring (PDF)" for items expiring soon
  5. The PDF will be generated and downloaded

Backup and Restore

Create backups of your data and restore them when needed.

  1. Click the "Backup" button to download a backup file
  2. The backup includes all products, settings, and templates
  3. To restore, use the import feature and select your backup file
  4. Confirm the restore to replace current data with backup data

Tip: Create regular backups to protect your data.

Settings

General Settings

Customize VeriShelf to match your preferences and workflow.

  • Warning Days: Set how many days before expiry to show warnings (default: 3 days)
  • Default Location: Set the default store location for new products
  • Currency: Select your preferred currency for cost display
  • Language: Choose your preferred language
  • Time Zone: Set your time zone for accurate date/time display

Notifications

Configure browser notifications for expired items.

  1. Go to Settings → Notifications
  2. Enable or disable browser notifications
  3. Set the notification check interval (default: 60 minutes)
  4. Allow browser notifications when prompted

Appearance

Customize the look and feel of your dashboard.

  • Theme: Switch between dark and light mode
  • Date Format: Choose your preferred date format (MM/DD/YYYY, DD/MM/YYYY, or YYYY-MM-DD)

Tips and Best Practices

  • Regular Updates: Update product quantities and expiry dates regularly to maintain accurate inventory.
  • Use Categories: Categorize products to make searching and filtering easier.
  • Barcode Scanning: Use the barcode scanner for faster product entry, especially during inventory counts.
  • Check Alerts Daily: Review the Alerts panel daily to catch expiring products early.
  • Backup Regularly: Create backups of your data on a regular schedule to protect against data loss.
  • Use Templates: Create product templates for frequently added items to speed up data entry.
  • Multi-Location Management: Use the location selector to manage inventory across all your stores efficiently.

Need More Help?

If you have questions or need assistance, our support team is here to help.

Contact Support