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157 lines
5.9 KiB
Markdown
157 lines
5.9 KiB
Markdown
---
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title: Connect to Server
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---
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## Connect to InvenTree
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Use of the InvenTree app assumes that you (the user) have access to an InvenTree server.
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When first running the app, no profile has been configured. The *server* icon in the top-right corner of the home screen is <span style='color: red'>red</span>, indicating that there is no connection to an InvenTree server:
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{% with id="no_server", url="app/initial.png", maxheight="240px", description="No server configured" %}
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{% include "img.html" %}
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{% endwith %}
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Press on the server icon to navigate to the server selection view:
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{% with id="no_profiles", url="app/no_profiles.png", maxheight="240px", description="No server configured" %}
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{% include "img.html" %}
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{% endwith %}
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### Create Server
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!!! success "Server Profiles"
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The app supports multiple server profiles, providing simple switching between different InvenTree servers and/or account profiles.
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Press the <span class='fas fa-plus-circle blue'></span> button in the bottom-right corner of the screen to create a new server profile.
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{% with id="add_profile", url="app/add_server_profile.png", maxheight="240px", description="Add server" %}
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{% include 'img.html' %}
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{% endwith %}
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Enter the required server details:
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| Parameter | Description |
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| --- | --- |
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| **Name** | Name for the server profile (can be any value, simply for reference) |
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| **Server** | InvenTree server address (including port, if required). e.g. `http://inventree.myserver.com:8080` |
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| **Username** | Your account username (case sensitive) |
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| **Password** | Your account password (case sensitive) |
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### Connect to Server
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Once the server profile is created, you need to connect to the server. Simply short press on the server profile to connect.
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Alternatively, long press on the server profile to activate the context menu, then select *Connect to Server*.
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When the app successfully connects to the server, a success message is briefly displayed at the bottom of the screen. A green <span class='fas fa-check-circle green'></span> icon next to the server profile indicate that the profile is currently *selected* and also the connection was successful.
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{% with id="connected", url="app/connected.jpg", maxheight="240px", description="Connected to server" %}
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{% include 'img.html' %}
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{% endwith %}
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### Connection Failure
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If (for whatever reason) the app does not successfully connect to the InvenTree server, a failure message is displayed, and a red <span class='fas fa-times-circle red'></span> icon is displayed next to the server profile.
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{% with id="failed", url="app/unauthorized.jpg", maxheight="240px", description="Connection failure" %}
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{% include 'img.html' %}
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{% endwith %}
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In this case, the error message displayed at the bottom of the screen provides context as to why the app could not successfully connect to the server.
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To edit the server profile details, long press on the server profile, and select *Edit Server Profile*:
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{% with id="edit", url="app/edit_server.jpg", maxheight="240px", description="Edit server profile" %}
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{% include 'img.html' %}
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{% endwith %}
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## Home Screen
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The app *home screen* provides quick-access buttons for stock view and actions:
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{% with id="home", url="app/home.png", maxheight="240px", description="Home screen" %}
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{% include 'img.html' %}
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{% endwith %}
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### Scan Barcode
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Select the *Scan Barcode* icon to open the [barcode scanner](./barcode.md). Scan a barcode to navigate to a detail view for the item you have scanned.
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### Search
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Select the *Search* icon to open the InvenTree search window. Entering a search term will return multiple search results, as shown in the examples below:
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{% with id="search_1", url="app/search_1.png", maxheight="240px", description="Search results" %}
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{% include 'img.html' %}
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{% endwith %}
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{% with id="search_2", url="app/search_2.png", maxheight="240px", description="Search results" %}
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{% include 'img.html' %}
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{% endwith %}
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### Parts
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Select the *Parts* icon to open the [parts display](./part.md). This initially displays the top-level part category, showing information for parts and sub categories.
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### Starred Parts
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Selected the *Starred Parts* icon to show a list of parts you have personally marked as your "favorite" parts.
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### Stock
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Select the *Stock* icon to open the [stock display](./stock.md). This initially displays the top-level stock category, showing information for stock items and sub locations.
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### Purchase Orders
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Select the *Purchase Orders* icon to open the [purchase orders display](./po.md). This shows a list of currently outstanding purchase orders, allowing line items to be received into stock.
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### Suppliers
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Select the *Suppliers* icon to display the list of available suppliers
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### Manufacturers
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Select the *Manufacturers* icon to display the list of available manufacturers
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### Customers
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Select the *Customers* icon to display the list of available customers
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### Settings
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Select the *Settings* icon to open the [settings display](./settings.md)
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## Drawer Menu
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The *Drawer Menu* is a quick-access menu which is accessible from most display screens:
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{% with id="drawer", url="app/drawer.png", maxheight="240px", description="Open drawer menu" %}
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{% include 'img.html' %}
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{% endwith %}
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The *Drawer Menu* can be accessed in the following ways:
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- From the *Home Screen* select the *Drawer* icon in the top-left corner of the screen
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- From any other screen, long-press the *Back* button in the top-left corner of the screen
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The *Drawer Menu* provides instant access to the following actions:
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### InvenTree
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Select *InvenTree* to navigate to the [home screen](#home-screen).
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### Scan Barcode
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Select *Scan Barcode* to open the barcode scanner, and scan an InvenTree stock item or location to instantly jump to the relevent view. Refer to the [barcode documentation](./barcode.md) for more information.
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### Search
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Select *Search* to open a global search screen.
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### Settings
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Select *Settings* to navigate to the app [settings](./settings.md) menu.
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