Software: Web Portal
Web portal, features, tools & actions
Accessing the Portal
Accessing, logging in & out, & resetting password.
Account Creation
The following outlines the steps to getting an account created with Simple RFID.Once your account...
Log In
Instructions on logging into the web portalTo access the portal login scree, enter portal.simpler...
Resetting Password
Instructions for how to reset your password.From the login screen click 'Forgot password?'Passwor...
Logout
To logout follow these steps in the Admin menu
Left Navigation Menu
Left menu containing core set of features
Navigation Menu: Inventory
Inventory views including Verified, Absent, & Archived
Inventory Controls
These page views & controls exist for all three inventory statuses, Verified, Absent & Archived.I...
Reset Inventory from Web Portal
Clear all Verified items by marking them Absent from the web portal. Clicking the "Audit" button ...
Inventory: Verified
Verified StatusThe Verified Inventory displays the current labels in the on hand inventorySelect ...
Inventory: Absent
Absent StatusView and manage Absent items from the web portal. Absent items are any item that was...
Inventory: Archived
To access the Archived list click on the bankers box icon, found in the upper right corner of the...
Inventory: Tag Level Properties
View & edit tag level properties from both the Products & Tags viewsProducts viewFrom the Product...
Navigation Menu: Inventory Compare (Currently hidden)
Use the Inventory Compare page to view RFID vs Partner counts, filter items, generate print jobs,...
Navigation Menu: Audit
Web Portal: Audit: View, Create, Start, Close
All Audits ViewThe Audit page in the Simple RFID Web Portal serves to create, manage, and review ...
Web Portal: Manual Input: Adding Products Manually to an Audit
Source: Manual InputDo you want to create an audit using data from another system? This article w...
Navigation Menu: Resolve & Sync
Web Portal: Resolve & Sync: Review Mismatches
This article describes the process of reviewing mismatched products generated in an inventory aud...
Web Portal: Resolve & Sync: Complete RFID Tasks
After mismatched products have been reviewed in the Resolution Center, each product may require o...
Web Portal: Resolve & Sync: Update Partner Counts via Sync
Update Partner InventoryIf you are auditing data from a spreadsheet or non-integrated source, fol...
Web Portal: Resolve & Sync: Update Partner Counts Manually
If you are using a 3rd party source to audit, this article walks through the final step in the pr...
Navigation Menu: Calculate Reorder
Set Min & Max thresholds to streamline reordering
Calculate Reorder
Manage your inventory using Min/Max templates to create Orders.Creating Stock Templates is a grea...
Setting Thresholds
The Calculate Reorder tab allows users to set thresholds for what they wish to have in stock, and...
Update Min/Max Values via Spreadsheet
Instructions on how to update min/max values for products via spreadsheet. To set min-max values ...
Navigation Menu: Scan Sessions
View & Download all Scan Sessions
Navigation Menu: Orders
Create, View, Edit & Manage Orders
Create Multiple Orders using Spreadsheet Upload
First select the order type for which you wish to create orders. Only orders of the same type can...
Generating Print Jobs from an Order
Any order type (Sales, Transfers, Purchases) can be converted into a print job to quickly print R...
Sales Order
Create Sales OrdersOrders can be created manually, one by one, or in bulk via spreadsheet upload....
Transfer Order
Create Transfer OrdersOrders can be created manually, one by one, or in bulk via spreadsheet uplo...
Purchase Order
Creating Purchase Orders enables labels to be printed for ordered items, then scanned to confirm ...
Navigation Menu: Printing
Print RFID labels
Create Print Job Manually
Select Printing from the navigation menu on the left.Click the “+” button located in the top righ...
Add Details to Print Job from Excel
Add details to a print job using a spreadsheet. Use our formatted spreadsheet template, or use yo...
Print Actions: Postpone & Resume, Cancel, Reprint
Postpone & ResumePerhaps you want to save your print job and print it later. To do this, instead ...
Print History
The print history displays a comprehensive record of all completed, postponed, and pending jobs. ...
Installing Print Client
Step 1. Connect the printer to the deviceThe printer can be connected to the PC via Network or US...
Calibrate from the web portal
Make sure the printer is unpaused before calibrating: Unpause your printerYou can calibrate your ...
Calibrate your printer
Calibrate from the web portalCalibrate from the printer
Ability to trim product prefixes from labels when printing
If you have information in one of your Product fields that you wish to have trimmed when printing...
Locking the Tag's Memory
Locking your tags prevents the tags from being edited. This is a requirement for all GS1 tags bei...
Navigation Menu: Products
Create, View, Edit, & Manage Products in all statuses
Product: Page Controls
Products: Active
Create ProductTo create a new product you must first select the Company Prefix you wish to use to...
Products: Inactive
Products: Draft
Instructions for creating and updating Draft Products. Draft Products can be created manually, by...
Products: Unknown
Create Product with Case Quantities
Products can be created which represent more than 1 item. This can represent a case pack, or any ...
Create a Product
This article provides instructions to create Products, both Closed Loop & GS1.Create ProductNavig...
Creating Products via Spreadsheet
If you are using Shopify please import your products from the Simple RFID app in Shopify1 - Downl...
Menu Bar
The Menu Bar appears before the Admin Menu in the upper right corner of the web portal and contai...
Menu Bar: Available Printers
Outline of available printers menuIt includes a list of all available printersEach printer includ...
Menu Bar: Available Printers: Calibrate Printer from Web
Access the Available Printers icon at the top-right of the page.Locate the desired print station ...
Menu Bar: Available Printers: Printer Profile
From the Menu Bar
Menu Bar: Knowledge Base
Coming Soon...
Link to Compare ToolLink to Onboarding PortalSupport Bot
User / Manager Menu
Top right navigation menu provides hardware views, settings, label designer, User menu, Locations...
Change Customer
If you have more than one account in Simple RFID you will see a "Change Customer" buttonCurrently...
Customer Profile
This page provides an overview of the account including:Account NameAbbreviation - This must be a...
Customer Profile: Audit Setting: Switching Audit Mode (Legacy mode / Advanced mode)
The system offers two modes for auditing: Legacy Audit, which is a basic flow, and Advanced Mode,...
Printers List
Provides a view of all print stations and connected printers. It includes:- Printer StationLocati...
Printers > Station Settings
This page allows for the assignment and view of all printers including settings.
Label Layouts > All Layouts
Label layouts are the label designs which have been created and saved. From this page a user may ...
Label layouts > Label Designer
The design editor allows a user to quickly design a label with any properties which appear for th...
Fonts
Use any font desired to print labels. Added fonts appear in the Fonts drop-down inside the Label ...
Layouts > Create from file
Use an existing design via the Create New Label From File pop-upClick the Create from File button...
Handheld Readers
This page provides visibility to all of your Handheld RFID readers connected to your account. It ...
Fixed Readers
Users
User:Create a UserIf you are a regular user (not manager), please contact your manager and ask to...
Location Framework
The Location Framework provides the ability to create properties that can be assigned to tags via...
Locations
This article covers the different types of locations that can be created, and how to create them....
Resources
Access the Resources tab by clicking on the Admin menu (top right corner), then select ResourcesR...
Logout
Instructions of how to log out of the web portalClick the Admin menu in the top right corner of t...
Printer Profile: Calibrate Printer from web
The printer profile page contains details for each connected printer. Users can navigate to this ...
Deactivating User
To deactivate an account, go to the SimpleRFID web portal and click Users. You need to have the M...