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Frequently Asked Questions

Solutions

We have two product lines:

Nest Egg Cloud, our flagship solution, is for small businesses, teams/family and personal use. Available on Web, Android and iOS, Nest Egg Cloud stores data on the cloud and enables multi-device automatic syncing for a free or paid subscription. Users would need to create an account for using Nest Egg Cloud. All data is automatically backed up to the cloud in case of device loss or malfunction. Web subscriptions allow desktop and mobile access whereas mobile subscriptions allow app access on the mobile platform of purchase (iOS or Android but not both). Many features and functions such as teams, role based access control and multi-currency are only possible in Nest Egg Cloud.

Nest Egg Lite and Nest Egg, our other product line, is for standalone use on an Apple iPhone, iPad or iPod. These run on iOS/iPadOS only. Installs on multiple devices do not sync data.

You would have to sign up for a non-free Web subscription in any modern browser by following the Sign In link on our website. Once you have activated your account and verified the second factor successfully, you can sign in from the mobile apps using your password and second factor. Be sure to change to two factor mode in the app sign in screen.
When you sign up with Nest Egg Cloud in the browser and choose to have a free subscription, you can access your inventory data in the browser only. However, if you subscribe to or start a two week free trial on any of our Web subscriptions, you can then have mobile app access to your inventory data.
When you sign up for Nest Egg Cloud in our Nest Egg Cloud Android/iOS apps, you can access your inventory data in the mobile app for that platform only. Mobile accounts created in the Android Nest Egg Cloud app allows app access on Android devices only. Similarly, iOS/iPadOS Nest Egg Cloud app sign ups allow app access on Apple iPhones, iPads and iPods only. This is largely because of the way subscription infrastructure works for Android and iOS. Browser access is available on Web accounts, however.

When you sign up for an account in a web browser, you have a Web account. On the other hand, when you sign up for an account in the mobile apps, you get a Mobile account.

Additional users created by the team owner user inherit the account type. In other words, additional users on a Web account become Web accounts also. Additional users in the same team as a Mobile account owner end up having Mobile accounts.

Web accounts are cross-platform whereas Mobile accounts are tied to the platform of initiation. In a Web account, you can mix and match iOS and Android devices. In contrast, Mobile accounts on Android are not valid on iOS/iPadOS devices. Similarly, Mobile accounts on Apple devices are not valid on devices running Android or in the browser.

This is largely because of Apple/Google restrictions on app payment mechanisms beyond theirs. These restrictions have been held unlawful in a few countries such as South Korea and India. The American or European courts, however, have not yet held these practices as anti-competitive or monopolistic. For this reason, you would have to be in a browser to subscribe to Web subscriptions. It is the same reason why we cannot lead you to our site for upgrading purposes.
Please get in touch with Nest Egg Support so that we can help you with this. Broadly, you would start a new Web subscription through the browser, migrate your data to the new account, and cancel the Mobile subscription. We recommend that users who plan on having access anywhere, start with a Web subscription in order to avoid this upgrade path which requires data migration.

Billing

You would get in touch with Nest Egg Sales for getting Enterprise plan pricing set up on your account.

Enterprise plans are priced based on your planned usage (such as number of users, devices and inventory size you will be managing) and your billing currency. Billing currency is generally a currency of the country where you are located. In the unlikely case that your local currency is unsupported, sanctioned, unclear (e.g. conflict zones) or unstable (e.g. hyperinflation), we will price the plan in USD.

Yes, mid-cycle upgrades take immediate effect with pro-rated credits applied against your new subscription.
No. Downgrades take effect at the end of your current billing cycle.
The refund policy is part of our terms of use. All sales in our stores are final. However, keep in mind that refunds for purchases in third party digital stores may be subject to their own store policies. Please review the policies on our site and elsewhere carefully as purchases may be ineligible for any refunds.
There are a few reasons we do not offer refunds. There are non-refundable costs to us when we process your payments. Plus, all of the additonal costs for initiating a refund are not known a priori. Refund calculations are complicated because of taxes, discounts, fees, administrative costs and other factors (such as currency conversions) that depend on the time of the original transaction and the unknown future time of the refund transaction.

Sign Up/Sign In

This can be because there is a typo in the email address such that it is invalid or valid but not your email address. It is also possible that our emails are getting into your spam folders.

Emails from us are fully SPF compliant and DKIM signed, yet they may from time to time get blocked by security devices from your email provider, internet provider or organization. We recommend using a business email address rather than personal or free email domains (e.g. outlook.com) in order to minimize the odds of such filtering. When using a corporate email address, you can whitelist our domain and/or add donotreply@nestegg.cloud to your safe sender list to see if that helps.

That message most often means that you or another device user has used a different email address to sign up for Nest Egg Cloud account. Please note that email addresses are case sensitive. You can check for typos in the email address, check the case in case you are using mixed case, or try changing the email address to another email address you or other device users might have used.
You can use any of the popular and free authenticator apps from reputable companies. We recommend using the Microsoft Authenticator app on your phone as it is free, rated highly and does not require creating any accounts upfront. However, if you have been using another authenticator app, then you should perhaps use your current authenticator app for Nest Egg Cloud as well. Please make sure to back up your keys so that you can recover quickly after a device or data loss.
We always recommend using the business email address rather than personal email when managing inventory as there can be staff changes affecting business continuity. If a personal email address was used, we would need an email from the account holder to transfer the data to your business specified by one or more domain(s). If the ex-employee is responsive, this is quite simple to do. This can also be required from staff who no longer work for you based on contracts or policies such as an employment agreement, a confidentiality or Non-Disclosure Agreement (NDA), or IT policies. These often mandate use of company-approved accounts, disclosure of business-related systems and credentials, and return of all company data upon exit.

Barcode Scanning

For camera based barcode and QR code scanning to work, Nest Egg Cloud needs access to the camera. If no camera access is granted, you may see a black background instead of the camera live feed.

Make sure the browser is set to allow camera access to Nest Egg Cloud. Please note that if you denied access in the past, the browser will remember your choice until you change it in the browser settings or clear all previously cached settings and start afresh.

On Android and iOS mobile apps, when prompted to grant camera access, you would need to choose yes. Alternatively, you can grant camera access to Nest Egg Cloud in the phone or tablet settings.

For faster scanning, we recommend using handheld Bluetooth or USB scanners. On desktops and laptops, make sure to choose the Barcode Scanner option in the browser after pairing with or connecting the scanner.

Please make sure to chose the barcode option on your way to the add item area. If you are scanning a barcode while you are already in the add item area, no lookups occur as a result of scanning. Also, barcode scans in the generic scanner tab does not add items.

Moreover, the barcode you are scanning needs to be a UPC, EAN or ISBN barcode. There are many barcodes that look just like UPC or EAN but are encoding different information such as an issue of a magazine, SKU, serial number or batch number. Such information does not help Nest Egg Cloud identify the item automatically. ISBN barcodes with price next to it as a short barcode needs to be scanned carefully as the two barcodes can be close together for confusion. Follow the tips shown in Nest Egg Cloud to avoid common scanning challenges.

Barcode lookup misses can occur because of online availability, specialty status, date of introduction and a host of other factors. Some items may have restricted distribution planned by the publisher and are not widely available as a result. In any case, Nest Egg Cloud tries hard to get you the details within a reasonable period of time and reverts to manual entry thereafter.

Data

You can export your data from the mobile app in CSV or HTML formats. Once the export file is created, you would need to transfer the export file to your desktop through USB file transfer, iTunes File Sharing, E-mail, iCloud, Dropbox or another cloud storage provider.

Exports are regular zip files, so you would extract the archive on your desktop into a new folder. Once unzipped, you can double click on the CSV or HTML file(s) to see the data in your favorite browser or spreadsheet application.

Yes. Once you extract the export archive generated in Nest Egg Cloud into a new folder and open the HTML file of interest in a browser like Firefox or Safari, you can then, for best results, configure the export to show not more than six or seven columns per row via the settings button available. Then choose print. When in the print screen, choose landscape mode. Look for a printer choice that says save to PDF or something along those lines. When print finishes, you will have a PDF file containing your data.

Alternatively, your browser may allow you to make PDF files without going through the print functions. When available, this can be a quicker way to generate PDF files from the HTML export.

Yes. Once you extract the export archive generated in Nest Egg Cloud into a new folder and open the HTML file of interest in a browser like Firefox or Safari, you can then show/hide columns you want in Excel and tap on the Excel icon to generate an Excel sheet. Excel sheets do not show images or attachments like HTML export files do but will have all of the other data.

CSV files are text files and do not support embedding of images like HTML files. Because of this format limitation, one cannot see images in CSV files. However, if you use the CSV export to import data, Nest Egg Cloud will process the images referred to and contained in the CSV export archive.

Labels

Location labels, typically used for labeling boxes, containers, pallets or loads that are getting moved or stored, are accessible in More->Locations. Location QR codes are available in certain subscription levels in Nest Egg Cloud and are an in-app purchase in Nest Egg (iOS). In More->Locations area, you can select a few locations and choose the Print Label action to print the QR labels which would jump back to the location when scanned later. You can watch this video to see them in action.

Item labels, accessible in Browse->Items area, allow printing of item labels. They could be labels for retail aisles or product labeling, to give a few examples. Item QR and barcode labels can be scanned to quickly and accurately locate the corresponding item in Nest Egg Cloud.

Your hardware needs depend on what labels you wish to print. Look for the print media requirements of the label(s) you wish to use and go from there. For example, you may need to purchase particular model sheets from Avery and use a laser printer to print the labels.

Other labels may require purchasing a compatible Brother® label printer and media. Both pre-cut and continuous rolls are supported on label printers.

Printing from mobile apps on iOS/PadOS requires that the printer be AirPrint capable.

Yes, you can refeed partially printed label sheets to the printer and ask Nest Egg Cloud to start printing at a certain location so that printing occurs only on unused areas of the sheet.

Nest Egg/Nest Egg Lite

Yes you can. You would export your data from Nest Egg (iOS) in Comma Separated Value (CSV) format with images and do an import in Nest Egg Cloud to replicate your data. Please note that the Nest Egg Cloud is more advanced and therefore may require you to occasionally tweak the exports a little bit depending on the versions involved.
Yes you can. In fact, if you are hitting a Nest Egg Lite limitation and have purchased Nest Egg (iOS), when you go back to Lite next time, there will be a prompt to migrate your data. Otherwise, you can follow Nest Egg's built-in help (More -> Support -> Help) to get the exact steps to create a data backup on Nest Egg Lite and restore from the backup on Nest Egg (iOS).

In order to transfer data, you would need to upgrade to Nest Egg or use Nest Egg Cloud.

Nest Egg (Lite) stores the inventory locally on the device. You could merge data through export and import mechanisms, but unless you are careful, there may be duplicates or data associations may not be exactly as originally intended since imports cannot carry all of the rich associations possible in Nest Egg. Therefore, we recommend that you set up inventory on a master device before replicating the data to other devices. If you wish to create inventory on two devices in parallel, please use Nest Egg Cloud.

You do not have to purchase the in-app purchases again. If you head to More -> Settings in Nest Egg, you would see an option to restore in-app purchases. You should be good after doing the restore. If you are not, make sure that the App Store account used to purchase the in-app purchase is the one you are logged in to in Apple iOS Settings app.

By the way, if you go through with the purchase, it will tell you that you cannot purchase it since it is already purchased!

MISCELLANEOUS

If you have a range of valuations, you can maintain them in the Notes area. Record the expected replacement cost as the Replacement Cost. In many instances, it is the average cost or probability-weighted average cost. Keep in mind that replacement cost is a per unit cost (like Cost and Price) in Nest Egg Cloud.
Yes. Head over to our YouTube channel for helpful videos, walkthroughs and tips. Be sure to like videos that you found helpful so other users like you would be able to readily locate them when searching for information. Subscribe to the channel to get notified when we post new videos.

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