Help Center

Barcodes

CRM supports barcode scanning, and this feature should work with most barcode scanners. However, please note that:

We cannot provide hardware support.
Unfortunately, our support team is not able to assist you with your barcode scanner configuration and setup.

Scanner configuration

Your barcode scanner needs to be configured to send enter (CRLF) after each barcode scan.
Some barcode scanners do this by default. Other barcode scanners need to be configured to do this.

Testing your scanner

To test if your barcode scanner sends the CRLF by default, try the following test:

Plug in your barcode scanner.
Open word, notepad or your favourite text editor.
Scan any barcode.
You should see the numeric barcode appear quickly in your text editor.
If the cursor automatically moves to the next line after the barcode – then it’s sending the needed character and nothing else to do.

A correct example:
1234567890
1234567890
1234567890

If it is NOT sending the enter line, it will look like this:
123456789012345678901234567890

You must make sure your barcode scanner works on the computer or device you are using it prior to trying to scan with the CRM.

Adding barcodes

You can edit or create a new Product and use the Barcode field on the form.

Once the Product form has been saved, the Barcode field will be displayed.

You can also add additional barcodes via the Alternative Barcodes tab, which is visible on the saved Product form.
Click on the Add Barcode button to add a new barcode to the system.

Then use your scanner to add the barcode and press on Save or Save & New when you are done.

Deleting barcodes

You can also delete an existing barcode by selecting it on the Alternative Barcodes tab and then pressing the Delete Selected Barcode button.

You will then be prompted to confirm the deletion.

Scanning barcodes on Outbound Shipments

Open any Outbound Shipment and click on the Scan Items button.

A pop-up will display and you can use your scanner to start scanning in barcodes for items on the shipment.

Items will be shown in green as they are scanned and the default quantity will be 1, which can be adjusted as required.

If an item that has already been scanned is scanned a 2nd time, it will be added as a new item at the top of the list with a quantity of 1.

If you scan an item that is not on the shipment, a warning message will be displayed.

If a scanned barcode cannot be recognised, a warning will display.

If you choose to close the scan window at any point, you will receive a warning message that your progress will be lost.

Once you are finished scanning, click on the Finish button at the bottom of the box.

if there are any items on the shipment that have not been scanned, they will be displayed at this point and you can either proceed or go back to the scanning screen.

Once you are finished, a message will show at the top of the shipment record to confirm that your scanned items have been added.

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