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
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...
Audit from Web Portal
Start an Audit from the Verified inventory tab on the web portal. Remember starting an audit move...
Inventory: Verified
The Verified Inventory displays the current labels in the on hand inventorySelect Location - If y...
Inventory: Absent
View and manage Absent items from the web portal. Absent items are any item that was once verifie...
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: 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 status for which you wish to create orders. Only orders of the same type c...
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
Purchase Order
Create Purchase Orders, then convert them into print jobs, & scan the labels to verify all tags a...
Navigation Menu: Printing
Print RFID labels
Create Print Job Manually
Select Printing V2 from the navigation menu on the left.Click the “+” button located in the top r...
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. ...
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...
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...
Printers V2 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 ...