Getting Started with DateCodeGenie® Mobile App Subscriptions
Table of Contents
Welcome to DateCodeGenie!
If you want to get started, you can go to the sign up form to create your portal and subscribe.
Our step by step guide will walk you through the required onboarding at your own pace. Follow the steps below, clicking the buttons where indicated and the links to learn more. See the optional sections to set up additional options available.
1. Create Portal & Subscribe
Let's start by creating your portal.
The portal is a secure, cloud-based web space where your organization's data is accessed. The app will pull data from the portal for printing labels.
Create your portal and subscribe to the mobile app to get started!
Learn more about portal creation & subscription sign up process.
Learn more about the mobile app solution.
2. Order Printer & Labels
Once you have your subscription, order your printers and labels directly from our online store site.
3. Set Up Portal Using Admin Settings
Congratulations on your new title, Primary Portal Administrator!
It's time to customize your portal to meet your company's needs and goals.
Access the Portal & Admin Settings
Go to www.datecodegenie.com and enter your email and password to access your portal. User agreement window will display to read and accept on first login.
From the portal, you can access your admin settings to manage your locations, devices, and licenses.
Getting Started with Admin Settings
Want to learn more? Recommended Internet Browser
Location Names
Location names are required in your portal to add data. All data added to the portal will download on the app based on the location name the device is assigned to.
Getting Started with Location Names
You can manage your locations using admin settings.
Add Devices and Manage Licenses
After adding locations, devices can be added and assigned to locations from admin settings.
Licenses and subscription payments are managed in admin settings as well.
Update Subscription Payment Method
Show me all Devices and Licenses articles!
Settings
There are several settings to customize your portal and app for different purposes. Certain settings require contacting Account Management (North America) to request a change while other settings can be viewed and changed from various tabs in your portal.
4. Add Data to Portal
It's time to begin adding your data!
Getting Started with Your Portal
There are four required tabs that must have your data added and other tabs that are optional.
Required data includes:
- Categories
- Menu Items
- Users
- Printer Profiles
Additional tabs provide tools to assist with managing and viewing data while other tabs appear based on software add-on options added.
Add Categories
Categories are added to your portal and required to organize menu items to display on the app.
Getting Started with Categories
Show me all Category articles!
Add Menu Items
Menu items can be a retail item, a single ingredient, an altered ingredient, or a non food item based on your company needs. Each menu item has several fields available to add data, Use as many as you need to meet your goals. A menu item name must be unique and cannot be duplicated in your portal.
Getting Started with Menu Items
Want to learn more?
Food Name versus Marketing Name
Show me all Menu Item articles!
Add Printer Profiles (Label Templates)
Printer profiles are label templates you add to your portal, download on the app and print on the device for your menu items. The printer profile tab is the place to add and edit label templates. There you will find sample label templates to use or modify or of course you can design your own.
Getting Started with Printer Profiles
Want to learn more?
Printing on Custom Preprinted DateCodeGenie Labels
Show me all Printer Profile articles!
Add Users (Staff)
Decide and set the permissions needed for each user type to meet your company's needs.
Getting Started with Permissions
Let's add your staff! Staff can be added by their individual name or in groups.
Show me all the User articles!
TIPS & TRICKS
Want to save time? Use Mass Import tool to add large quantities of data or multiple tabs of data at one time.
Want to learn more?
Show me all Portal articles!
5. Set Up Printers and Accessories
Time to unpack boxes!
Are you ready to set up your hardware and load your DateCodeGenie label rolls?
Printers
Inside each box you will find a Quick Start Guide and a packing slip.
Can't find the Quick Start Guide?
Follow the steps below to set up your printer.
Optional: Accessories
Follow the steps on the Quick Start Guide, included in each box, to set up supported accessories.
6. Set Up App
You did it! Your portal is set up and you have added your data. You're minutes away from printing your very first DateCodeGenie label!
Start by downloading the DateCodeGenie mobile app on your tablet.
The DateCodeGenie app and your app data are as up to date as the last download from your portal. Download updates from the app often to insure staff is printing the most accurate data.
Getting Started with App Login
Getting Started with App Dashboard
Getting Started with App Print Preview Page
Show me all the App articles!
Optional: Software Add-On Options
Temperature Monitoring
How to Use Temperature Probe on the App
Show me all the Temperature Probe app articles!
7. Train Staff
Well done, DateCodeGenie expert!
Ready to train your staff to use DateCodeGenie and print labels?
Training is organized by user type. Choose the user type to begin.
Portal Administrator
Have more than one Portal Administrator added to your portal? Make sure they are all experts!
Staff will need to complete Getting Started with DateCodeGenie to become an expert like you!
DateCodeGenie Managers
Staff training for the DateCodeGenie “Manager” user type on the hardware, app and optional portal access.
Train Me on Devices, Labels and Accessories
Optional: Portal
DateCodeGenie Managers will need to verify permissions set by their Portal Administrator to determine portal training required.
Contact your Portal Administrator for permission changes or questions. See Settings tab of portal for your company Portal Administrator contact information.
Users
Staff training for the DateCodeGenie "User" user type on the hardware and app.
Have additional questions related to onboarding? Already have a portal and need to revisit/change your portal setup?
- Schedule an “Onboarding” remote session Scheduled Assistance and have your list of questions ready.
Interested in learning additional ways the DateCodeGenie can assist with day to day operations?
- Explore the knowledge base to learn how.
