Section 6: Navigating The Mobile App

Introduction

In this tutorial, you’ll learn how to navigate the CloudBox mobile app. The app provides a simple, intuitive way to manage your inventory from anywhere, giving you instant access to live data, analytics, and quick actions. Whether you manage a warehouse, manufacturing line, retail operation, or lab, the mobile app is designed for ease of use and complete visibility into your inventory system.

Step by Step Tutorial

  1. Open the app. Along the bottom, you’ll see four main tabs and the Link icon for connecting devices.
  2. In the Home tab, you’ll find your dashboard with key performance indicators (KPIs), recent transactions, and quick actions.
  3. Under Quick Actions, you can access:
    • Alerts – View any inventory alerts triggered by low stock or irregular activity.
    • Weight Reports – Review recent reports or cycle counts you’ve completed.
    • Integration Comparison – Check for discrepancies between CloudBox’s system and your connected ERP or database.
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  4. Tap the Inventory tab to view all containers in your system. Here you can edit container information, delete containers, or open detailed reports for each specific SKU.
  5. The Rooms tab displays all rooms or areas connected through your CloudBox web portal, including any automations currently active (e.g., production zones, storage rooms, or shipping areas).
  6. In the Settings tab, you’ll find:
    • Archived Containers – Access historical container data and past reporting.
    • App Settings – Manage preferences, update your password, or log out of your account.
  7. Use the Link icon to connect or disconnect your scale or RFID reader directly within the app when setting up or performing new inventory counts.
  8. Refresh your Home dashboard anytime to pull the latest analytics and ensure data accuracy.

Helpful Tips and Tricks

  • Refresh the Home tab daily to keep analytics and KPIs up to date.
  • Use Integration Comparison regularly to identify mismatched or missing data across systems.
  • Archive completed or inactive containers to maintain optimal app performance.
  • Tap the Link icon before starting a new cycle count to verify that your scale is properly connected.
  • Use Inventory search and filters to quickly locate containers by SKU, location, or item name.
  • Review Alerts often to stay ahead of low inventory, missing weights, or reporting delays.

Still Need Help?

If you are having trouble setting up your CloudBox Link please don't hesitate to email us at: support@cloudboxapp.com and a team member will assist you.

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