Scan products by barcode

Scan and add products to your orders and invoices using the barcode of your products

Héctor Emperador avatar
Written by Héctor Emperador
Updated over a week ago

Scan and add products to a document

The product scan functionality allows you to automatically add your products to Holded documents to make your inventory management as efficient as possible. You will simply need a barcode scanner.

Follow these steps to scan products:

  1. Go to the create menu of one of these documents:

  2. Under the row where Concept, Description and Price appear, click on the "Add line" drop-down, and press "Scan products"

    💡 You will have to have created the products and assigned the barcodes before they could be scanned:

  3. Enable or disable the "Add equal products in one line" option

  4. Pass the scanner's reader over the product's barcode. The products will be added to your invoice or order as you scan them.

💎 Activate the Inventory gem to use the product scanner

Send products via scanner

This option allows you to automatically discount stock and achieve precise management of the dispatch or receipt of products:

  1. Click a line item

  2. Within the order form, select "Inventory View" (or, locate the "Shipping" section under the General section):

  3. Click "Submit Units" (you will need to have created the products and assigned the barcodes before they can be scanned):

  4. In the popup panel, tap the "Scan Products" button

  5. Read the barcode of the product with the scanner of the gun.

  6. Press "Confirm"

When scanning products with variants, lots, or serial numbers, a window will open where you can select the variant, lot, or serial number you need. In orders, check the option select batch/sn to display this window.

Supported barcodes

There are several types of barcodes that Holded can work with, however we can guarantee correct operation with the following:

  • Code 128 Auto

  • EAN 8

  • EAN 13

  • UPC-A

Remember that the management of problems related to scanning or configuration between pc and scanner is channeled directly to the manufacturer. Consult the user manual or contact the technical service.

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