Overview
If you are transitioning to Upright Lister from another inventory management tool, there are a few important steps to take to ensure a smooth transition. This help article will walk through those steps and some common questions. As a note, this article is only relevant for Goodwill regions.
Table of Contents
Step 1: Select Date for Transition/Training
The first step is to select a date for your transition to Lister from your previous system. Typically, regions will conduct their Upright Labs training session early in the week and will set their second training date as the date of the transition. Once a transition date has been set, you’ll need to confirm the date of the transition with the Shopgoodwill team via email.
Your Lister training session will be coordinated shortly after you sign the contract to switch to Upright Lister. This should be done, ideally, 3-4 weeks in advance of the training date.
Step 2: Order Equipment
To fully utilize Upright Lister and ensure a seamless transition, it’s important that you have the necessary equipment. This help guide outlines supported printers, labels, and other equipment. Upright Labs recommends ordering equipment 3 weeks prior to the training session.
Step 3: Complete EasyPost Account Set Up
EasyPost is the third-party application we use to calculate shipping rates and purchase labels through Lister. This is required to utilize Lister for shipping.
Create your EasyPost account by following this guide
Once you have created your account, please share your login details with our team using this form. This will allow us to connect your EasyPost account to Lister
Next, you'll want to add your carrier accounts. Please read and follow this guide to do so
Finally, add your billing information to purchase shipping labels. Please share this guide with your finance team in order to complete this step
EasyPost Tips & Best Practices
EasyPost has negotiated rates for USPS, so most regions will only add their FedEx credentials
All insurance, USPS shipping labels, and additional fees are charged via your EasyPost account. FedEx and UPS shipping labels will continue to be invoiced via the carriers. This help article provides further detail on how charges work in EasyPost
If using a bank account as the primary payment method, be sure to set a recharge threshold that will allow for at least 5 days of shipping costs to ensure the team does not run out of funds before funds can be transferred to the account
Upright Labs strongly recommends setting up a backup payment method in EasyPost (typically a credit card). This will ensure that there are always funds available to purchase shipping labels to minimize bottlenecks in your fulfillment operations
Check out our blog post, How to Design a Warehouse Layout for Secondhand Inventory Fulfillment for details about how to optimize your inventory!
Step 4: Set up Lister Connect
Lister Connect allows the e-commerce team to print product barcode labels, inventory location labels, and shipping labels. Lister Connect needs to be installed on any computer that will be used to print these labels.
If possible, we recommend installing on all computers in the e-commerce department to allow for maximum flexibility. The following steps will be completed by the IT team or e-commerce team.
This guide walks through how to install Lister Connect on any computer
This guide walks through how to run a test print
Instructions for logging into Upright Lister for the test print will be emailed to your IT team as part of the onboarding process.
Step 5: Re-Label Inventory Locations
To ensure efficient item putaway, picking, and purging, it’s important to update your inventory location barcode labels using Lister before the transition date. Inventory locations from other inventory management systems will not be scannable using Lister.
Throughout the transition, Shopgoodwill must serve as the source of truth for your inventory locations. If Shopgoodwill is not a true reflection of your inventory locations, you’ll need to edit them directly in Shopgoodwill to reflect the naming tips listed below.
Tips & Best Practices
Do not delete/deactivate any inventory locations that have products associated with them otherwise the inventory location will show as “N/A” or be blank
If you’re using another inventory management software, you may be able to update your inventory locations in that software and push the changes out to Shopgoodwill
Lister has a maximum of 27 characters for each inventory location name
To ensure optimal routing throughout the facility, use naming conventions that place a “0” before all single-digit numbers
Good: Unit 01 Shelf 07 Bin 02
Bad Unit 1 Shelf 7 Bin 2
Once your inventory locations are up to date in Shopgoodwill, it’s time to print out inventory location barcodes! You can do so by following these steps:
Login to your Upright Lister account by navigating to app.uprightlabs.com and entering your login details.
Follow the instructions in this help guide to update your inventory locations and print your inventory barcode labels!
Apply barcode labels next to your existing labels
If inventory locations were deleted, you may need to rescan items onto the shelf using your old system
Note: You won’t be able to reshelf your items using Upright Link until the first day after the transition.
If you have not been provided login details for your Upright Lister account one week prior to your Lister training, please reach out to us at support@uprightlabs.com.
Step 6: Update the Current Provider
Approximately two weeks from your queue transfer date, contact your current inventory management software provider and inform them of your upcoming transition to Upright Lister.
Step 7: Training, Queue Transfer, and Listings Import
Queue Transfer
On the day of your Lister training session, send Shopgoodwill an email confirming the time of the queue transfer. Most clients have the queue transfer 1-2 hours after their Upright Lister training session.
The queue gives Upright Lister real-time bid information, allowing our system to relist items appropriately. The queue can only be tied to one inventory management platform. Once the queue is transferred to Upright Lister, your old inventory management tool will effectively stop working.
Once the training and queue transfer are completed, it’s time to start using Upright Lister for listing, shipping, and more!
Listings Import
Since items listed via third-party applications aren’t editable in Shopgoodwill, a final important step is to import your active listings. Here are a few notes about the process.
Only active items will be transferred to Upright Lister. Please minimize drafts as we won’t have access to the data in your previous software system
Recycled items will not be imported. Please ensure you purge items that you do not wish to sell before the transition to maximize your inventory space
During the onboarding process, it’s important to confirm a general listing strategy you would like the new products listed to
The Upright Labs team will take care of importing your active listings, and we’ll be in touch via email with instructions of how to do so. Please reach out to support@uprightlabs.com with any questions about your listing import.
Step 8: Deactivate Old Listing Software User Accounts
All third-party Shopgoodwill and eBay listing software has user accounts in Shopgoodwill and eBay to facilitate listing items. It is essential to deactivate these user accounts in the marketplaces to prevent the old software from continuing to list products during and after the transition to Lister.
Shopgoodwill Instructions
Navigate to the Manage Users page in the Shopgoodwill seller portal
Click the pencil icon next to any third-party users for your old listing software
Change the status to “Inactive”
Click “Save”
eBay Instructions
Go to eBay>Account>Sign in and security>Third-party app access (linked here)
Remove any third-party access tokens
If you have shared your eBay login information with other listing software providers, you should update your account login password
Related Guides
Have questions? Reach out to us at support@uprightlabs.com or via chat anytime between 9am-6pm ET, Monday to Friday