Learn WyntIQ with screenshots.

First steps after receiving access.

1. Open WyntIQ on the approved customer device.
2. Sign in with the role provided by the administrator or WyntIQ contact.
3. Review the dashboard for urgent requests, stock risk, workflow health, and audit visibility.
4. Start with sample data during evaluation before entering sensitive operational data.

Activate trial or paid access.

Online activation

1. Open License from the admin menu.
2. Paste the activation code provided by WyntIQ.
3. WyntIQ verifies the license and stores the local signed license token.

Offline activation

1. Generate an offline activation request from the License screen.
2. Send the request to your WyntIQ contact through the approved channel.
3. Import or enter the offline activation code returned by WyntIQ.

Understand roles before adding data.

• Administrator: manages configuration, users, roles, license status, reports, backups, and activation.
• Officer / Manager: approves, rejects, and reviews operational activity.
• Logistics user: manages stock, issues, receipts, and demand movement.
• Technician / field user: raises requests, scans QR tags, and records field events.
• Accounts user: prepares quotations, invoices, and payment follow-up.
• Vendor user: updates quote, dispatch, delivery, and availability information where enabled.

Manage stock and availability.

1. Add or import item records with part name, category, location, quantity, and minimum stock threshold.
2. Use stock status views to identify low-stock, out-of-stock, and healthy items.
3. Record receipts, issues, transfers, and adjustments through the approved workflow.
4. Use notes and references to preserve operational context for later review.

Bring customer data into WyntIQ safely.

1. Start with CSV or Excel import for the first controlled customer load.
2. Plan SQL Server, SQLite, Azure SQL, REST API, ERP, or application connectors with customer IT.
3. Use read-only access first, map fields, preview records, and back up before bulk import.
4. Keep passwords and API secrets in the approved customer vault or secure admin process.

Raise, approve, and issue demands.

1. Create a demand with item, quantity, urgency, requester, location, and reason.
2. Approvers review the demand and either approve, reject, or request clarification.
3. Logistics users issue stock when available or mark demand status for procurement or transfer.
4. The audit trail records who raised, approved, issued, or modified the demand.

Move approved needs into purchasing and billing.

1. Move approved demands into purchase, RFQ, quote, order, dispatch, and receive workflows.
2. Record vendor quote details, expected delivery, and receipt status.
3. Create quotations, proforma invoices, invoices, and payment follow-up from the Accounts desk.
4. Use email readiness only after the customer sender account is configured.

Track assets with physical identity.

1. Create asset records for vehicles, kits, crates, equipment, tools, or critical items.
2. Assign custodian, location, serviceability status, and last known movement.
3. Generate or attach QR tags where supported.
4. Scan QR tags to verify item identity, update status, or open the asset record quickly.

Review accountability and readiness.

• Use audit logs to review important actions by user, role, time, and record.
• Use readiness views to understand stock, assets, backlog, and operational risk.
• Export reports only when allowed by your role and organisation policy.
• Keep operational comments clear so later reviews understand why decisions were made.

Use WyntIQ when connectivity is limited.

1. Continue recording approved local activity while offline if your deployment supports it.
2. Check sync diagnostics for pending events, node health, and last successful synchronization.
3. Use approved fallback transfer methods only if configured for your organisation.
4. When connectivity returns, review sync status before relying on central dashboards.

When to contact support.

• Activation code is expired, rejected, or tied to the wrong device.
• Trial has expired and you need an extension or paid conversion.
• Users cannot access the correct role or workflow.
• Sync diagnostics show repeated failures or pending events are not clearing.
• You need deployment planning for production use.