docs: TallyFlow Scout marketing + Edge/Print/Capture feature refresh
Review tallyflow-assets-iot (TallyFlow Scout v0.5.3): Collect, Verify, Locate with Edge remote reader / offline CSV locate. Clarify Scout does not replace Core Assets. Refresh Edge, Print parent-container and multi- unit identity notes, Capture share/offline/barcode notes, architecture, use cases, capabilities, and website drafts after src/ repo pulls.
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# TallyFlow User's Guide
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**Version:** June 2026
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**Version:** July 2026
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**Purpose:** This guide provides an overview of TallyFlow’s full product capabilities for operators, administrators, and systems integrators.
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---
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### 1. TallyFlow Core (Web Application)
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The central web platform for managing assets, tags, categories, zones, and reporting.
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**Integration Hub:** TallyFlow Assets (Mobile), TallyFlow Print, TallyFlow Capture, and TallyFlow Edge all integrate with TallyFlow Core.
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**Integration hub (Core):** TallyFlow Assets (Mobile), TallyFlow Print, and TallyFlow Capture integrate with TallyFlow Core. **TallyFlow Edge** can feed Core (e.g. AMQP) or stand alone (CSV/REST). **TallyFlow Scout** connects to **Edge**, not Core, and does not replace Assets.
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**Key Capabilities:**
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- Add and manage assets manually
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- Core web can display and filter photos with tags (integration with Capture app)
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- Integration points for external systems (ERP via API and webhooks)
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### 2. Mobile App (Enroll)
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Mobile application for field data capture and tag enrollment.
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### 2. TallyFlow Assets (Mobile)
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Core-connected mobile app for field asset work (`tallyflow_mobile`). **This is not TallyFlow Scout.**
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**Key Capabilities:**
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- Enroll new tags and associate them with assets
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- Scan and update asset information in the field
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- Lightweight inventory with optional zone moves
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- Geiger-style seek & find for one or many assets
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- **Scan-and-print** — trigger Print jobs from mobile enrollment/scan workflows
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- Support for both barcode and RFID workflows
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- Works offline with later synchronization
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- Works offline with later synchronization to Core
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**UX Design (Industrial Focus):**
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- Built with Material 3
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- Strong **GS1-128 / Case Label** support (GTIN-14 treated as case labels, proper AI (21) serial handling)
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- Dedicated **FSMA 204** 300dpi label templates and ZPL configs for food traceability compliance
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- Pre-configured **workflow profiles** for popular use cases including **FSMA**, **SSCC** (Serialized Shipping Container Code), and internal-use barcode/RFID labeling
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- Support for Simple tags, GS1 case tags, parent/child tag structures
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- Support for Internal tags, GS1 case tags, parent/child tag structures
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- **Parent container tags:** SDG RAIN assignment **8000** reserved for parent/container namespace (customer internal tags cannot use 8000)
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- Retail GS1-128 companion barcodes can inject **per-unit AI (21)** serials so multi-unit jobs are not identical GTIN+lot barcodes
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- Print-and-register **rejects** jobs when units would share identity tags (blocks Core collisions)
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- CSV part-catalog import for parts + quantities to print
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- Category names printed on labels
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- Multiple printer management and connection testing
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- Optional automatic registration of printed items as assets in TallyFlow Core
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- Orchestrator (category/zone proxy + Core registration)
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### 4. TallyFlow Capture
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Automated data capture system for fixed and high-volume scanning environments.
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Mobile photo documentation linked to barcodes, RFID, jobs/orders, and categories (formerly PhotoTag). iOS + Android apps with web review.
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**Key Capabilities:**
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- Fixed RFID reader integration for continuous asset movement detection
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- Gateway and edge processing for real-time data collection
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- High-throughput receiving and shipping workflows
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- Exception flagging and automated alerts
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- Seamless handoff to TallyFlow Core for record updates
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- Capture photos tied to scanned IDs and categories
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- Offline-friendly capture with later upload (categories cacheable; GPS fallback when address lookup fails)
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- Library / detail review; full-resolution viewing
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- **Public share collections** (web) for controlled external photo access
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- Android: barcode symbology selection in Settings; highlight scanned barcodes
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- Integrates with Core for tagged photo visibility where deployed
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### 5. TallyFlow Edge
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Connectivity layer for sensors, gateways, and connected devices. Runs as an always-on Windows or Linux service.
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Site edge service for fixed and remote RFID/barcode readers. Runs as an always-on Windows or Linux service (repo `tallyflow-iot`).
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**Key Capabilities:**
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- Real-time location tracking via Edge gateways and beacons
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- Environmental sensor data (temperature, humidity, shock) linked to assets
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- Automated status updates without manual scanning
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- Edge-to-cloud data pipelines feeding TallyFlow Core
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- Support for both short-range (BLE, RFID) and wide-area (LoRa, cellular) IoT networks
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- RFID GPIO support for reader triggers and control
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- Endpoint configuration available for Edge and Mobile readers
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- ERP integration via keyboard wedge, database integration, and spreadsheet output
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- Optional custom receiving or shipping user interface that integrates with an ERP system
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- Compatible with TallyFlow Core deployed in the cloud or on-premises
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- Multi-reader management (e.g. Impinj, Zebra fixed readers; ATID ATF862 Master mode where supported)
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- Unified tag stream with ops UI (start/stop, health, statistics)
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- **Remote reader API** for handhelds — used by **TallyFlow Scout**
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- Reader-side filtering (site-specific; validate before promising)
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- Egress: CSV/spreadsheet, REST, AMQP → TallyFlow Core
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- Keyboard wedge (+ optional lookup) into focused ERP/apps
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- MCP read tools for AI copilots (health/readers/recent tags — not autonomous dock control by default)
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- Compatible with Core in cloud or on-premises, or standalone without Core
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### 6. TallyFlow Scout
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Handheld Flutter app for **Edge** floors (`tallyflow-assets-iot`). **Does not replace TallyFlow Assets.**
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**Three sections:**
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- **Collect** — scan barcode/RFID; submit to Edge as a remote reader, or export CSV offline
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- **Verify** — GS1 barcode vs RFID EPC identity match (SGTIN/SSCC/GRAI/GIAI-style)
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- **Locate** — seek-and-find by EPC/GTIN/part with geiger feedback; works offline without Edge
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**Hardware:** Industrial Android scanners (e.g. Janam XR2, ATID, SEUIC, URFID); camera barcode fallback; desktop simulator for demos. EN/ES UI.
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---
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TallyFlow supports multiple ways to bring tags and asset data into the system:
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1. **Mobile App – Enroll**
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Field operators enroll tags directly via the mobile application.
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1. **TallyFlow Assets (Mobile)**
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Field operators enroll, inventory, locate, and scan-and-print against Core.
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2. **TallyFlow Core (Web)**
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Manual asset creation with tag assignment.
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4. **TallyFlow Print**
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On-demand tag printing and encoding with optional automatic Core registration. Supports prefix/serialization logic, parent/child relationships, and category-aware labeling.
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5. **TallyFlow Capture (Automated)**
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Fixed readers and gateways automatically detect and record tag movements.
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5. **TallyFlow Capture**
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Photo + barcode/RFID documentation into Capture/Core workflows.
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6. **Edge Devices**
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Sensors and connected devices push location, condition, or status data directly into the platform.
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6. **TallyFlow Edge (+ Scout)**
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Fixed readers and Scout handheld Collect submit into the site edge feed (CSV/REST/AMQP/Core as configured).
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---
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@@ -131,7 +147,7 @@ TallyFlow supports multiple ways to bring tags and asset data into the system:
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TallyFlow is a **distributor** of Atid handheld RFID readers (such as the AT909) to systems integrators. These devices are commonly used for mobile scanning and enrollment workflows.
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The platform also supports fixed RFID readers, edge gateways, and sensor devices through the Capture and Edge modules.
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The platform also supports fixed RFID readers through **TallyFlow Edge**, and handheld industrial scanners for **Assets** and **Scout**.
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**Note:** TallyFlow does not currently provide native support for AEI (Automatic Equipment Identification) tags used in the rail industry.
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## Typical Workflows
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- **Asset Onboarding:** Print/encode a tag using TallyFlow Print → optionally register in Core.
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- **Field Operations:** Use mobile app to locate assets, update status, or enroll new items.
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- **Automated Receiving/Shipping:** Fixed readers (Capture) detect tagged assets moving through dock doors or checkpoints.
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- **Condition Monitoring:** IoT sensors track environmental data tied to specific assets or shipments.
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- **Field Operations (Core):** Use **Assets** to locate assets, update status, enroll, or scan-and-print.
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- **Field Operations (Edge):** Use **Scout** Collect / Verify / Locate with Edge remote reader or offline CSV/locate.
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- **Automated Receiving/Shipping:** Fixed readers via **Edge** detect tagged assets at docks/tunnels; Scout can add handheld reads to the same site feed.
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- **Bulk Operations:** Import large numbers of assets via Excel.
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- **Compliance & Traceability:** Use category, zone, tag, and Edge data for reporting and audit trails (e.g., FSMA 204 food traceability scenarios).
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