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 has been created, you will be added as the Super User. Your email address is your Username. Set Password Email An email will be sent to the email address provided with a link to set your password. Open the email Click on the link Enter Your Password Repeat Your Password Click Save If you forget your password you can reset it . Now you can login to the web portal & mobile app using these credentials. Log In Instructions on logging into the web portal To access the portal login scree, enter portal.simplerfid.com into a web browser Login Screen Enter your email and password into the login fields. If you want to stay logged in on this device, check the "Remember me" box. Finally, click "Login" to enter the portal. If you have forgotten your password click the 'Forgot password?' link If you don't remember your password, click "Forgot Password", then enter your email address and click "Send a link to email". You should then receive an email with a link to reset your password. If your account hasn't yet been created, contact your manager or support@simplerfid.com Resetting Password Instructions for how to reset your password. From the login screen click 'Forgot password?' Password Reset Enter the associated email address Click Send a link to email Reset Notification Once sent, a notification will appear advising that the email has been sent. The pop-up also contains a link to ' Resend the code to email ' Reset Email An email will then be sent to the associated email with a button to reset your password Click 'Reset Password' Change Password screen Enter password Repeat password Click 'Save new password' Confirmation Notification A pop-up message will confirm that your password was changed successfully Logout To logout follow these steps in the Admin menu Navigation Menu Left menu containing core set of features Navigation Menu The Navigation Menu appears on the left side of the web portal. It includes the following tabs: Inventory Calculate Reorder Scan Sessions Orders Printing Products The menu collapses if the page is shrunk Down to Navigation Menu: Inventory Inventory views including Verified, Absent, & Archived Inventory Controls These page views & controls exist for all three inventory statuses, Verified, Absent & Archived. Inventory views 1. Location selector: Allows for a Specific location, or All Locations view 2. Inventory Statuses: (2A) Verified, (2B) Absent, and (2C) Archived 3. Downloader: Option to download reports for any status in Excel or CSV 4. Filters: Ability to customize views 5. Products vs. Tags view It provides the user with two basic views; Product, which groups the tags into the related product, & Tags which displays each tag on its own row. Products View Allows you to view inventory grouped by product (SKU). Tags View A row for every item. Verified Filter Ability to filter inventory by supplier, the verified date, ability to display expired items, filter by age and expiration, and sort by Absent Filter Reset Inventory from Web Portal Clear all Verified items by marking them Absent from the web portal. Clicking the "Audit" button on this page Reset's the inventory, moving "Verified" items to "Absent" status. Items remain Absent until scanned. Marking Items Absent A complete audit requires a user to rescan all items to confirm inventory Click the "Audit Inventory" button A pop-up will appear requesting that you confirm the action Click "Yes" to begin the audit A second pop-up will appear notifying that "Audit Inventory started" Click 'OK' to close the prompt Refresh the tab and you will see that the Verified tab is empty and these items have been moved to Absent status For this reason it's a good idea to view the absent list before starting an audit. If you fail to do so, no worries. As each item is move to absent it's date & time is recorded so you can easily identify when items were moved to this status. From the Scan Sessions tab a record of the start of the audit will appear This means that from the mobile app you don't need to click 'Audit', instead simply begin scanning and adding items. Partial Audit A partial audit allows you to audit a single item or a few items. It is recommend that you clear your Absent list and move items to Archived before performing a Partial Audit. Not doing so make it much more difficult to view the exact items being captured. Search for a specific product you wish to verify Click the Trash Can icon on the far right for all of these items. This will move only these items to Absent. Hover over the Trash Can to view message After clicking, you will see a pop-up message requiring you to confirm This will move the selected items to Absent status Rescan the items using the mobile app. They will appear as "Absent" in the scan Inventory: Verified Verified Status The Verified Inventory displays the current labels in the on hand inventory Select Location - If you have access to more than one location, select your location or select 'All' to view inventory for all locations Products / Tags switcher - provides ability to view inventory by product and individual tag level detail Products & Tags level switcher View items grouped by quantities Move Verified Items to Absent You can move items to Absent by product or tag: By Product - From the Products view, click the Trash-can icon on the far right of the product you wish to move all items to Absent status. Then accept the pop-up prompt. By Tag - Change to the Tags view. Then click the Trash-can icon on the far right of the Tag you wish to move to Absent status. Then accept the pop-up prompt. Inventory: Absent Absent Status View and manage Absent items from the web portal. Absent items are any item that was once verified, however has not scanned since an audit. You can view this "Absent" date, which is the audit date when the tag was no longer scanned. Archive Absent Items Archive by Product level - Move all items to Archived by Product by clicking the "Archive Items" button. Then accept the pop-up prompt. Archive by Tag level - Archive a single Tag by clicking the Trash Can icon on the far right side. Then accept the pop-up prompt. Clicking an individual Product opens the Item View pop-up. This pop-up displays the Absent date of each tag. Archive individual items by sliding the Products / Tags switcher to Tags view. From this page individual items can be archived the trash can icon. From this view you can see the Verified Date which is the last time the tag was scanned, and the Absent Date which is the first audit the tag was no longer found to be in inventory. Click an individual item and view the item's card which includes this date as well. Inventory: Archived To access the Archived list click on the bankers box icon, found in the upper right corner of the Inventory Products View. Accessing Archived Once clicked you will view the Archived list You may view Archived Inventory by single location, or by all archived items As with other inventory views you can view the Archived items by Product view & by Tags view. Tags remain in Archived State for 2 years after which they are purged. Archived > Products view Archived > Products View Pop-up From the Archived view you can click an individual Product to view the Archived Pop-up view. This pop-up displays item level data and includes the Archived date & time. Archived > Tags View Or view inventory by Archived Tags level to see individual items Archived > Tags View Pop-up Clicking an individual item opens that item's pop-up which displays Verified, Absent & Archived dates. If item item doesn't have an Absent date it is because it was archived via a scan or a sales order verification. Inventory: Tag Level Properties View & edit tag level properties from both the Products & Tags views Products view From the Product's level view click on any Product Products View: Tags Level Pop-up This displays tag level details for each Product. From this pop-up a user can edit information for a product including Expiration Date, Lot #, Cost, S/N, and SL (Sublocation). Product View Tags Pop-up: Adjusting the "Items Per Tag" Items created for anything greater than 1 can be edited from the Products view pop-up. To edit the case quantity: Click on the value Edit the value Click out of the cell and it will save Inventory: Tags View The Inventory Tags view displays item level details, one row for one item. From this view a user can see the internal serial number (ISN) of the tag, and the number of items each tag represents. Other properties can be added to the display from the settings icon located to the right of the Audit Inventory button. Tags View: Individual Item Pop-up Click on the row to view an individual item. In the below example you can see that the ISN is number 25, and the tag represents 1 item. From this pop-up edit any of the tag level properties, including Sublocation. Additionally, you may enter a "comment" related to the item. Tags View: Adjusting the "Items Per Tag" For an item that is a multiple quantity you can click on the row Tags View: Item Level Pop-up From the individual item pop-up, edit the Items quantity 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 great way to manage on-hand inventory. These templates allow you to set inventory thresholds which provide the framework for what should be on-hand and what you need to order. Original Stock Template How to Create a Stock Template Go to the "Calculate Reorder" feature Select the Template  Fill out the template then upload Wait for the icon to say "Successful" then confirm order has been sent as-well as other features   Setting Thresholds The Calculate Reorder tab allows users to set thresholds for what they wish to have in stock, and allows them to set a par of how much they must restock. Set Thresholds from Product profile From the Products tab, search for the item you wish to set pars Locate it and open it Click on the Min/Max tab Choose the Location Type for the location(s) you wish to set thresholds, or choose 'All' to include all entity types Click the checkboxes on the left At the top enter the Min and Max Click 'Apply' The quantities will be applied to the location(s) and will be 'enabled' Settings to Disable if Verified is 0 and Disable for Printing if Verified is 0 will be explained in a later article. Click "Save as active" Set from Calculate Reorder To quickly identify items that have not been assigned a Min & Max click the filter icon This will open the side filter menu 1. Supplier - Set the supplier filter if products have been assigned a supplier to quickly filter them 2. Limit the items Template Uploader Update Min/Max Values via Spreadsheet Instructions on how to update min/max values for products via spreadsheet.  To set min-max values via spreadsheet, navigate to the calculate reorder page and click on the "Get Template" button to download the template excel sheet. Next, fill in the required fields. Save the spreadsheet. Click on the "Upload Min Max Settings" button.  Select the location type (DC, Store, or Supplier), and select the specific location you wish to update. Upload the saved template and click OK to apply changes.   Note that this method only updates the specified SKUs at one location.  Navigation Menu: Scan Sessions View & Download all Scan Sessions Scan Sessions View and download any scan session 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 be uploaded. For this example we are creating Purchase Orders Select order type Next, click the "Import Orders" button Orders can be imported using a template provided by Simple RFID, or you can use your own spreadsheet. Import using Simple RFID Template The sheet contains: Order Number (required) Origin (required) Destination (required) SKU (required) Quantity (required) Lot Number Exp Date cost Born Date Serial Number Sell By Date Input details for the sheet. Click the "+ Choose" button Locate your file on your computer Click Import Import Using Your Own Sheet If the information for your orders already exists on a sheet you can use your own spreadsheet to create the orders. It's critical that the sheet contain all required fields: Order Number (required) Origin (required) Destination (required) SKU (required) Quantity (required) After selecting the order type And clicking the "Import Orders" button Click the "+ Choose" button Locate your file on your computer Next, click on the "The Custom Template Details" button to expose the field mapping Choose whether you wish to map by Title (such as SKU, Quantity, etc.), or if you wish to map by Index (Column Headers A, B, C) Choose the related Simple RFID field Click Import Import Orders view We can see the two orders from our spreadsheet. Any validation errors must be resolves before the orders can be saved. For our example we wrote "Warehouse" on our spreadsheet, however the location is named "Warehouse Location" Once the validation error has been resolved, click the Save button Our orders have now been created and are in Receiving status, able to be printed and received. Generating Print Jobs from an Order Any order type (Sales, Transfers, Purchases) can be converted into a print job to quickly print RFID labels for the items This article outlines how to convert each order type into a print job Converting a Sales Order into a Print Job Update the order status to "Shipping" Click Save Open the order again A "Print" button will appear in the top right corner of the Order Click Print The order details are loaded into the print interface Choose the Printer Choose the Label design Click Postpone to save the job Click Print to initiate the job immediately Converting a Purchase Order into a Print Job Update to Receiving Status Click Print Converting a Transfer Order into a Print Job Update to Shipping Status Click Print Sales Order Create Sales Orders Orders can be created manually, one by one, or in bulk via spreadsheet upload . Create a Sales Order manually Click the "+" button located on the Orders page From the pop-up window, select Sales Create Sales Order Order Number - the system generates an order number, or enter your own Origin - select the location where the order is being fulfilled Destination - enter the customer's name Add Products & Quantities - search and add products manually, or upload them via spreadsheet upload Click Save Once the Sales order is updated to Shipping status , labels can be printed for the order The Sales Order can also be verified for accuracy . Once the order has been verified, a progress bar will display the completeness of the order Transfer Order Create Transfer Orders Orders can be created manually, one by one, or in bulk via spreadsheet upload . Create a Transfer Order manually Click the "+" button located on the Orders page From the pop-up window, select Transfer Create Transfer Order Order Number - the system generates an order number, or enter your own Origin - select the location where the order is being fulfilled Destination - select the location where the order will be received Add Products & Quantities - search and add products manually, or upload them via spreadsheet upload Click Save Once the Transfer order is updated to Shipping status , labels can be printed for the order The Transfer Order can also be verified for accuracy using mobile Ship and Receive Once the order has been verified on Ship or Receive, a corresponding progress bar will display the completeness of the order Purchase Order Creating Purchase Orders enables labels to be printed for ordered items, then scanned to confirm all items are received complete. Create Purchase Orders Orders can be created manually , one at a time, or in bulk via spreadsheet upload . Create a Purchase Order manually To view only Purchase Orders , click the Purchase tab. Click the [+] button From the Pop-up select Purchase Create Purchase page Order Number - the system generates an order number, or enter your own Origin - select the location of the Supplier which fulfilled the order. Destination - select the location where the order will be received (your Distribution Center (DC) or Store location) Add Products & Quantities - search and add products manually, or upload them via spreadsheet upload If the desired Supplier is not present, create them from the Locations tab. Click Save Once the Purchase order is updated to Shipping status , labels can be printed for the order The Purchase Order can also be verified for accuracy using mobile Receive Once the order has been verified on Ship or Receive, a corresponding progress bar will display the completeness of the order 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 right corner of the screen Select the printer you wish to print to A. Select the desired layout. B. A preview of the label appears to the right Ref provides a window to enter a related reference field Print Job settings to enable EPC lock and/or enable EPC Verification for the job. These settings can be permanently enabled from the Printer Profile page. Search and add the item(s) you wish to print from the search bar on the right. Uploader to to upload print job details Once added, you can change the quantity of tags you'd like to print for the item. Print  - When ready, click ' Print ' at the bottom right of the page to print immediately. Postpone  - If you would like to print the labels at a later time, click ' Postpone ' and start printing later. Close  - If you would like to cancel the print job altogether, click ' Close ' and no information will be saved. From this point, you can add optional tag-specific information such as born date, expiration date, sell by date, lot number, serial number, or cost. None of it is required, but if you do not change anything, the tag’s default born date will be the day it is printed. To add this information, click on the name of the item once and the details panel will pop up on the right Add Details to Print Job from Excel Add details to a print job using a spreadsheet. Use our formatted spreadsheet template, or use your own template. Inside the Printing > Create Print Job page, click the upload button on the right If you'd like to use our spreadsheet template and input data there, in the new pop up window, click on the “Get Template” button. Then fill out the information for your print job and save the spreadsheet. Back on the web,  click the '+ Choose' button and select the file with the information you saved Once the file has been selected, click 'Import' Next, if you're using your own existing spreadsheet instead of the template, click "The Custom Template details" and select which columns contain the corresponding information. It will then add all the items to the print job, which you can print immediately or postpone. Note: If any of the information from the uploaded spreadsheet is invalid, you'll see this validation error on that item in the list A good practice is to scan the labels and upload them to verify that all tags have been printed correctly. Print Actions: Postpone & Resume, Cancel, Reprint Postpone & Resume Perhaps you want to save your print job and print it later. To do this, instead of clicking "Print" from the Print Controller, click "Postpone." This will create a saved Print Job which will appear on the Print History On the main Printing page, you can see the Printing Status of each job in the listed history. Start To start a print job, click the start button under the 'Actions' column Pause To pause a print job, click the Cancel To cancel the job, click the strike-through circle icon Reprint To reprint a print job, click the "reprint" icon Clicking reprint will create a new job with the same details Click Postpone to save the job in postponed status Click Print to initiate the print job immediately Click Close to exit without saving Print History The print history displays a comprehensive record of all completed, postponed, and pending jobs. It includes a 'Print Actions' column that allows you to pause, cancel or reprint jobs. 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, follow these steps to trim these properties. This feature requires Manager level permissions Using a manager’s account, access the Customer Profile from the Admin menu in the top right of the web portal Then enter any prefixes that you wish to be trimmed from products named when printing Finally, click save . Locking the Tag's Memory Locking your tags prevents the tags from being edited. This is a requirement for all GS1 tags being submitted to ALEC for approval. Locking the Tag's Memory Navigate to the Print Jobs menu in the left menu Before starting the print job, click the "EPC Lock" check-box This will permanently lock the tag and prevent it from being re-encoded Navigation Menu: Products Create, View, Edit, & Manage Products in all statuses Product: Page Controls Products: Active Create Product To create a new product you must first select the Company Prefix you wish to use to create the item This allows you to choose a GS1 company prefix to create an official GTIN / SGTIN, or choose a non-official GTIN or the Closed Loop prefix Choose the desired Company Prefix Click the "+" button Create GTIN / SGTIN To create a product using the GS1 format GTIN / SGTIN do the following: Enter the item's Name Enter the Item Reference Enter the SKU Enter the GTIN & Barcode (these can be the same value) Click Save as Active to create as an Active product Click Save as Draft to create a Draft product Click Close to exit without saving Create Closed Loop Products: Inactive Products: Draft Instructions for creating and updating Draft Products. Draft Products can be created manually, by integration, or via the Brand Magic feature. Update Draft Products To update a Draft Product to Active / Inactive status, the product must have data in all required fields. If the product is missing a required value it cannot be imported until added. Move to Active or Inactive In Bulk Update multiple Products in one action by clicking on the checkbox on the far right side. Then, click the Activate / Deactivate button which appears above. Click "Yes" on the pop-up This moves the Draft Products to Active / Inactive status. Move to Active / Save Draft Individually Click an individual Product from the Draft page This opens the Edit Product tab Ensure that all required fields are completed Click Save as Active to move to Active status Click Save as Draft to update the Draft product 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 packaging with multiple items. To create a case pack simply create the SKU from the Products tab Edit the "Items Per Case" quantity from the default of "1." In the below example the quantity is 20, so each time the tag is scanned it will generate a quantity of 20. Once you have printed tags for these items, edit these case quantity values from a specific serialized tag ( ISN ) from the Inventory Tag level view Create a Product This article provides instructions to create Products, both Closed Loop & GS1. Create Product Navigate to the Products tab by clicking on Products from the left menu Choose Company Prefix , either Default or GS1 Create a Closed Loop "Default" Product Default does not require the user enter a format to program tags. Click Default Click the [+] button Enter Name Enter SKU Company Prefix and Item Reference are automatically generated Items Per Case default is set to "1" Input data for any other fields you wish Click Save as Active if you wish to immediately use the Product OR Click Save as Draft is you wish to continue editing the Product Click Cancel to exit the page without saving Create Product as GS1 SGTIN-96 GS1 - Generates tags in the SGTIN-96 format. Requires a Company Prefix, & User must enter Item References for products. Enter Name Enter SKU Item Reference must be manually entered and must be unique Items Per Case default is set to "1" Input data for any other fields you wish Click Save as Active if you wish to immediately use the Product OR Click Save as Draft is you wish to continue editing the Product Click Cancel to exit the page without saving Creating Products via Spreadsheet If you are using Shopify please import your products from the Simple RFID app in Shopify 1 - Download Spreadsheet Spreadsheet will need to have the correct columns named Sku and Name. (The rest of the columns can be used but are not required). Spreadsheet template is not required to use, the only columns required would be the Sku and Name. You can just add those two columns to your spreadsheet. If you would prefer to upload the spreadsheet with the template you can find that on the Products page as well in the top right " Get Template " button. 2 - Upload into the Web Portal Now that you have the spreadsheet with the correct columns, the next thing we need to do is sign into our Simple RFID Web Portal. After signing in we will go to the "Products" tab located on the left hand side. At the top right of this page we will see the "Upload XLSX" button. ( Circled in yellow) After selecting Upload it will now allow you to choose a file from your computer. Select the XLSX file with your products and hit "OK" Step 3 - Check for errors Once you have uploaded it should have all your products in the Simple RFID Web Portal. However sometimes if there is an issue with the spreadsheet it can show an error and the reason. If you encounter an issue like this you can try to fix the issue or you can reach out to our support team to assist using the "Support" button on the Web Portal. Most issues come from the SKU column, duplicate SKU's will not allow the upload. Make sure all of your products have unique SKU's tied to them. Menu Bar The Menu Bar appears before the Admin Menu in the upper right corner of the web portal and contains: Available Printers, Knowledge Base & Support Bot Menu Bar: Available Printers Outline of available printers menu It includes a list of all available printers Each printer includes an image, and the make and model of each. It includes a connectivity indicator if the printer is connected (green dot) or disconnected (outline), and notice if host PC is online or offline. It includes two buttons: Web Calibration and Printer Profile 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 and click the Calibrate icon to the right. Finally, click Calibrate to start the calibration process. Accepting this prompt will then send both the media and ribbon and RFID calibrations to the printer, which will proceed automatically with the following steps: Media and Ribbon. Then a pause for roughly 10 seconds. And then the RF calibration, which will take longer; the labels will periodically inch out of the printer for approximately one minute. At the end of the process it will feed out 2 or 3 labels before stopping completely. After the calibration has completed: Open the printer and roll back the labels so the blank tags may be used—precision is not necessary Un-pause the printer Now you are ready to print. If the printer continues to VOID labels, repeat the process. If the issue persists, perform a calibration directly from the printer itself. Menu Bar: Available Printers: Printer Profile From the Menu Bar Menu Bar: Knowledge Base Coming Soon... Link to Compare Tool Link to Onboarding Portal Support Bot User / Manager Menu Top right navigation menu provides hardware views, settings, label designer, User menu, Locations menu, and more. Change Customer If you have more than one account in Simple RFID you will see a "Change Customer" button Currently the system operates on two frameworks, so some pages are on the URL "web.simplerfid.com" and other pages are on "portal.simplerfid.com" This article shows how to change the vendor from both. Portal.SimpleRFID.com To change customer from Portal: Click the admin menu, then click Change Customer A pop-up will appear allowing you to select the vendor Web.SimpleRFID.com To change customer from Web: From the Web you will see the selector is on the far left From the drop-down select the desired vendor Customer Profile This page provides an overview of the account including: Account Name Abbreviation - This must be a two letter abbreviation. Example 'DM' Email address where you wish to have general notifications sent 'Package' indicates the your plan such as "Trial" or "Standard" Brand Magic - Automatically resolve unknown GS1 products. Scanned unknown tags are converted it into a Draft products Company Prefixes - Enter a company prefix to print and scan tags using the SGTIN schema RFID Layouts - These are the label sizes which are available in your Label Designer Order Pick Sheet - These are controls for the order pick sheet to add or hide elements Save - saves changes Cancel - cancels operation and navigates away from the Customer Profile page If you don't see your label size available in the RFID Layouts list, please request that it be added via our support Printers List Provides a view of all print stations and connected printers. It includes: - Printer Station Location it is connected to Printers list Print Client Version Settings Icon 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 also create new label designs. 1. Search window provides ability to search saved designs 2. Card for each saved design and includes Name, Label size, DPI, Saved date and time, and a preview of the design 3. "+" button located in the upper right corner of the screen to navigate to the Label Designer to create a new label design 4. Ability to import an existing design from another label editor Label layouts > Label Designer The design editor allows a user to quickly design a label with any properties which appear for the Product, including description, size, color, price, barcode & QR code, image and more. Adding Fields to Label Layout Add any property from the Edit Product screen to your label by placing the name of the property in curly brackets as a text element in the Label Designer. Is your printed label missing properties? Search the product you are printing and check the fields to confirm that the product contains the field. E.g. In the example below: to print "Size: 7'" on the label, you would add a text element with {Reference1} Overview of Label Designer Template 1. Choose label size - Don't see your label size available in the Size dropdown? Email support@simplerfid.com and notify us. 2. Name Label Add Block: Text, Barcode, Symbol, Shape & Image 3. Text - This is any place where text will appear such as name, description, size, color, style, price, etc. in any font desired 4. Barcode - This allows you to add a barcode or QR code Unless you have a specific barcode type, such as UPC or EAN, you'll generally want to use Code 128 by default. 5. Symbol - add EPC global symbol other popular symbols 6. Shape - add basic shapes to design including line, box, circle 7. Image - upload a basic image 8. Delete Block - remove a single block from the canvas 9. Clear Layout - remove all blocks and clear the canvas 10. Grid settings - adjust grid lines 11. Align options 12. Editor window for selected block 13. Save button to save design. Once clicked the user is directed back to the Layouts page 14. Close button to close the design without saving. Once clicked the user is directed back to the Layouts page Edit Block Click on the Block you wish to edit Text Click Text Choose the Data source: Text, Property, Custom Text & EPC Text from the right in the Text Edit section Text : ID, Name, Category, MFG ID, SKU, Price, Item Number, Barcode, QR Code, BPN, & Items Per Tag Font: Choose existing font or add any font Property : Size, Color, Weight, Length, Width, Height, Full Description Custom Text : Pulls information from Ref 1-Ref 6 in the Products > Edit Product view EPC Text : tag level properties which include Items per tag, Cost, Cost per item, Born Date, Expiration Date, Lot Number, Sell by date, EPC, EPC ASCII, ISN, SN, or GTIN Barcode Click on the Barcode option on the right to view the Barcode Edit window Choose Data source. This allows you to use any text or number from any field and turn it into a barcode or QR code Symbol Add a common symbol such as ISO, Trademark, Copyright, or EPC logo Shape Add common shape like a box, circle, or line Image Fonts Use any font desired to print labels. Added fonts appear in the Fonts drop-down inside the Label Designer. Adding New Fonts If your desired font is not available please email support@simplerfid.com and advise on the font you wish to use. To be used a font must be in TFF or OTF file format. Choose Font To select the desired font navigate to the Label Layouts page Open the template you wish to edit. Click on the text object you wish to edit. On the right side click the Font" drop-down Choose the desired font Click Save Please note that the new font won't appear in the preview, however it will print on the label. Our next improvement will display this new font in the label design template. Layouts > Create from file Use an existing design via the Create New Label From File pop-up Click the Create from File button from the Layouts page Click the " + " button and locate your file. Make sure that your file is a valid file type Name your Design Choose the label size Choose the DPI of the original design Click Create Handheld Readers This page provides visibility to all of your Handheld RFID readers connected to your account. It provides visibility to all devices, identifies who last used the device, where they were located, and when it was used. It displays the device firmware to help identify the devices which must be updated. Model Number Serial Number of all devices First connected date Last connected date Location it was last at The user who last used the device Firmware of the device - find the current firmware version here Fixed Readers Users User: Create a User If you are a regular user (not manager), please contact your manager and ask to create an account. Reset Password 1. Go to Login Page 2. Click "Forgot password?" 3. Enter your email 4. Click "Send a link to email" 5. Open your email inbox 6. Open noreply email 7. Click "Reset Password" 8. Enter the new password twice 9. Click "Save new password" Deactivate User If you are a regular user (not manager), please contact your manager to deactivate your user. Manager: Create a User Go to Users (logged in as Manager) Click the “ + ” button to add a new user. Enter the user’s first and last name , email address , and optionally a phone number . Select the locations this user will have access to. OR 4. Give them Manager access for full access to all locations . 5. Finally, click Create . The user will then receive an email to set their password and log in. Resetting User Password Same as User. OR 1. Go to Users list 2. Click on the desired User to open it 3. Click "Reset Password" > "Reset" A "Reset Password" email should is sent to the user. User will need to Reset the password as above in user's "Reset Password" after step 5. Deactivating a User 1. Go to Users list 2. Click on the desired User to open it 3. Click "Deactivate User" > "Deactivate" Location Framework The Location Framework provides the ability to create properties that can be assigned to tags via a drop-down menu. Although this is called "Location" Framework, these properties can include anything you wish to associate with your items such as: Sublocations - Create rows, bins, isles, etc. Flags - Set items to status such as alterations, embroidery, layaway, etc. Process - Assembly, Packaging, QA, etc. List tab The Location Frameworks list tab displays all created frameworks. Edit tab The Edit tab allows for creation of new frameworks and editing of existing frameworks Create a Framework From the Edit tab: Type & Location - Select the type & location you wish to apply the framework to Add - From the add section, enter the values separated by a comma Click the "+" button to add them Edit a Framework From the List tab: Select the desired framework From the Edit tab: Click the pencil icon to edit an existing value Click the Trash Can icon to delete the value Or use the Add row to add a new property These frameworks appear on the web portal Inventory tab Tag level views, and can be edited there. These frameworks can be set from the mobile device Write Tags page when using Single Tag Encoding Locations This article covers the different types of locations that can be created, and how to create them. Navigate to the Create Locations menu by clicking the User Settings from the top right menu, then selecting Locations. Location Types There are three types of locations which can be created in Simple RFID. 'DC' or Distribution Center (Warehouse) Store (Retail Space) Supplier (any external vendor) Create a Location Set the location type to the entity you wish to create Click the "+" button located in the upper right corner Enter information for the location including: Name Phone Email Contact Time Zone Country Address (including City, State & Zip Code) It's important that your addresses are up-to-date. This address is used to ship supplies. Finally click "Save" to save the results A current bug requires that the page be reloaded to display the new location. Switch the filter to a different location type and return back to what you created and it will appear. Resources Access the Resources tab by clicking on the Admin menu (top right corner), then select Resources Resources The Resources tab provides important links required for setup and maintenance. The sections include: Printing Utilities Download the print client and Zebra tools (Zebra Designer & Setup Utilities) Printing Instructions Instruction on setup, and common issues Printers Support/Drivers Drivers for various printer models - MacOS Print Client - Applications Links to install the mobile app (Play Market & App Store) TSL Firmware Firmware to update your TSL handheld RFID reader Logout Instructions of how to log out of the web portal Click the Admin menu in the top right corner of the screen Click 'Logout' This will forward you to the login screen Printer Profile: Calibrate Printer from web The printer profile page contains details for each connected printer. Users can navigate to this page from the Available Printers pop-out menu, or the Station Settings Printer Profile Details Location the printer is connected to 'Station' (Host PC) the printer is connected to Serial Number of the Printer Firmware Version of the Printer Date the printer was setup Printer DPI: 203, 300, or 600 Connection Method: USB or Ethernet Print Station connectivity indicator Printer connectivity indicator Notes section Calibrate Printer button Save button to save changes Close button to exit the page Calibrate Printer from Printer Profile Calibrate click the button Click 'Calibrate' on pop-up Accepting this prompt will then send both the media and ribbon and RFID calibrations to the printer, which will proceed automatically with the following steps: Media and Ribbon. Then a pause for roughly 10 seconds. And then the RF calibration, which will take longer; the labels will periodically inch out of the printer for approximately one minute. At the end of the process it will feed out 2 or 3 labels before stopping completely. After the calibration has completed: Open the printer and roll back the labels so the blank tags may be used—precision is not necessary Un-pause the printer Now you are ready to print. If the printer continues to VOID labels, repeat the process. If the issue persists, perform a calibration directly from the printer itself. Deactivating User To deactivate an account, go to the SimpleRFID web portal and click Users . You need to have the Manager role in the SimpleRFID web portal. Find the account by typing the name in the search box. Click on the account that appears in the search results. Click Deactivate user . Now, we can see that the account is deactivated.