Use Barcode Scanning

Use Barcode Scanning

Overview  

Barcode scanning allows the user to move stock, for example when delivering in goods and also to move invoices in the Sales Invoice Manager. A step by step guide can be found below the video.



Steps 

Enable barcode scanning

  1. Click on the Barcode icon at the top of the screen
  2. Enable toggle to activate barcode scanning feature.

Booking in a delivery

  1. Create or open an undelivered Delivery Note. [Purchasing | Deliver Note] or [Purchasing | Purchase Order | Actions | Create Delivery Note]
  2. Check that the Barcode Scanning icon is visible above the lower grid.
  3. Scan the item(s) to be booked in and they will automatically be moved to the upper grid.
  4. Update the quantity that has been delivered.
  5. Save the Delivery Note to book the items in.

Pick / Pack / Despatch in the Sales Invoice Manager  

  1. Open [Despatch | Sales Invoice Manager]
  2. With the sales orders green selected in the Picking stage, click Actions and select Pick / Pack / Verification.
  3. Select the toggle to confirm whether you are picking or packing, the process is the same for each.
  4. Click in the scan code box.
  5. Scan the barcodes of your products to confirm the picking / packing process.
    1. Incorrect or unrequired items will cause the system to generate a popup advising the user.
    2. Orange in the grid signifies that one or more items are required for the order.
    3. Green in the grid no more of this item is required for this order.
  6. Click OK.

Order Processing within Quick Despatch

  1. Open [Despatch | Quick Despatch]
  2. Green select order
  3. Select Report Types, for the documentation you require
  4. Action
  5. Print
  6. With the documentation for the order having already been produced: Scan the barcode on the documentation.
  7. Scan the products on the order to confirm the picking / packing process.
    1. Incorrect or unrequired items will cause the system to generate a popup advising the user.
    2. Orange in the grid signifies that one or more items are required for the order.
    3. Green in the grid no more of this item is required for this order.
  8. Set the courier as required and click Process.

Performing a Simple Stock Take

To perform a simple stock take with a barcode scanner:
  1. Open [Stock Tools | Stock Adjustments].
  2. Click Edit.
  3.  and enable the Simple Stock Take toggle.
  4. Scan any barcode of your products to add them to the grid.
    1. The Adjust To value will increase by 1 each time a product is scanned.
    2. You can manually enter in the quantity of a stock item.
  5. Click Save Screen.


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