Help
Step-by-step guides for the main tasks in Hakomi.
Getting started
- Get started with your organizationChoose the right organization, set up its inventory and projects, and use the dashboard to find work that needs attention.
- Sign in and join your organizationAccept your invitation, sign in with a code from your email and choose the organization you work in.
- Work without a connectionPrepare your device, queue work when the connection drops and check that every change syncs afterwards.
Inventory
- Create and edit articlesCreate one article with photos and initial stock, then update its details and taxonomy.
- Adjust stockAdd or subtract stock at one location and safely clear all stock stored directly there.
- Archive and restore recordsRemove articles, locations and projects while preserving history, then restore eligible archived records.
- Export and print listsExport selected inventory rows to CSV or create printable article and project material lists.
- Review activityFind who changed inventory, reservations and records, then share the same filtered history view.
- Transfer articles to XPO MarketConnect your organization, map categories and send selected articles to XPO Market as draft listings.
- Find an articleSearch the inventory, narrow the list with filters, or scan an article label to open the article directly.
- Scan a location and see what is stored thereOpen a location from the QR code on its label or from its exact name, then review the articles stored there and in its bins.
- Print labelsCreate printable QR labels for articles, locations or the locations holding a project's reserved material.
- Add many articles from a spreadsheetValidate a CSV or Excel file, correct row errors and create many articles in one upload.
Moving material
Projects and trucks
- Manage projectsCreate, find and update projects, then track and move their reserved material through each project phase.
- Use project messagesRead project conversations, send messages and files, mention participants and follow unread updates.
- Reserve articles for a projectReserve one or several articles for a project, resolve stock conflicts, and change or cancel a reservation.
- Load and receive a truckCreate a project truck, track its loading status, and receive loose articles or whole boxes and pallets at the destination.
- Plan with the calendarReview project phases by month, filter the schedule, and set or move project dates.
- Follow up material that was not returnedFind overdue project material, return it to the warehouse, or remove lost stock.