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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 client of Experlogix or Aphix; a company who uses the Aphix or 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

Assumption

  • You are logged into Aphix 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

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.

Aphix 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 93Alphanumeric, numeric variable barcode length; an extension of Code 39
CodabarLinear barcode symbology
RSS14Abbreviated from Reduced Space Symbols. This barcode symbology encodes 14 digits and can be scanned omni-directionally.
PDF417Stacked limear 2D barcode type
RSS ExpandedAbbreviated from Reduced Space Symbols. This barcode symbology can encode 74 numeric or 41 alphabetic characters. It can be scanned omni-directionally.

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