Overview
Link is the companion iOS app for Upright Lister that streamlines photography, inventory, and order management. In addition, Link can also be used with Manifest Tracking to update the status of store manifests as they move through the supply chain.
Using Link is an integral part of a barcode-optimized workflow. This guide shows how to use Link's core features in each step of your product lifecycle.
Table of Contents
How to Download and Install Link From the App Store
Upright Link is supported on iOS 13 or later devices. Make sure you have an iOS device capable of running iOS 13+. Click here to view a complete list of supported iOS devices and recommended peripherals.
Open your App Store
Tap the search icon
Type 'Upright Link' in the search bar and tap the blue “Search” button
Click the download icon on the right side. Once the download is complete, Link will appear on your home screen
💡Operational Tip: We recommend turning on automatic app updates so Link stays up to date with the newest features and improvements!
App Store Troubleshooting
If you can't find or download the app, try the following:
Double check you’re in the App Store and not the Apple Store app
Verify you've spelled Upright Link correctly in the search bar
Confirm the device is not in airplane mode and is connected to the internet
Swipe left or right on your home screen to see other installed apps
You may need to enter an Apple account username/password to download the app
How to Log In to Link
Tap the Link icon from your home screen
Use the same username and password you use to log in to Upright Lister
Tap the blue “Login” button
Note: If you don’t have access to Lister and have forgotten your password, please speak with your manager so they can reset your password
💡Operational Tip: Tap the eye icon in the password field to reveal the password!
Navigating the Main Dashboard
Swipe up and down on the dashboard to view all available features for your role. Tap an icon to open a feature and swipe right from within a feature to return to the dashboard.
Feature Overview
Below is a list of all features available in Link. Additional details on each feature are listed in the following sections of this guide.
Note: Certain features are only available based on your user Role.
Account Information: View your account details, Link version info, or log out
Urgent Tasks: Tool for Shopify POS sellers to take action on online orders
New Product: Create a new item from scratch that is not tied to a manifest
Reshelf: Putaway and reshelf items individually or in bulk
Purge: Get rid of products that aren’t selling
Pick Orders: Use filters or a pick list to find items to ship
Pick Up Manifests: Scan or search manifests to mark them as “In Transit”
Receive Manifests: Scan or search manifests to mark them as “Received”
Search: Find details about any product in your warehouse
Settings: Configure barcode scanning, photo compression, and photo backup
Manage Device: Edit camera access and other settings
Scan Barcode: Opens the camera to scan SKUs and open the product page
💡Operational Tip: The Scan Barcode tool (box 12, below) is excellent for photography teams to quickly pull up draft products and add pictures!
Account Information
Tap the portrait icon in the top left corner of Link
The installed version of Link is displayed under the Link icon
Your name and company name are displayed under the Link version number
Tap the blue “privacy policy” (or click here) to review our privacy policy
Urgent Tasks
This tool is exclusive for Shopify POS sellers to get notified when an online order is placed that contains an item stored on the retail floor.
New Product
The new product button is visible to all users whose role has access to create, edit, and post products to channels. This feature creates a new product that is not tied to a Manifest. If your team manifests every item and uses draft products, avoid using this feature. Instead, search for draft products using the search tool or barcode scanner for editing and photography.
If your team isn’t using manifests, click here to learn how to create a New Product.
Reshelf
With the Reself tool, you can easily store and move products between inventory locations. Scan as many product barcodes as you like; these products will instantly be reshelved when you scan the new inventory location.
Reshelf is our recommended method for inventory putaway as it provides the most flexibility for your operation and doesn’t require bringing a laptop computer or tablet into inventory to assign locations to products
Expedite inventory management even further by using a Bluetooth Ring scanner with Link to read barcodes more quickly than the camera in Link
Purge
If an item reaches the end of a Listing Strategy and doesn't sell, or the associated product is manually recycled, use the Purge tool to locate and remove it from your inventory.
Purging in Link requires the barcode on the product to be scanned before it is removed from inventory, eliminating human error in removing the wrong items from inventory.
Outdated, unsold, and recycled products are identified, tracked, and removed from inventory using Link (our recommendation) or via Lister.
Pick Orders
After a product has been paid for, our Digital Picking feature ensures you always grab the correct item off your shelf by incorporating barcode scanning.
Set up Picking Profiles in Lister to match your operational processes around order fulfillment
Pickers are assigned products in Link and guided through inventory in the most efficient way through your inventory layout
Assign up to 150 products to a picker per batch, and no pickers will be given the same product to pull off the shelves
If a product can’t be located by pickers, they mark it as “Not Found” for investigation by management or loss prevention
Pick Up Manifests
The Pick Up Manifests tool is part of the Manifest Tracking feature in Lister and Link. It is specifically designed for transportation teammates to mark manifests “In Transit” or “Missing” during the transfer of products from stores to the e-commerce for processing.
Using this tool adds greater visibility on the transfer of items from stores to e-commerce
Click the links below to learn about Manifest Tracking
Receive Manifests
Receive Manifests is part of the Manifest Tracking feature in Lister and Link and is specifically designed for e-commerce processors to mark manifests “Received” or “Missing” after products are transferred from stores to e-commerce for processing.
Using this tool adds greater visibility to the transfer of items from stores e-commerce
Click the links below to learn about Manifest Tracking
Search
Use the search tool to pull up information about any product by manually typing the SKU or product title or scanning the SKU. Click here to learn more about the Search function in Link
💡 Operational Tip: Photographers most commonly use the Scan tool instead of the Serch tool to pull up a draft product and take pictures instead of using the search tool. Click here to learn how to take photos in Link
Settings
The settings menu allows you to control a Bluetooth ring scanner, which helps speed up the scanning process. It also offers additional tools to assist with photography if you have poor internet connectivity.
Scanner Setup
These options control how you scan barcodes and the type of barcodes you use.
Scanner Mode:
Choose between one of the following options and test if scanners are working
Bluetooth Scanner (Recommended)
Upright Labs recommends using a Bluetooth ring scanner for faster barcode scanning instead of using the device’s built-in camera or a KOMTAC scanner
Camera (Default)
Scans barcodes using the built-in camera of the iOS device
Barcode Type:
1D Only (default): Link will only read standard barcode labels.
1D and 2D: Allows the barcode scanner to read standard barcodes and QR codes. Note: When using 2D barcodes, scanner performance may be slower, and some Bluetooth scanners are not compatible.
Tap to Test:
If using the device’s camera to scan barcodes, this option will open the camera to test if your barcodes are readable by Link
Photo Compression
Note: We only recommend enabling this setting if you have very slow internet speeds and are struggling to upload pictures at the default resolution
If your internet speed is poor, you may encounter slow loading speeds or errors with photos failing to load and save after taking pictures. Activating Photo Compression will lower the quality of your pictures but may help speed up the time it takes to save a product after taking pictures.
How to Activate/Deactivate Photo Compression:
Scroll down on the homepage of Link and tap “Settings”
Tap “Photo Compression”
Tap the desired setting
Tap the “X” icon to close the Photo Compression menu
Photo Backup
The Photo Backup feature saves copies of product photos to your device so you can manually upload images to your product if the internet connection becomes unstable.
Note: Activating Photo Backup will create copies of each photo taken in Link to your local device. We recommend periodically deleting older photos from your device to ensure its storage doesn't reach capacity.
How to Activate/DeactivatePhoto Backup:
Scroll to the bottom of the dashboard in Link and tap "Settings"
Tap "Photo Backup"
Tap "Save Photos to Device" or “Do Not Save Photos to Device”
Tap the X icon to close the photo backup menu
How to Use Photo Backup:
If you encounter issues with a dropped internet connection and our standard troubleshooting methods do not resolve the issue, follow the steps below to find and upload your photo backups:
Tap the "Cancel" button if the photo upload has stalled
Tap "Discard Changes" in the popup box
Re-open the product
Tap the pencil icon to open the product editor
Tap "Add from my Photo Library"
Select your backup photos and tap "Done"
Tap "Save"
Manage Device
These settings allow access to the device camera for taking pictures of products and scanning labels, Bluetooth access to connect ring scanners, and other settings.
Photos: Access is required to use Photo Backup
Bluetooth: Access is required for ring scanners to scan barcodes or use remote camera shutters
Camera: Access is required to take pictures of products and scan barcodes with the camera
Notifications: Access is required to utilize the Urgent Tasks feature
Background App Refresh: Access is required to utilize the Urgent Tasks feature
Scan Barcodes
The barcode scanner icon on the main dashboard opens the camera to quickly scan product barcodes and pull up information on a given item, saving the need to click into the Search tool.
💡Operational Tip: If you have a Bluetooth ring scanner connected to Link, scan a barcode directly from the main dashboard to pull up product details without needing to open the search or scan tools!
How to Log Out of Link
Tap the portrait icon in the top left corner of Link
Tap “Logout” at the bottom of the page
Related Guides
Have questions? Reach out to us at support@uprightlabs.com or via chat anytime between 9am-6pm ET, Monday to Friday