Overview of Features and Settings in Upright Link

How use Upright Lister’s companion iOS App

Rain Gilbert avatar
Written by Rain Gilbert
Updated over a week ago

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 the core features of Link 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.

  1. Open your App Store

  2. Tap the search icon

  3. Type 'Upright Link' in the search bar and tap the blue “Search” button

  4. 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

  1. Tap the Link icon from your home screen

  2. Use the same username and password you use to log in to Upright Lister

  3. Tap the blue “Login” button

    • Note: If 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.

  1. New Product: Create a new item from scratch that is not tied to a manifest

  2. Reshelf: Putaway and reshelf items individually or in bulk

  3. Purge: Get rid of products that aren’t selling

  4. Pick Orders: Use filters or a pick list to find items to ship

  5. Pick Up Manifests: Scan or search manifests to mark them as “In Transit”

  6. Receive Manifests: Scan or search manifests to mark them as “Received”

  7. Search: Find details about any product in your warehouse

  8. Settings: Configure barcode scanning, photo compression, and photo backup

  9. Manage Device: Edit camera access and other settings

  10. Account Information: View your account details, Link version info, or log out


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 for editing and photography.

💡Operational Tip: If your organization uses manifests for all items, it is essential to train users not to use this button when processing and photographing items.

If your team isn’t using manifests, click here to learn how to create a New Product.


Reshelf

Easily store and move products between locations in your inventory with the Reself tool. Scan as many product barcodes as you like, and these products will instantly be reshelved when you scan the new inventory location.


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 will be 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

  • When a product isn't found by pickers, it is marked 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 and 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.


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 the transfer of products from stores to the e-commerce for processing.


Search and Scan Barcodes

The “Scan” icon at the top right corner of the dashboard opens the camera app to scan a barcode to pull up information about a product. You can also use the search tool to pull up information about any product by manually typing the SKU or product title.

💡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 having to open the search tools!


Settings

The settings menu allows you to control a Bluetooth ring scanner that helps speed up the scanning process and 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)

  • 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

  1. Scroll down on the homepage of Link and tap “Settings”

  2. Tap “Photo Compression”

  3. Tap the desired setting

  4. Tap the X icon in the top left corner

Select the photo compression level via the settings menu in Link

Photo Backup

How to Activate 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.

  1. Scroll to the bottom of the dashboard in Link and tap "Settings"

  2. Tap "Photo Backup"

  3. Tap "Save Photos to Device"

  4. Tap the X icon to close the photo backup menu

image

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:

  1. Tap the "Cancel" button if the photo upload has stalled

  2. Tap "Discard Changes" in the popup box

  3. Re-open the product

  4. Tap the pencil icon to open the product editor

    image
  5. Tap "Add from my Photo Library"

  6. Select your backup photos and tap "Done"

  7. Tap "Save"

    image

Manage Device

These settings allow access to the device camera for taking pictures of products and scanning labels, Bluetooth access to connect ring scanners, along with other settings

  • 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


Accessing Account Information

  1. Tap the portrait icon in the top left corner of Link

  2. The installed version of Link is displayed under the Link icon

  3. Your name is displayed under the version number of Link

  4. Tap the blue “privacy policy” (or click here) to review our privacy policy


How to Log Out of Link

  1. Tap the portrait icon in the top left corner of Link

  2. 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

Did this answer your question?