Using barcode scanner in SalesRep

Purpose and scope

As a sales representative, you want functionality that allows you to add products to your order quickly and efficiently. The purpose of the barcode scanner is to allow to you scan a barcode, and find the associated product quickly and efficiently.

The barcode scanner is found at the top of the order screen in SalesRep, making it easy to find and use.

This feature guide is to provide a step by step guide to how to carry out these tasks.

Introducing terms and concepts used in this article

Term	Definition
Enterprise resource platform	(ERP), a collection of your critical business operating systems, such as product, stock levels, financial, customers, suppliers and so on that run on the same platform.
Merchant	a company who uses Experlogix Digital Commerce Platform.

Tasks

Set up

Setup

The barcode scanner locates the product by searching for a specified field that contains its barcode. This field is imported and mapped in SalesRep as part of the regular synchronisation process. This means that you can manage your product's barcodes within your ERP.

Any changes that you make in your ERP will be imported the next time you sync SalesRep with your ERP.

Read Adding barcode support to the platform for more information.

Using the built-in scanner

Use

Assumptions

You are logged into SalesRep.
You have a Bluetooth enabled barcode scanner that you have paired with your tablet.

Open customer account
- Click Accounts in the side menu. This opens your customer list.
- Find the customer whose account you wish to open, either by browsing the customer list or using the search facility.
- Click on the customer’s name to open the account.

Create new order
- Click New Order. This opens the new order screen.
- Select Barcode Scanner.
- Scan the barcodes of the products you wish to add. If it exists in your product catalogue, the product is added to your Cart.

Supported barcode types

A barcode is a symbology (or encrypted terminology) that contains information about a particular item; in this case, it contains information about your many different products. There are many different barcode types - each type having different pros and cons.

Digital Commerce supports the following barcode types:

Both Android and iOs	Description
QR Code	Quick Response
Data matrix	2D barcode that can contain a large quantity of information
UPC E	Universal Product Code
UPC A	Universal Product Code
EAN 8	International Article Code
EAN 13	International Article Code
Code 128	Compact code based on ASCII with a switching setting that means it can be optimized for barcode length
Code 39	Discrete, self-checking, variable length code
ITF	14 digit bar code that uses the “Interleaved 2 of 5” barcode symbology
Android only
Code 93	Alphanumeric, numeric variable barcode length; an extension of Code 39
Codabar	Linear barcode symbology
RSS14	Abbreviated from Reduced Space Symbols. This barcode symbology encodes 14 digits and can be scanned omni-directionally.
PDF417	Stacked limear 2D barcode type
RSS Expanded	Abbreviated from Reduced Space Symbols. This barcode symbology can encode 74 numeric or 41 alphabetic characters. It can be scanned omni-directionally.