RFID User Manual

RFID User Manual

This manual provides a walk through on how to successfully use RFID with Yellow Dog Inventory.

Resources

We’re always here to help and have several resources to provide the assistance you need.

CUSTOMER PORTAL

Visit the Customer Portal to:

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To create an account, go to portal.yellowdogsoftware.com and click Sign Up.

 

SUPPORT

Contact support if you have questions or can’t find what you need on the Customer Portal:

Support Hotline: Call 757.663.7514, Monday to Friday, 9 AM to 8 PM EST.

Submit Support Tickets: Use the Customer Portal at portal.yellowdogsoftware.com.

 

Additional Resources

Yellow Dog Website

yellowdogsoftware.com

Yellow Dog RFID Website

yellowdogsoftware.com/rfid

Help Site

help.yellowdogsoftware.com

Webstore

shop.yellowdogsoftware.com

Tech Requirements

help.yellowdogsoftware.com/tech-requirements

Sales Inquiries

757.818.9360, ext. 1 or sales@yellowdogsoftware.com

Accounts Payable

ap@yellowdogsoftware.com

01   SECTION

Learn what RFID is and the advantages it brings to inventory management.

 

RFID (Radio Frequency Identification) is a technology that uses radio waves to automatically identify, track, and manage products. Unlike traditional barcodes, RFID does not require a direct line of sight or manual scanning. Instead, RFID tags can be read wirelessly, even when items are inside boxes, containers, or moving through a space. Check out the video below to learn more.

RFID Introduction

An RFID system typically consists of three components:

   RFID tags attached to items.

   RFID readers that detect and collect tag information.

   Software that processes and displays the data.

Because multiple RFID tags can be read simultaneously, the technology enables faster, more accurate inventory tracking and reduces the need for manual handling. This makes RFID especially useful for inventory management, asset tracking, and operational visibility in fast-paced environments.

RFID technology offers major advantages over traditional tracking methods by increasing speed, accuracy, and operational visibility across your business.

Speed and Efficiency: RFID can read hundreds of items in seconds without manual scanning. This significantly reduces the time required for inventory counts, inbound receiving, and order picking, allowing teams to complete tasks faster with less effort.

Improved Accuracy: By removing the need for individual item scans, RFID minimizes human error and improves data reliability. Real-time visibility into item locations helps maintain accurate inventory records and supports more confident decision-making.

Automation and Ease of Use: RFID does not require line-of-sight scanning, allowing items to be identified automatically as they move through workflows. This enables greater automation and reduces dependence on manual processes.

Enhanced Loss Prevention: Improved item tracking provides better control over inventory and helps reduce shrinkage. RFID makes it easier to identify missing items, detect discrepancies, and respond quickly to potential losses.

Operational Insight and Analytics: RFID generates detailed data on item movement throughout facilities. This insight helps identify bottlenecks, optimize workflows, and supports advanced analytics, forecasting, and continuous operational improvement.

 

The RFID Operational Advantage

CORE PERFORMANCE BOOSTS

Increased Speed & Efficiency

Accurate Tracking

Automated Processes

STRATEGIC GAINS

Loss Prevention

Inventory Insights

Data Analysis

Figure 1. RFID offers many advantages that help you save time and provide greater insights into your inventory.

02   SECTION

RFID Requirements

To implement and use RFID effectively, certain system, data, and hardware requirements must be in place. Meeting these requirements supports accurate configuration, consistent performance, and integration with existing workflows.

 

RFID Requirements

1   Contact the Yellow Dog Client Accounts Team

The first step on your RFID journey is to contact the Yellow Dog Client Accounts Team. They will walk you through the proceeding requirements.

Email Client Accounts clientaccounts@yellowdogsoftware.com to get started with RFID.

2   System Upgrade

An upgrade to version 377, build 2025.11.26.377 or later, is required to support RFID functionality. To determine whether your Yellow Dog Inventory system is on the required version and build, or if an upgrade is needed, watch the video below.

How to Find your YDI Version (1 min)

3   Contracted RFID Service

An active contracted RFID service is required. This service supports RFID operations, data handling, and ongoing system functionality.

4   Hardware Determination and Setup

Appropriate RFID hardware must be selected and configured based on operational needs. Supported options include:

   Purchasing hardware and supplies OR

   Renting hardware and using Yellow Dog’s label printing services

Hardware determination will be completed at the time of contracting RFID.

 

Did you just receive your RFID hardware?

Check out the RFID Hardware New User Guide

The RFID Hardware New User Guide includes:

   A list of supported RFID handhelds, printers, labels, ribbons, and optional supplies

   Guidance on purchasing hardware or utilizing Yellow Dog services

   Detailed setup instructions for handheld devices and printers

   Resources for troubleshooting, support, and additional documentation

 

5   RFID Setup and Configuration

Initial RFID setup is completed with assistance from the Yellow Dog team. This process typically takes 2–3 hours and includes system configuration, hardware validation, and basic workflow testing to ensure readiness.

 

 

03   SECTION

RFID Workflow

The RFID workflow follows a three-step process that connects tag creation to accurate inventory tracking. It begins with RFID tag batch generation, where unique tags are created and linked to inventory items. Labels are then printed and applied to products. The workflow concludes with physical inventory, using RFID scanning to quickly capture and verify item data.

 

You will be prompted to generate RFID tags when committing a receipt or invoice containing RFID enabled items. An RFID tag is the encoded information that will display on the label when printed.

To generate tags within a receipt or invoice:

1.   Select Commit Receipt if in a receipt or Commit Invoice if within an invoice, after the document has been reviewed.

2.   Review the list of tags to be generated and click Close.

 

3.   Click Yes Generate Now to create the RFID tags.

 

4.   Update the name of the RFID tag batch as needed then click OK.

 

 

Did you know?

   EPCs are created when generating RFID tags.
When a RFID tag is generated the EPC (Electronic Product Code) for the item is created. The EPC is a unique identifier that tells the system what the item is and which specific instance of that item it is.

   Adding a description to a receipt or invoice can make identifying RFID tag batches easier.
If a description is provided in the receipt or invoice, it will be automatically added to the batch name.

   Multiple tag batches may be generated.
If you have RFID enabled items that used different size labels, a batch will be generated for each size of label.

   You can choose to not generate the RFID tag batch immediately.
If you opt to generate the RFID tags later, you can generate them by opening the receipt or invoice and selecting “RFID Tags”.

 

 

Manually Adding Items to the RFID Tag Queue

 

In addition to generating tags through receiving, you can add items to the RFID Tag Queue manually to print labels — without going through the purchasing workflow.

To add items to the queue:

1.   Go to Item Management > RFID Tag Queue.

 

2.   Select the store from the dropdown menu.

3.   Select Add Items to Queue or Add Items From… depending on how you want to add items:

   Add Items to Queue opens the Item Lookup screen, where you manually select items.

   Add Items From… opens the Select Items From… screen, where you can add items from other areas of the software — most commonly an Item List or a Session. Choose an option and click Next.

The Select Items From… screen offers several sources for adding items to the queue.

4.   Select the items that you want to print labels for, then click Select.
Hold the Shift or Ctrl key to select multiple items at once.

 

 

If any selected items are not RFID enabled or do not have a media size assigned, the Non-RFID Enabled Items pop-up appears:

5.   Select Enable RFID on the items you wish to enable and add to the queue.

 

6.   Click Set RFID Media, then select the default media size for the items and Save.

 

7.   Choose Finished at the bottom.

 

8.   Update the quantity to print manually, or use Set Tag Count To OnHand to set the quantity to print to match the on-hand value.

 

9.   Once all items and quantities are set, choose Generate All Items.

There are two options available when printing labels. The option you will use will be designated during the workflow determination process when implementing RFID. The options include:

 

OPTION A

User Printed Labels

Print RFID labels yourself on a supported printer using Balto.

 

OPTION B

Ordering Yellow Dog Printed Labels

Have Yellow Dog print and ship your RFID labels to your store.

 

Option A: User Printed Labels

 

Prerequisites:

   The setup for the supported printer is completed.

If you still need to set up your printer, see the RFID Hardware New User Guide.

   Printer is powered on.

Steps:

1.   Go to Item Management > RFID Tag Batches.

2.   Click Launch Balto.

 

3.   Enter your Client ID.
Click here to learn how to find your Client ID.

 

4.   Enter your username and password then click Login.
This is the same username and password you use to log into Yellow Dog Inventory.

 

5.   Select Configure under RFID EPC Printing.

 

6.   Click the document icon to the right of the tag batch you wish to print.

 

 

 7.   Check the printer statuses to confirm you are ready to move to the next step.

IMAGE

ACTION

Ready to print, move to next step.

Click the refresh button. If statuses do not update, click refresh again.

Click on the Printer Config Status warning then select Reconfigure Printer for Labels on the pop-up.

1.  Search Zebra Browser Print from your computers start menu then click to launch the application.

2.  Click refresh on the Printer section in Balto.

 

 

8.   Print a test label:


Option A: Sample Label

Click on the Printer Status then selecting Test Print. This will print a sample label that can be thrown away.


9.   Click Print.



Option B: Ordering Yellow Dog Printed RFID Labels

 

Prerequisites:

   Users need an email address added to their user profile to order labels.

   The ship to address for the store must be entered in the store editor.

Steps:

1.   Go to Item Management > RFID Tag Batches.

2.   Click to select the tag batch then select Order Tags.

 

3.   Select Order from Yellowdog.

 

 

 

4.   Update Order Need by Date, enter your password, and then click Continue.

 

5.   Add additional email recipients to the CC: field as needed.

6.   Review the Ship To address and update as needed.

7.   Click OK to submit the order.

 

You will complete physical inventories using your normal workflow. The only difference when using RFID is how counts are collected in Count XL.

The steps for collecting RFID in Count XL are:

1.   Enter your Client ID.
Click here to learn how to find your Client ID. If you have logged into Count XL on the device in the past, your Client ID will be auto filled.

 

2.   Enter your Yellow Dog username and password then press Login.

   

 

3.   Enter a description for the session.

 

4.   Select the store.

5.   Press the + to create the session.

6.   Press and hold the lower trigger on the handheld.
The upper trigger is for collecting UPC barcodes scans.

 

7.   As you hold the lower trigger walk around the area to ensure all RFID tags are within range and counts are collected.

8.   Once beeping ends, release the trigger.

 

9.   Press the upload button.
This will upload the session to Yellow Dog Inventory and remove the session from the device.

 

Did you know?

   Duplicate RFID tag scans are identified and removed.
Since each RFID tag has a unique EPC (Electronic Product Code) any duplicates will be identified so the item is only counted once.

 

04   SECTION

If you have more questions or just want to know everything there is about RFID, we have you covered with a library of Knowledge Base articles that can supply all the answers.

 

Need to know what hardware and supplies are available for RFID?

Did you just receive your RFID hardware and supplies?

Want to know more about the new terms you will encounter with RFID?

Have you ensured your product and inventory spaces are ready for RFID?

Need to manually generate an RFID Tag Batch outside of receiving?

Does an item need to be RFID enabled?

Does an item need to be RFID disabled?

Need standard labels to not print for RFID items when receiving?



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